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
PALMER CW FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 803878
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60680
A Employer identification number

36-7334207
B Telephone number (see instructions)

3126306000
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)$7,912,829J 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... 170,619 170,607  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,311
b Gross sales price for all assets on line 6a 747,182
7 Capital gain net income (from Part IV, line 2)... 137,311
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22 22  
12 Total. Add lines 1 through 11........ 307,952 307,940  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 450 0 450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
63,167 22,790   40,377
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,111 3,116   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
1,213 1,213    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,391 27,569 0 40,827
25 Contributions, gifts, grants paid....... 395,000 395,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 468,391 27,569 0 435,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -160,439
b Net investment income (if negative, enter -0-) 280,371
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............. 133,922    
2 Savings and temporary cash investments.........   104,711 104,711
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)....... 4,099,696 Click to see attachment
List of Attached Documents:
// Content
4,211,846 		6,777,868
c Investments—corporate bonds (attach schedule)....... 1,243,323 Click to see attachment
List of Attached Documents:
// Content
1,000,185 		1,030,250
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 5,476,941 5,316,742 7,912,829
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........ 5,476,941 5,316,742
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)..... 5,476,941 5,316,742
30 Total liabilities and net assets/fund balances (see instructions). 5,476,941 5,316,742
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
5,476,941
2
Enter amount from Part I, line 27a .....................
2
-160,439
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
7,955
4
Add lines 1, 2, and 3 ..........................
4
5,324,457
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
7,715
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,316,742
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 4. ADR ADIDAS AG SPONSORED ADR   2024-07-31 2025-07-17
b 1. ADOBE SYS INC   2013-10-25 2025-02-24
c 5. ADOBE SYS INC   2013-10-25 2025-06-25
d 10. ADVANCED MICRO DEVICES INC   2023-12-12 2025-01-10
e 21. ADVANCED MICRO DEVICES INC   2023-02-23 2025-01-28
9. AIRBNB INC CL A COM USD0.0001 CL A   2024-03-06 2025-04-07
6. AIRBNB INC CL A COM USD0.0001 CL A   2024-04-17 2025-04-21
7. AIRBNB INC CL A COM USD0.0001 CL A   2024-06-11 2025-09-03
9. AIRBNB INC CL A COM USD0.0001 CL A   2024-06-11 2025-09-16
6. ADR AIR LIQUIDE ADR   2016-02-11 2025-10-24
39. ADR ALFA LAVAL AB SWEDEN ADR   2016-02-11 2025-12-26
43. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2021-06-11 2025-04-30
88. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2021-06-11 2025-07-08
2. ALPHABET INC CAP STK USD0.001 CL C   2006-08-29 2025-02-14
9. ALPHABET INC CAP STK USD0.001 CL C   2006-08-29 2025-06-24
9. AMAZON COM INC   2024-04-17 2025-04-22
491. ADR AMBEV SA SPONSORED ADR   2024-08-09 2025-02-10
1450. ADR AMBEV SA SPONSORED ADR   2020-03-23 2025-02-10
9. ANALOG DEVICES INC   2024-05-22 2025-02-18
3. APPLE COMPUTER INC   2010-08-20 2025-02-21
12. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-11-18 2025-02-26
25. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2023-10-23 2025-02-26
5.38 ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-03-06
13.62 ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2022-07-08 2025-03-06
4.57038 ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-04-25
29.99962 ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-04-25
87.43 ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2022-07-08 2025-04-25
18. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-07-25
12. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-07-29
10. ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2024-05-03 2025-12-24
196. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2015-10-07 2025-07-08
13.99997 ATLASSIAN CORP CL A   2023-10-18 2025-01-31
