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
WILLIAM G STEWART FAMILY FDN INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 901 SOUTH BOND STREET STE 400
  Room/suite
City or town
BALTIMORE
State or province
MD
Country  
ZIP or foreign postal code
21231
A Employer identification number

52-2165295
B Telephone number (see instructions)

4105375496
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)$1,461,194J 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... 11,725 11,333  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 187,331
b Gross sales price for all assets on line 6a 646,296
7 Capital gain net income (from Part IV, line 2)... 187,331
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
68 68  
12 Total. Add lines 1 through 11........ 199,124 198,732  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,399 0 0 1,399
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,538 4,538   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,416 54   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,353 4,592 0 1,399
25 Contributions, gifts, grants paid....... 59,550 59,550
26 Total expenses and disbursements. Add lines 24 and 25 ................ 66,903 4,592 0 60,949
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 132,221
b Net investment income (if negative, enter -0-) 194,140
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 43,692 106,091 106,091
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)....... 749,201 Click to see attachment
List of Attached Documents:
// Content
818,230 		1,355,103
c Investments—corporate bonds (attach schedule).......      
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) 792,893 924,321 1,461,194
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........ 792,893 924,321
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)..... 792,893 924,321
30 Total liabilities and net assets/fund balances (see instructions). 792,893 924,321
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
792,893
2
Enter amount from Part I, line 27a .....................
2
132,221
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
925,114
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
793
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
924,321
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 3. INTUITIVE SURGICAL INC   2020-09-01 2025-01-03
b 30. OTIS WORLDWIDE CORP   2022-06-13 2025-01-03
c 2. S&P GLOBAL INC COM   2020-12-24 2025-01-03
d 7. BLACKSTONE INC   2020-09-01 2025-01-08
e 9. J P MORGAN CHASE & CO   2019-10-15 2025-01-08
50. MEDTRONIC PLC   2023-03-10 2025-01-08
15. AMERIPRISE FINL INC   2020-03-05 2025-01-14
2. SERVICENOW INC COM USD0.001   2024-05-15 2025-01-14
24. UNILEVER PLC   2019-10-15 2025-01-14
21. MARVELL TECHNOLOGY INC COM   2024-06-05 2025-01-16
30. STARBUCKS CORP.   2024-01-25 2025-01-16
30. TARGET CORPORATION   2021-05-19 2025-01-16
7. UNITEDHEALTH GROUP INC   2020-03-23 2025-01-16
8. VISA INC COM CL A   2021-09-02 2025-01-16
1. BERKSHIRE HATHAWAY INC COM USD0.0033   2022-05-03 2025-01-27
4. CONSTELLATION ENERGY CORP COM   2023-12-11 2025-01-27
22. MCDONALDS CORP.   2019-10-15 2025-01-27
24. DANAHER CORP   2025-01-27 2025-01-31
20. DANAHER CORP   2020-09-01 2025-01-31
. PROCEEDS FROM SECURITIES LITIGATION     2025-02-05
38. FLUOR CORP NEW COM   2024-07-08 2025-02-18