7.00003 ATLASSIAN CORP CL A   2021-09-21 2025-01-31
54. ATLASSIAN CORP CL A   2023-10-18 2025-08-11
4.76 BAE SYS PLC SPONSORED ADR   2025-03-05 2025-04-23
11.24 BAE SYS PLC SPONSORED ADR   2023-11-09 2025-04-23
3.57 BAE SYS PLC SPONSORED ADR   2025-03-05 2025-10-06
8.43 BAE SYS PLC SPONSORED ADR   2023-11-09 2025-10-06
422. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2019-04-17 2025-03-14
71. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2019-04-17 2025-12-26
120. BHP LTD SPONSORED ADR   2021-02-25 2025-10-24
6. BOEING CO COM   2023-12-18 2025-10-10
5. BROADCOM INC COM   2022-02-01 2025-01-28
3. BROADCOM INC COM   2024-02-23 2025-02-26
4. BROADCOM INC COM   2024-02-23 2025-04-07
5. BROADCOM INC COM   2024-03-11 2025-04-22
3. BROADCOM INC COM   2024-03-11 2025-08-28
3. BROADCOM INC COM   2024-03-11 2025-10-01
33. CANADIAN NAT RES LTD COM   2023-12-20 2025-06-03
13. CAVA GROUP INC COM   2025-02-27 2025-08-14
172. ADR CHUGAI PHARMACEUTICALS CO LTD   2023-07-14 2025-07-08
35. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2023-06-28 2025-03-06
442. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2023-06-28 2025-12-10
1. COSTCO WHSL CORP NEW   2024-05-02 2025-12-15
17. COUPANG INC   2024-04-22 2025-03-06
31. COUPANG INC   2024-04-22 2025-12-24
2. CROWDSTRIKE HLDGS INC CL A CL A   2023-10-06 2025-05-08
3. CROWDSTRIKE HLDGS INC CL A CL A   2023-10-06 2025-07-25
11. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2024-02-09 2025-09-10
1. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2024-02-09 2025-10-07
20. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2024-02-09 2025-10-08
15. ADR DAIFUKU CO LTD ADR   2022-07-01 2025-10-24
37. ADR DASSAULT SYS S A SPONSORED ADR   2025-10-27 2025-12-02
296. ADR DASSAULT SYS S A SPONSORED ADR   2024-03-12 2025-12-02
6. DATADOG INC COM USD0.00001 CL A   2024-04-11 2025-05-15
9. DEXCOM INC COM   2025-01-21 2025-12-22
27. DEXCOM INC COM   2024-08-01 2025-12-22
117. ADR DISCO CORP ADR   2024-10-29 2025-12-26
5. WALT DISNEY CO   2024-03-27 2025-02-26
8. WALT DISNEY CO   2024-03-27 2025-04-21
9. WALT DISNEY CO   2024-03-20 2025-10-02
45. ADR ENN ENERGY HLDGS LTD ADR   2024-03-25 2025-02-10
74. ADR ENN ENERGY HLDGS LTD ADR   2021-04-27 2025-02-10
84. ADR ENN ENERGY HLDGS LTD ADR   2024-03-25 2025-04-14
1. META PLATFORMS INC COM USD0.000006 CL 'A'   2024-02-02 2025-02-21
1. META PLATFORMS INC COM USD0.000006 CL 'A'   2024-02-02 2025-04-07
1. META PLATFORMS INC COM USD0.000006 CL 'A'   2024-02-02 2025-04-22
4. META PLATFORMS INC COM USD0.000006 CL 'A'   2024-05-30 2025-10-30
2. META PLATFORMS INC COM USD0.000006 CL 'A'   2023-07-27 2025-10-31
1. META PLATFORMS INC COM USD0.000006 CL 'A'   2023-07-12 2025-11-17
6. FERGUSON ENTERPRISES INC USD0.0001   2023-05-24 2025-03-10
68. FERGUSON ENTERPRISES INC USD0.0001   2023-05-24 2025-03-10
3267. MFC ETF FLEXSHARES ULTRA-SHORT INC   2022-11-29 2025-07-09
3. GE AEROSPACE   2024-05-24 2025-06-12
268. HALEON PLC ADR   2024-05-20 2025-09-10
4. HILTON WORLDWIDE HLDGS INC COM NEW COM NEW   2025-01-16 2025-04-21
6. HILTON WORLDWIDE HLDGS INC COM NEW COM NEW   2024-07-01 2025-10-06
2. HOME DEPOT INC   2023-12-14 2025-01-30
2. HOME DEPOT INC   2024-11-18 2025-02-18
3. HOME DEPOT INC   2021-08-18 2025-02-18
5. HUBSPOT INC COM   2025-05-15 2025-10-02
23. ADR ICICI BK LTD   2023-01-10 2025-12-24
348. INFINEON TECHNOLOGIES AG SPONSORED ADR   2022-05-12 2025-03-14
5. KOMATSU LTD SPON ADR NEW   2020-04-07 2025-10-07
188. KOMATSU LTD SPON ADR NEW   2020-04-07 2025-10-08
24. ADR L OREAL S A ADR   2023-09-11 2025-12-26
3. LPL FINL HLDGS INC COM   2025-07-17 2025-09-23
6. LPL FINL HLDGS INC COM   2025-07-17 2025-10-03
1. ELI LILLY & CO   2021-05-26 2025-07-29
109. MANULIFE FINL CORP   2023-05-15 2025-07-08
4. MARRIOTT INTL INC NEW CL A   2023-10-05 2025-01-17
5. MARRIOTT INTL INC NEW CL A   2022-08-26 2025-01-21
1. MASTERCARD INCORPORATED COM USD0.0001 CLASS A   2023-09-27 2025-10-16
3. MASTERCARD INCORPORATED COM USD0.0001 CLASS A   2022-02-03 2025-10-21
533. ADR MEITUAN UNSPON ADS EACH REP 2 ORD SHS CL B   2025-01-17 2025-09-17
1. MERCADOLIBRE INC COM STK   2022-03-04 2025-02-21
1. MERCADOLIBRE INC COM STK   2024-10-18 2025-06-04
3. MERCADOLIBRE INC COM STK   2022-03-04 2025-06-04
5. MICROSOFT CORP COM   2023-11-21 2025-01-08
4. MICROSOFT CORP COM   2023-04-24 2025-01-16
85. ADR MITSUBISHI HEAVY INDS LTD ADS   2024-08-16 2025-01-17
70. ADR MITSUBISHI HEAVY INDS LTD ADS   2024-08-16 2025-07-15
2. MOODYS CORP   2023-09-07 2025-02-27
1. MOODYS CORP   2023-09-07 2025-07-17