83. FLUOR CORP NEW COM   2024-07-08 2025-02-18
5. ABBVIE INC   2024-11-20 2025-02-24
36. BEST BUY COMPANY INC   2021-11-30 2025-02-24
1. COSTCO WHOLESALE CORPORATION   2020-09-01 2025-02-24
133. KINDER MORGAN INC   2024-02-20 2025-02-24
274. LADDER CAPITAL CORP REIT CL A   2024-02-20 2025-02-24
27. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2024-02-06 2025-02-24
49. NOVARTIS AG ADR   2019-10-15 2025-02-24
65. PORTLAND GEN ELEC CO COM NEW   2024-02-20 2025-02-24
44. COGENT COMM HOLDINGS INC COM NEW   2024-03-26 2025-03-03
3. COGENT COMM HOLDINGS INC COM NEW   2023-07-17 2025-03-03
26. COGENT COMM HOLDINGS INC COM NEW   2024-10-08 2025-03-03
2. J P MORGAN CHASE & CO   2020-09-03 2025-03-03
2. T MOBILE US INC COM   2023-12-21 2025-03-03
98. CITIGROUP INC   2024-08-15 2025-03-10
38. EASTGROUP PPTYS INC COM   2024-05-01 2025-03-10
272. KINDER MORGAN INC   2024-02-20 2025-03-10
5. T MOBILE US INC COM   2023-04-05 2025-03-10
118. UNILEVER PLC   2024-01-16 2025-03-10
6. ABBVIE INC   2024-11-11 2025-03-12
6. ABBVIE INC   2024-11-20 2025-03-12
5. CUMMINS INC COM   2024-07-11 2025-03-17
17. CUMMINS INC COM   2021-11-03 2025-03-17
9. MICROSOFT CORP.   2019-10-15 2025-03-17
5. T MOBILE US INC COM   2023-10-30 2025-03-17
1. ASML HOLDING NV NY REG SHS A D R   2025-02-19 2025-03-17
32. MARVELL TECHNOLOGY INC COM   2024-06-05 2025-03-24
84. MARVELL TECHNOLOGY INC COM   2025-03-10 2025-03-25
59. MICRON TECHNOLOGY INC   2024-12-16 2025-03-25
51. COGENT COMM HOLDINGS INC COM NEW   2024-12-31 2025-03-26
41. MARVELL TECHNOLOGY INC COM   2024-05-03 2025-03-26
22. COGENT COMM HOLDINGS INC COM NEW   2024-06-11 2025-03-27
32. COGENT COMM HOLDINGS INC COM NEW   2023-03-13 2025-03-27
59. MICRON TECHNOLOGY INC   2024-12-17 2025-03-27
4. IDEXX LABORATORIES CORP   2024-09-12 2025-04-03
2. THERMO ELECTRON CORP   2025-02-24 2025-04-03
4. IDEXX LABORATORIES CORP   2024-11-25 2025-04-07
3. IDEXX LABORATORIES CORP   2025-02-19 2025-04-07
2. THERMO ELECTRON CORP   2025-02-24 2025-04-07
43. GETTY RLTY CORP NEW   2024-07-11 2025-04-08
128. GETTY RLTY CORP NEW   2024-02-20 2025-04-08
2. HOME DEPOT INC.   2025-03-26 2025-04-08
51. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2024-02-06 2025-04-08
1. T MOBILE US INC COM   2023-10-30 2025-04-08
4. THERMO ELECTRON CORP   2025-02-24 2025-04-08
13. THERMO ELECTRON CORP   2025-02-24 2025-04-10
3. THERMO ELECTRON CORP   2024-11-20 2025-04-10
9. THERMO ELECTRON CORP   2020-09-11 2025-04-10
26. VERALTO CORP COM SHS   2025-01-14 2025-04-17
19.99988 VERALTO CORP COM SHS   2025-04-03 2025-04-17
4.00012 VERALTO CORP COM SHS   2024-11-13 2025-04-17
33. APPLE COMPUTER INC.   2019-10-15 2025-04-30
2. HOME DEPOT INC.   2019-10-15 2025-04-30
1. ASML HOLDING NV NY REG SHS A D R   2025-02-19 2025-04-30
9. APPLE COMPUTER INC.   2019-10-15 2025-05-05
1. BERKSHIRE HATHAWAY INC COM USD0.0033   2022-05-03 2025-05-05
1. COSTCO WHOLESALE CORPORATION   2020-09-01 2025-05-05
1. HOME DEPOT INC.   2025-03-26 2025-05-05
1. INTUITIVE SURGICAL INC   2025-03-26 2025-05-05
3. J P MORGAN CHASE & CO   2019-10-15 2025-05-05
2. J P MORGAN CHASE & CO   2020-09-03 2025-05-05
24. UBER TECHNOLOGIES INC   2025-02-19 2025-05-05
1. LINDE PLC SHS   2025-04-10 2025-05-05
1. ASML HOLDING NV NY REG SHS A D R   2024-12-17 2025-05-05
17. APPLE COMPUTER INC.   2019-10-15 2025-05-06