5. MOODYS CORP   2023-09-27 2025-07-21
25. NESTLE S A SPONSORED ADR REPSTG REG SH   2024-09-06 2025-10-07
68. NESTLE S A SPONSORED ADR REPSTG REG SH   2024-09-06 2025-10-24
2. NETFLIX INC COM STK   2024-01-31 2025-06-13
1. NETFLIX INC COM STK   2024-01-04 2025-07-17
17. NETFLIX INC COM STK   2024-11-18 2025-12-05
15. NETFLIX INC COM STK   2024-07-22 2025-12-08
19. NIKE INC CLASS B   2025-02-18 2025-12-19
43. NIKE INC CLASS B   2025-10-06 2025-12-22
118. NOVO NORDISK A S ADR   2022-04-12 2025-04-25
19. NOVO NORDISK A S ADR   2023-01-24 2025-07-29
43. NOVO NORDISK A S ADR   2022-06-01 2025-07-30
8. NOVO NORDISK A S ADR   2022-04-12 2025-12-24
10. NVIDIA CORP   2024-04-17 2025-05-15
23. NVIDIA CORP   2022-12-23 2025-12-01
24. O REILLY AUTOMOTIVE INC NEW COM USD0.01   2024-03-04 2025-06-11
12. O REILLY AUTOMOTIVE INC NEW COM USD0.01   2022-04-05 2025-09-16
5. PALO ALTO NETWORKS INC COM USD0.0001   2024-01-11 2025-01-30
4. PALO ALTO NETWORKS INC COM USD0.0001   2024-08-21 2025-02-03
5. PALO ALTO NETWORKS INC COM USD0.0001   2023-12-01 2025-02-03
4. PROGRESSIVE CORP OHIO   2025-01-08 2025-02-27
2. PROGRESSIVE CORP OHIO   2024-07-18 2025-03-19
3. PROGRESSIVE CORP OHIO   2024-05-01 2025-07-09
10. PROGRESSIVE CORP OHIO   2024-07-18 2025-08-21
5. RIO TINTO PLC SPONSORED ADR   2020-04-07 2025-10-24
60. ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104   2024-07-09 2025-09-10
571. ROLLS ROYCE HOLDINGS PLC SPONSORED ADR ROLLS-RO SPONSORED ADR   2025-02-18 2025-05-02
6.13 ROLLS ROYCE HOLDINGS PLC SPONSORED ADR ROLLS-RO SPONSORED ADR   2025-02-18 2025-12-24
44.87 ROLLS ROYCE HOLDINGS PLC SPONSORED ADR ROLLS-RO SPONSORED ADR   2024-10-30 2025-12-24
1. ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH   2024-07-09 2025-10-24
14. ADR S F HLDG CO LTD ADS   2025-09-10 2025-10-24
.99 ADR SAFRAN ADR   2024-06-07 2025-02-18
5.01 ADR SAFRAN ADR   2023-12-04 2025-02-18
14.5 ADR SAFRAN ADR   2024-06-07 2025-02-18
73.5 ADR SAFRAN ADR   2023-12-04 2025-02-18
12.03 ADR SAFRAN ADR   2024-06-07 2025-05-02
60.97 ADR SAFRAN ADR   2023-12-04 2025-05-02
13. ADR SAFRAN ADR   2024-06-07 2025-12-24
3. SALESFORCE INC COM USD0.001   2023-06-20 2025-04-21
1. SALESFORCE INC COM USD0.001   2024-12-05 2025-06-24
5. SALESFORCE INC COM USD0.001   2023-06-20 2025-06-24
6. SALESFORCE INC COM USD0.001   2024-12-05 2025-07-15
25. SAMSARA INC CL A CL A   2025-02-24 2025-04-08
49. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2015-10-07 2025-12-02
60. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-02-10
59. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-02-10
15. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
134. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
53. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
28. ADR SCHNEIDER ELECTRIC SE   2022-11-17 2025-03-10
98. ADR SCHNEIDER ELECTRIC SE   2020-04-07 2025-09-10
14. ADR SEA LTD ADR   2024-07-02 2025-01-16
3. ADR SEA LTD ADR   2024-07-02 2025-03-06
1. ADR SEA LTD ADR   2024-07-02 2025-06-03
6. ADR SEA LTD ADR   2024-07-02 2025-10-06
1. SERVICENOW INC COM USD0.001   2023-08-23 2025-12-15
192. ADR SHIMANO INC ADR   2022-10-05 2025-04-14
32. SIEMENS ENERGY AG ADR   2025-01-28 2025-04-24
1.83 SIEMENS ENERGY AG ADR   2025-01-28 2025-12-24
6.17 SIEMENS ENERGY AG ADR   2024-12-09 2025-12-24
117. ADR SONY CORP ., AMERICAN DEPOSITORY RECEIPT FOR DOLLAR-VALIDATED   2023-12-04 2025-09-10
.6 SONY FINL GROUP INC ADR   2025-09-29 2025-09-29
74. SONY FINL GROUP INC ADR   2025-09-29 2025-12-26
5. STARBUCKS CORP   2025-03-03 2025-04-07
21. STARBUCKS CORP   2025-03-03 2025-08-29
5. TJX COS INC NEW   2022-06-17 2025-02-24
11. TJX COS INC NEW   2022-06-17 2025-07-25
5. TJX COS INC NEW   2025-06-04 2025-07-28
4. TJX COS INC NEW   2022-06-17 2025-07-28
14. TJX COS INC NEW   2025-06-04 2025-09-24
4. TAIWAN SEMICONDUCTOR MFG LT   2024-08-07 2025-01-16
3. TAIWAN SEMICONDUCTOR MFG LT   2025-01-21 2025-04-07
10. TAIWAN SEMICONDUCTOR MFG LT   2013-12-17 2025-10-07
5. TAIWAN SEMICONDUCTOR MFG LT   2013-12-17 2025-10-24
6. TESLA INC COM USD0.001   2013-11-26 2025-03-11
4. TESLA INC COM USD0.001   2013-11-26 2025-04-07
8. TEXAS INSTRUMENTS INC   2025-02-26 2025-09-09
27. THE TRADE DESK INC COM CL A COM CL A   2024-09-05 2025-09-11
7. THE TRADE DESK INC COM CL A COM CL A   2025-06-11 2025-09-12
13. THE TRADE DESK INC COM CL A COM CL A   2022-05-11 2025-09-12
16. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2025-04-22
9. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2025-05-01
6. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2025-05-15
6. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2025-08-22
10. UBER TECHNOLOGIES INC COM USD0.00001   2024-10-09 2025-10-10
16. UBER TECHNOLOGIES INC COM USD0.00001   2021-12-15 2025-12-19
4. VERTEX PHARMACEUTICALS INC   2024-09-09 2025-09-16
2. VERTEX PHARMACEUTICALS INC   2024-02-08 2025-09-18
2. VERTEX PHARMACEUTICALS INC   2023-12-13 2025-09-19
7. VERTIV HOLDINGS LLC COM USD0.0001   2024-11-19 2025-01-30
18. VERTIV HOLDINGS LLC COM USD0.0001   2024-11-19 2025-04-07
1. VISA INC CLASS A SHARES   2022-02-03 2025-03-04
3. WAL MART STORES INC   2024-11-22 2025-07-17
49. ADR ZTO EXPRESS CAYMAN INC SPONSORED ADR   2024-04-18 2025-10-07
156. ADR ZTO EXPRESS CAYMAN INC SPONSORED ADR   2024-04-18 2025-10-08
1. AON PLC   2022-03-21 2025-03-06
17. ARCH CAP GROUP LTD ORD   2023-07-21 2025-12-24
5. EATON CORP PLC COM USD0.50   2024-05-14 2025-01-15
6. EATON CORP PLC COM USD0.50   2024-04-12 2025-01-22
5. FLUTTER ENTERTAINMENT PLC ORD EUR0.09   2024-11-14 2025-03-11
7. ICON PLC COM   2023-08-11 2025-03-06
38. ICON PLC COM   2023-08-11 2025-05-06
61. ICON PLC COM   2023-08-11 2025-05-07
2. LINDE PLC   2023-09-26 2025-04-23
14. LINDE PLC   2018-12-12 2025-12-02
51. NU HOLDINGS LTD   2024-03-01 2025-12-24
8. STERIS PLC ORD USD0.001   2020-04-13 2025-05-02
15. STERIS PLC ORD USD0.001   2020-04-13 2025-05-05
17. STERIS PLC ORD USD0.001   2020-04-13 2025-06-09
16. STERIS PLC ORD USD0.001   2020-04-13 2025-07-22
18. STERIS PLC ORD USD0.001   2020-04-13 2025-10-30
26. UBS GROUP AG COMMON STOCK   2023-12-26 2025-12-24
6. SPOTIFY TECHNOLOGY S A COM EUR0.025   2024-09-26 2025-01-16
17. SPOTIFY TECHNOLOGY S A COM EUR0.025   2024-09-26 2025-10-29
1.25 MONDAY COM LTD COM NPV   2024-05-31 2025-03-06
3.75 MONDAY COM LTD COM NPV   2024-02-28 2025-03-06
2. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2019-02-21 2025-03-06
1. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2025-03-06
5. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2025-06-11
8. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2025-06-12
17. FERRARI N V FERRARI N V COMMON S TOCK   2021-03-30 2025-06-13
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 479   499 -20
b 443   54 389
c 1,923   268 1,655
d 1,149   1,212 -63
e 2,393   1,556 837
954   1,392 -438
664   920 -256
874   1,038 -164
1,080   1,238 -158
240   88 152
1,957   623 1,334
1,767   1,135 632
3,604   1,820 1,784
374   19 355
1,521   85 1,436
1,561   1,416 145
904   1,128 -224
2,670   4,481 -1,811
1,952   1,894 58
742   27 715
911   755 156
1,897   1,675 222
417   409 8
1,056   913 143
318   347 -29
2,085   2,279 -194
6,076   5,863 213
1,304   1,228 76
892   819 73
924   696 228
3,208   958 2,250
4,347   3,068 1,279
2,174   2,863 -689
9,090   16,207 -7,117
429   402 27
1,012   585 427
388   301 87
917   439 478
6,042   2,734 3,308
1,644   458 1,186
6,682   9,582 -2,900
1,273   1,452 -179
1,007   295 712
633   388 245
609   517 92
839   646 193
925   387 538
1,007   387 620
1,036   1,074 -38
888   1,450 -562
4,037   2,398 1,639
1,177   998 179
13,614   12,608 1,006
865   729 136
408   375 33
703   684 19
855   343 512
1,400   286 1,114
1,813   966 847
169   88 81
3,339   1,586 1,753
242   144 98
1,002   1,107 -105
8,013   6,121 1,892
697   779 -82
607   779 -172
1,820   1,900 -80
3,627   3,128 499
563   605 -42
669   944 -275
1,008   1,030 -22
1,199   1,415 -216
1,972   4,644 -2,672
2,565   2,641 -76
686   478 208
515   478 37
495   478 17
2,706   1,574 1,132
1,305   637 668
604   307 297
1,007   911 96
11,281   10,327 954
245,964   243,138 2,826
726   507 219
2,626   2,285 341
812   993 -181
1,564   1,279 285
832   704 128
810   822 -12
1,215   922 293
2,215   3,266 -1,051
690   508 182
13,160   6,068 7,092
178   85 93
6,640   3,211 3,429
2,064   2,113 -49
1,018   1,148 -130
1,883   2,281 -398
766   202 564
3,339   1,929 1,410
1,114   777 337
1,363   719 644
548   394 154
1,717   1,174 543
14,167   24,356 -10,189
2,270   1,072 1,198
2,581   2,075 506
7,742   3,216 4,526
2,118   1,684 434
1,710   1,098 612
2,249   2,054 195
3,086   1,692 1,394
996   684 312
502   342 160
2,508   1,594 914
2,335   2,596 -261
6,824   5,666 1,158
2,435   1,043 1,392
1,259   478 781
1,694   1,283 411
1,437   964 473
1,115   1,441 -326
2,459   3,160 -701
7,321   6,204 1,117
1,022   1,210 -188
2,171   2,257 -86
419   421 -2
1,329   859 470
4,115   349 3,766
2,161   1,495 666
1,272   556 716
933   764 169
729   733 -4
912   739 173
1,112   1,011 101
544   456 88
750   638 112
2,483   2,121 362