3. WASTE CONNECTIONS INC   2025-01-08 2025-05-06
6. WASTE CONNECTIONS INC   2023-12-21 2025-05-06
13. ALPHABET INC CAP STK CL C   2025-03-10 2025-05-20
4. ALPHABET INC CAP STK CL C   2025-03-27 2025-05-20
2. CONSTELLATION ENERGY CORP COM   2023-12-11 2025-05-20
156. KENVUE INC COM   2024-01-16 2025-05-20
23. PROCTER & GAMBLE CO.   2024-01-16 2025-05-20
55. KENVUE INC COM   2024-01-16 2025-05-29
712.378 BROWN ADVISORY SUSTAIN GROWTH INST   2017-01-03 2025-06-09
1019.405 BROWN ADVISORY SMALL CAP GROWTH INV   2019-12-16 2025-06-09
1859.981 BROWN ADVISORY SMALL CAP GROWTH INV   2008-12-11 2025-06-09
5. ALPHABET INC CAP STK CL C   2025-03-27 2025-06-17
69. KENVUE INC COM   2024-03-05 2025-06-17
5. ALPHABET INC CAP STK CL C   2025-03-10 2025-06-23
2. ALPHABET INC CAP STK CL C   2025-03-27 2025-06-23
8. ALPHABET INC CAP STK CL C   2020-09-01 2025-06-23
22. AUTOMATIC DATA PROCESSING INC.   2024-03-26 2025-06-23
1. BOOKING HOLDINGS INC COM   2025-01-16 2025-06-23
89. KENVUE INC COM   2019-10-15 2025-06-23
31. PROCTER & GAMBLE CO.   2021-08-03 2025-06-23
8. UBER TECHNOLOGIES INC   2025-02-19 2025-06-23
17. UBER TECHNOLOGIES INC   2024-06-14 2025-06-23
5. ACCENTURE PLC   2024-02-02 2025-06-23
3. CONSTELLATION ENERGY CORP COM   2023-06-05 2025-06-30
6. HEICO CORP NEW COM   2025-04-10 2025-06-30
6. HEICO CORP NEW COM   2025-04-10 2025-06-30
6. MICROSOFT CORP.   2019-10-15 2025-06-30
3. MICROSOFT CORP.   2024-01-10 2025-06-30
9. NVIDIA CORP COM   2024-11-13 2025-06-30
1. ASML HOLDING NV NY REG SHS A D R   2024-10-18 2025-06-30
5. ALPHABET INC CAP STK CL C   2020-09-01 2025-07-01
2. BERKSHIRE HATHAWAY INC COM USD0.0033   2025-06-23 2025-07-01
9. CONSTELLATION ENERGY CORP COM   2025-03-25 2025-07-01
4. CONSTELLATION ENERGY CORP COM   2023-06-05 2025-07-01
17. NVIDIA CORP COM   2025-01-31 2025-07-01
7. NVIDIA CORP COM   2024-11-13 2025-07-01
4. S&P GLOBAL INC COM   2025-06-09 2025-07-01
2. S&P GLOBAL INC COM   2025-06-23 2025-07-01
10. ASML HOLDING NV NY REG SHS A D R   2025-03-25 2025-07-21
9. ASML HOLDING NV NY REG SHS A D R   2025-01-27 2025-07-21
10. BLACKSTONE INC   2025-06-30 2025-07-30
10. BLACKSTONE INC   2025-06-30 2025-07-30
5. HEICO CORP NEW COM   2025-02-24 2025-07-30
5. HEICO CORP NEW COM   2025-04-10 2025-07-30
2. HOME DEPOT INC.   2019-10-15 2025-07-30
2. HOME DEPOT INC.   2025-03-26 2025-07-30
3. MICROSOFT CORP.   2019-10-15 2025-07-30
3. MICROSOFT CORP.   2024-01-10 2025-07-30
8. ALPHABET INC CAP STK CL C   2025-03-10 2025-08-11
5. BERKSHIRE HATHAWAY INC COM USD0.0033   2025-05-20 2025-08-11
5. BERKSHIRE HATHAWAY INC COM USD0.0033   2025-06-23 2025-08-11
2. CONSTELLATION ENERGY CORP COM   2023-06-05 2025-08-11
1. MICROSOFT CORP.   2019-10-15 2025-08-11
2. MICROSOFT CORP.   2024-01-10 2025-08-11
2. NVIDIA CORP COM   2025-01-31 2025-08-11
2. NVIDIA CORP COM   2024-11-13 2025-08-11
2. ALPHABET INC CAP STK CL C   2020-09-01 2025-08-13
3. BLACKSTONE INC   2025-06-30 2025-08-13
11. DRAFTKINGS INC NEW   2025-06-17 2025-08-13
5. T MOBILE US INC COM   2025-05-06 2025-08-13
5. AMAZON.COM INC   2025-03-27 2025-08-18
5. BLACKSTONE INC   2025-06-30 2025-08-18
14. DRAFTKINGS INC NEW   2025-06-17 2025-08-18
1. HEICO CORP NEW COM   2025-01-31 2025-08-18
1. HOME DEPOT INC.   2025-03-26 2025-08-18
2. J P MORGAN CHASE & CO   2020-09-01 2025-08-18