353   233 120
2,505   2,046 459
5,927   4,279 1,648
96   50 46
700   332 368
76   73 3
265   285 -20
65   56 9
328   219 109
949   823 126
4,810   3,217 1,593
824   683 141
4,174   2,669 1,505
1,145   597 548
707   637 70
273   361 -88
1,365   1,062 303
1,552   2,106 -554
875   1,251 -376
11,851   3,294 8,557
2,993   1,943 1,050
2,940   1,910 1,030
707   486 221
6,331   4,339 1,992
2,495   1,716 779
1,325   907 418
5,243   1,765 3,478
1,564   969 595
433   208 225
167   69 98
1,131   415 716
772   574 198
2,632   3,201 -569
2,366   1,630 736
261   101 160
880   307 573
3,351   1,997 1,354
3   3  
382   379 3
399   582 -183
1,840   2,314 -474
610   285 325
1,388   626 762
628   645 -17
502   228 274
1,966   1,706 260
867   561 306
435   658 -223
2,960   172 2,788
1,478   86 1,392
1,378   48 1,330
936   32 904
1,477   1,584 -107
1,234   2,505 -1,271
317   513 -196
588   471 117
1,195   585 610
735   329 406
538   219 319
579   219 360
943   731 212
1,255   581 674
1,565   1,856 -291
774   840 -66
771   788 -17
791   923 -132
1,119   1,814 -695
353   232 121
286   271 15
929   971 -42
2,888   3,047 -159
402   229 173
1,648   1,177 471
1,712   1,607 105
2,221   1,896 325
1,142   1,346 -204
1,302   1,121 181
5,208   6,084 -876
8,491   9,764 -1,273
893   663 230
5,698   2,254 3,444
852   574 278
1,798   942 856
3,364   1,767 1,597
4,130   2,002 2,128
3,585   1,879 1,706
4,256   2,114 2,142
1,226   808 418
2,939   1,729 1,210
11,307   4,900 6,407
340   281 59
1,020   814 206
1,453   356 1,097
451   173 278
2,410   864 1,546
3,817   1,382 2,435
7,869   2,937 4,932
      27,554
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      27,554
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      27,554
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      27,554
      27,554
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      27,554
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      27,554
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      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
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      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
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      27,554
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      27,554
      27,554
      27,554
      27,554
      27,554
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      27,554
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      27,554
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      27,554
      27,554
      27,554
      27,554
      27,554
      27,554
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       -20
b       389
c       1,655
d       -63
e       837
      -438
      -256
      -164
      -158
      152
      1,334
      632
      1,784
      355
      1,436
      145
      -224
      -1,811
      58
      715
      156
      222
      8
      143
      -29
      -194
      213
      76
      73
      228
      2,250
      1,279
      -689
      -7,117
      27
      427
      87
      478
      3,308
      1,186
      -2,900
      -179
      712
      245
      92
      193
      538
      620
      -38
      -562
      1,639
      179
      1,006
      136
      33
      19
      512
      1,114
      847
      81
      1,753
      98
      -105
      1,892
      -82
      -172
      -80
      499
      -42
      -275
      -22
      -216
      -2,672
      -76
      208
      37
      17
      1,132
      668
      297
      96
      954
      2,826
      219
      341
      -181
      285
      128
      -12
      293
      -1,051
      182
      7,092
      93
      3,429
      -49
      -130
      -398
      564
      1,410
      337
      644
      154
      543
      -10,189
      1,198
      506
      4,526
      434
      612
      195
      1,394
      312
      160
      914
      -261
      1,158
      1,392
      781
      411
      473
      -326
      -701
      1,117
      -188
      -86
      -2
      470
      3,766
      666
      716
      169
      -4
      173
      101
      88
      112
      362
      120
      459
      1,648
      46
      368
      3
      -20
      9
      109
      126
      1,593
      141
      1,505
      548
      70
      -88
      303
      -554
      -376
      8,557
      1,050
      1,030
      221
      1,992
      779
      418
      3,478
      595
      225
      98
      716
      198
      -569
      736
      160
      573
      1,354
       
      3
      -183
      -474
      325
      762
      -17
      274
      260
      306
      -223
      2,788
      1,392
      1,330
      904
      -107
      -1,271
      -196
      117
      610
      406
      319
      360
      212
      674
      -291
      -66
      -17
      -132
      -695
      121
      15
      -42
      -159
      173
      471
      105
      325
      -204
      181
      -876
      -1,273
      230
      3,444
      278
      856
      1,597
      2,128
      1,706
      2,142
      418
      1,210
      6,407
      59
      206
      1,097
      278
      1,546
      2,435
      4,932
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 137,311
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 3,897
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 3,897
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 3,897
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,184
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 4,184
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 287
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax287 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)
AZ
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 address  
14
The books are in care ofNORTHERN TRUST COMPANY Telephone no. (312) 630-6000

Located atPO BOX 803878CHICAGOIL ZIP+460680
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)
 
No
(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
 
 
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
CHARLES W PALMER TRUSTEE
1 		0    
PO BOX 5228
CAREFREE,AZ85377
ALICE A PALMER TRUSTEE
1 		0    
PO BOX 5228
CAREFREE,AZ85377
MELISSA STRANGE TRUSTEE
1 		0    
SUITE 405 -143 320 SW CENTURY DR
BEND,OR977023037
HEIDI PALMER TRUSTEE
1 		0    
515 TATTNALL ST
SAVANNAH,GA314014820
CHARLES M PALMER TRUSTEE
1 		0    
10846 E MISSION LN
SCOTTSDALE,AZ852595743
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
7,576,435
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,576,435
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
7,576,435
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
113,647
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,462,788
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
373,139
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
373,139
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,897
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,897
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
369,242
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
369,242
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
369,242
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
435,827
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
435,827
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 7 369,242
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 340,738
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: $ 435,827
a Applied to 2024, but not more than line 2a 340,738
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..... 95,089
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 .......... 		274,153
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).)
CHARLES W PALMER
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.
NA
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

SEE ATTACHED SCHEDULE

SEE ATTACHED SCHEDULE
SEE ATTACHED SCHEDULE,IL60680 		NONE   GENERAL SUPPORT 395,000
Total ................................. 3a 395,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 170,619  
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 ............ 		    18 137,311  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMFO DFA US L/C VAL 		    14 22  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   307,952  
13Total. Add line 12, columns (b), (d), and (e)..................
13
307,952
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2025 InvestmentsCorpBondsSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Name of Bond End of Year Book Value End of Year Fair Market Value
C33939L886 MFC ETF FLEXSHARES 707,535 716,543
C46435U853 MFC ISHARES TR BROA 292,650 313,707

TY 2025 InvestmentsCorpStockSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Name of Stock End of Year Book Value End of Year Fair Market Value
C001317205 ADR AIA GROUP LTD S 7,573 12,678
C00783V104 ADR ADYEN N V ADR 20,305 24,131
C009126202 ADR AIR LIQUIDE ADR 1,923 4,920
C015393101 ADR ALFA LAVAL AB S 3,212 7,385
C018820100 ADR ALLIANZ SE UNSP 5,992 16,928
C02319V103 ADR AMBEV SA SPONSO    
C045387107 GDR ASSA ABLOY AB A 3,481 6,160
C049255706 ADR ATLAS COPCO AB 1,172 4,298
C05946K101 ADR BANCO BILBAO VI 2,362 8,695
C088606108 ADR BHP GROUP LTD S    
C136375102 CANADIAN NATL RY CO 1,924 3,460
C171269103 ADR CHUGAI PHARMACE 5,681 10,850
C19624Y200 ADR COLOPLAST A/S S 3,885 2,627
C23304Y100 ADR DBS GROUP HLDGS 4,458 18,966
C233802107 ADR DAIFUKU CO LTD 3,143 5,111
C237545108 ADR DASSAULT SYS S 3,912 3,658
C25461D100 ADR DISCO CORP ADR 12,280 12,824
C26876F102 ADR ENN ENERGY HLDG    
C29429L105 ADR EPIROC AB UNSPO    
C344419106 ADR FOMENTO ECONOMI 9,230 12,533
C372303206 GENMAB A/S SPONSORE 7,580 6,068
C40052P107 ADR GRUPO FINANCIER 4,438 4,735
C40415F101 ADR HDFC BK LTD ADR 11,157 14,178
C40523H106 ADR HAIER SMART HOM 5,054 5,138
C405552100 HALEON PLC ADR 7,520 9,261
C45662N103 ADR INFINEON TECHNO    
C500458401 ADR KOMATSU LTD SPO    
C502117203 ADR L OREAL S A ADR 3,646 8,993
C56501R106 MANULIFE FINL CORP 4,628 9,687
C58733R102 MERCADOLIBRE INC CO 16,532 22,157
C641069406 GDR NESTLE S A SPON    
C670108109 NOVONESIS (NOVOZYME 2,904 3,563
C69343P105 ADR PJSC LUKOIL SPO    
C715684106 ADR PERUSAHAAN PERS 5,406 5,073
C72341E304 ADR PING AN INSURAN 6,660 5,420
C767204100 ADR RIO TINTO PLC S 6,204 9,764
C771195104 ADR ROCHE HLDG LTD 6,618 10,623
C780259305 ROYAL DUTCH SHELL P 9,273 12,932
C803054204 SAP SE-SPONSORED AD 28,118 27,206
C80687P106 ADR SCHNEIDER ELECT 8,831 13,239
C82455C101 ADR SHIMANO INC ADR    
C824667109 SHIONOGI & CO LTD A 4,794 4,795
C835699307 ADR SONY GROUP CORP 6,368 9,549
C83569C102 ADR SONOVA HLDG AG 1,694 3,360
C87155N109 ADR SYMRISE AG ADR 2,538 3,742
C87184P109 SYSMEX CORP ADR 7,294 4,407
C874039100 ADR TAIWAN SEMICOND 32,037 83,570
C87873R101 ADR TECHTRONIC INDS 4,294 3,397
C88032Q109 ADR TENCENT HLDGS L 34,199 40,112
C90460M204 ADR UNICHARM CORP S 5,933 3,198
C98980A105 ADR ZTO EXPRESS CAY    
CG2519Y108 CREDICORP LTD COM S 3,552 7,175
CG54950103 LINDE PLC 12,925 16,629
CH01301128 ALCON AG COM USD0.0 4,759 5,832
C233203827 MFO DFA US L/C VALU 338,692 486,194
C464287168 MFC ISHARES TR SELE 294,925 380,796
C464287689 MFC ISHARES TRUST R 294,522 547,393
C665130100 MFB NORTHERN EQUITY 481,966 583,907
C665130209 MFB NORTHERN EQUITY 339,261 487,393
C78462F103 MFC SPDR S&P 500 ET 1,346,377 2,559,246
C046353108 ADR ASTRAZENECA PLC 14,542 19,213
C049468101 ATLASSIAN CORP CL A    
C05523R107 ADR BAE SYS PLC SPO 31,720 43,003
C136385101 CANADIAN NAT RES LT 11,621 12,084
C13646K108 CANADIAN PAC KANS C 10,887 19,659
C20449X401 ADR COMPASS GROUP P 4,729 4,383
C22266T109 COUPANG INC 16,882 18,046
C30215C101 EXPERIAN PLC 4,701 12,151
C31488V107 FERGUSON ENTERPRISE 18,420 16,029
C45104G104 ADR ICICI BK LTD 11,805 15,913
C58533E103 ADR MEITUAN UNSPON    
C606793404 ADR MITSUBISHI HEAV 15,611 31,305
C670100205 ADR NOVO-NORDISK A 11,356 10,990
C775781206 ROLLS ROYCE HOLDING 22,331 46,846
C786584102 ADR SAFRAN ADR 20,315 34,733
C81141R100 ADR SEA LTD ADR 22,102 35,464
C82621A104 SIEMENS ENERGY AG A 22,469 61,806
C88579N105 ADR 3I GROUP ADR 19,160 21,148
C94106B101 WASTE CONNECTIONS I 9,072 11,749
CG0403H108 AON PLC 7,528 11,645
CG0450A105 ARCH CAPITAL GROUP 14,189 19,664
CG4705A100 ICON PLC COM    
CG6683N103 NU HOLDINGS LTD 12,531 18,632
CG8473T100 STERIS PLC ORD USD0    
CH42097107 UBS GROUP AG COMMO 14,294 21,303
CL8681T102 SPOTIFY TECHNOLOGY 16,254 27,874
CM7S64H106 MONDAY COM LTD COM 12,914 8,706
CN07045102 ADR ASM INTERNATION 7,959 13,879
CN07059210 ADR ASML HLDG NV NY 22,049 49,214
CN3167Y103 FERRARI N V FERRARI 5,700 12,195
C00687A107 ADR ADIDAS AG SPONS 2,669 2,175
C00724F101 ADOBE INC COM    
C007903107 ADVANCED MICRO DEVI 6,340 7,281
C009066101 AIRBNB INC CL A COM    
C02079K107 ALPHABET INC CAP ST 14,072 32,949
C023135106 AMAZON COM INC COM 7,532 35,546
C032654105 ANALOG DEVICES INC    
C037833100 APPLE INC COM STK 6,407 26,914
C03831W108 APPLOVIN CORP COM C 5,073 8,086
C097023105 BOEING CO COM USD5. 7,220 8,468
C11135F101 BROADCOM INC COM 5,391 25,265
C127387108 CADENCE DESIGN SYS 6,165 7,815
C22160K105 COSTCO WHOLESALE CO 696 6,899
C22788C105 CROWDSTRIKE HLDGS I 3,603 7,031
C23804L103 DATADOG INC COM USD 3,714 3,808
C252131107 DEXCOM INC COM    
C254687106 WALT DISNEY CO 6,740 7,054
C28176E108 EDWARDS LIFESCIENCE 4,415 5,030
C30303M102 META PLATFORMS INC 5,682 19,143
C369604301 GE AEROSPACE 5,198 8,625
C38141G104 GOLDMAN SACHS GROUP 2,680 5,274
C43300A203 HILTON WORLDWIDE HL 3,508 4,309
C437076102 HOME DEPOT INC COM    
C455793109 ADR INDUSTRIA DE DI 2,734 3,135
C46120E602 INTUITIVE SURGICAL 3,204 5,664
C532457108 ELI LILLY & CO COM 8,436 20,419
C571903202 MARRIOTT INTL INC N    
C57636Q104 MASTERCARD INCORPOR 4,008 9,705
C594918104 MICROSOFT CORP COM 6,961 28,050
C615369105 MOODYS CORP COM    
C64110L106 NETFLIX INC COM STK 3,548 11,064
C67066G104 NVIDIA CORP COM 2,860 46,812
C67103H107 O REILLY AUTOMOTIVE 3,268 4,378
C697435105 PALO ALTO NETWORKS    
C743315103 PROGRESSIVE CORP OH    
C79466L302 SALESFORCE INC COM    
C81762P102 SERVICENOW INC COM 4,821 6,128
C833445109 SNOWFLAKE INC CL A 7,704 7,678
C872540109 TJX COS INC COM NEW    
C88160R101 TESLA INC COM USD0. 7,724 17,989
C88339J105 THE TRADE DESK INC    
C90353T100 UBER TECHNOLOGIES I 1,187 1,879
C92532F100 VERTEX PHARMACEUTIC 4,566 5,440
C92537N108 VERTIV HOLDINGS LLC    
C92826C839 VISA INC COM CL A S 4,213 8,417
C931142103 WALMART INC COM 5,777 8,244
CG29183103 EATON CORP PLC COM    
CG3643J108 FLUTTER ENTERTAINME    
C032095101 AMPHENOL CORP NEW C 4,953 5,270
C05464C101 AXON ENTERPRISE INC 3,489 3,408
C101137107 BOSTON SCIENTIFIC C 3,484 3,242
C21037T109 CONSTELLATION ENERG 6,900 8,478
C210919106 ADR CONTEMPORARY AM 8,438 8,850
C251542106 ADR DEUTSCHE BOERSE 16,070 12,935
C29429L402 EPIROC AKTIEBOLAG S 2,878 6,881
C48251W104 KKR & CO INC CL A C 2,142 1,657
C51809L109 ADR LASERTEC CORP A 8,870 10,670
C55379N106 ADR M3 INC ADR 4,625 3,949
C58933Y105 MERCK & CO INC NEW 1,467 1,474
C64110W102 ADR NETEASE INC SPO 5,339 6,881
C653656108 ADR NICE LTD SPONSO 9,017 8,026
C654445303 ADR NINTENDO LTD AD 21,161 17,888
C66987V109 ADR NOVARTIS AG 4,409 4,963
C674388103 ADR OBIC CO LTD ADS 6,053 5,294
C68389X105 ORACLE CORP COM 8,728 5,847
C718172109 PHILIP MORRIS INTL 33,746 30,636
C76206K107 ADR RHEINMETALL ADR 12,144 12,062
C783513203 ADR RYANAIR HLDGS P 4,720 5,775
C78437M100 ADR S F HLDG CO LTD 3,639 3,177
C82509L107 SHOPIFY INC CL A SU 24,012 23,985
C882508104 TEXAS INSTRUMENTS I 2,996 2,949
C888787108 TOAST INC COM USD0. 3,027 2,450
CG7997R103 SEAGATE TECHNOLOGY 19,050 22,857

TY 2025 OtherDecreasesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Amount
2025 TRANSACTIONS POSTED IN 2026 7,715


TY 2025 OtherExpensesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 1,063 1,063   0
CLASS ACTION FILING FEES 150 150   0


TY 2025 OtherIncomeSchedule2
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MFO DFA US L/C VALUE PORTFOLIO 22 22  


TY 2025 OtherIncreasesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Description Amount
2024 TRANSACTIONS POSTED IN 2025 7,815
COST BASIS ADJUSTMENT 140


TY 2025 OtherProfessionalFeesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NT ADVISORY FEES 53,836 13,459   40,377
NT INVESTMENT MGMT FEES 9,331 9,331    


TY 2025 TaxesSchedule
Name:
PALMER CW FAMILY FOUNDATION
EIN:
36-7334207
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,194 2,194   0
FEDERAL TAX PAYMENT - PRIOR YE 811 0   0
ESTIMATED TAX PAYMENTS 4,184 0   0
FOREIGN TAXES ON QUALIFIED FOR 629 629   0
FOREIGN TAXES ON NONQUALIFIED 293 293   0