2. NVIDIA CORP COM   2024-11-13 2025-08-18
29. UBER TECHNOLOGIES INC   2024-11-15 2025-08-18
6. VERALTO CORP COM SHS   2025-06-30 2025-08-18
51. ALPHABET INC CAP STK CL C   2025-04-08 2025-08-21
45. ALPHABET INC CAP STK CL C   2020-09-01 2025-08-21
8. BLACKSTONE INC   2025-06-30 2025-08-21
4. BLACKSTONE INC   2020-09-01 2025-08-21
8. CONSTELLATION ENERGY CORP COM   2025-03-25 2025-08-21
13. CONSTELLATION ENERGY CORP COM   2024-08-15 2025-08-21
18. CONSTELLATION ENERGY CORP COM   2023-06-05 2025-08-21
12. HOME DEPOT INC.   2020-03-18 2025-08-21
10. HOME DEPOT INC.   2020-09-01 2025-08-21
15. S&P GLOBAL INC COM   2025-06-23 2025-08-21
4. S&P GLOBAL INC COM   2025-06-23 2025-08-21
10. S&P GLOBAL INC COM   2020-12-24 2025-08-21
24. FISERV INC   2025-07-01 2025-08-26
22. FISERV INC   2025-07-01 2025-08-26
11. FISERV INC   2025-06-04 2025-09-08
10. FISERV INC   2025-06-04 2025-09-08
6. ACCENTURE PLC   2025-03-17 2025-09-08
5. ACCENTURE PLC   2024-03-01 2025-09-08
26. FISERV INC   2025-08-21 2025-09-10
9. FISERV INC   2025-06-04 2025-09-10
28. FISERV INC   2025-08-21 2025-09-10
4. FISERV INC   2025-06-04 2025-09-10
4. ACCENTURE PLC   2025-08-21 2025-09-10
14. ACCENTURE PLC   2025-04-10 2025-09-10
1. ACCENTURE PLC   2025-03-17 2025-09-10
16. ACCENTURE PLC   2024-06-20 2025-09-10
41. ACCENTURE PLC   2025-08-21 2025-09-11
13. ACCENTURE PLC   2019-10-15 2025-09-11
27. ACCENTURE PLC   2025-08-21 2025-09-11
21. ACCENTURE PLC   2024-05-31 2025-09-11
18. FISERV INC   2025-08-21 2025-09-22
16. FISERV INC   2025-08-21 2025-09-22
52. FISERV INC   2025-08-21 2025-09-24
46. FISERV INC   2025-08-21 2025-09-24
6. ABBVIE INC   2025-07-01 2025-10-08
13. ABBVIE INC   2025-07-21 2025-10-08
7. AUTOMATIC DATA PROCESSING INC.   2019-10-15 2025-10-08
2. J P MORGAN CHASE & CO   2020-09-01 2025-10-08
1. ASML HOLDING NV NY REG SHS A D R   2025-09-11 2025-10-08
6. SERVICENOW INC COM USD0.001   2025-02-24 2025-10-15
6. SERVICENOW INC COM USD0.001   2025-08-21 2025-10-15
74. DRAFTKINGS INC NEW   2025-06-17 2025-10-31
69. DRAFTKINGS INC NEW   2025-06-17 2025-10-31
242. CLEARWATER ANALYTICS HLDGS INC CL A   2025-10-08 2025-11-04
217. CLEARWATER ANALYTICS HLDGS INC CL A   2025-10-08 2025-11-04
96. DRAFTKINGS INC NEW   2025-05-05 2025-11-14
87. DRAFTKINGS INC NEW   2025-05-05 2025-11-14
45. HEALTHEQUITY INC COM   2025-10-31 2025-12-08
35. HEALTHEQUITY INC COM   2025-09-22 2025-12-08
8. INTUITIVE SURGICAL INC   2025-08-13 2025-12-08
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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    
(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 1,599   732 867
b 2,777   2,123 654
c 995   631 364
d 1,196   329 867
e 2,182   1,074 1,108
4,019   5,036 -1,017
7,860   2,073 5,787
2,045   1,523 522
1,312   1,404 -92
2,504   1,463 1,041
2,838   2,772 66
4,004   3,139 865
3,595   1,480 2,115
2,536   1,733 803
468   319 149
1,160   460 700
6,304   4,593 1,711
5,349   5,931 -582
4,458   3,629 829
187     187
1,512   1,697 -185
3,313   3,707 -394
1,023   872 151
3,223   2,579 644
1,030   347 683
3,533   2,277 1,256
3,182   2,924 258
3,539   2,325 1,214
5,360   4,005 1,355
2,870   2,676 194
3,157   2,664 493
215   169 46
1,865   2,032 -167
528   202 326
550   311 239
6,698   6,070 628
7,063   6,013 1,050
7,087   4,475 2,612
1,349   748 601
7,164   5,900 1,264
1,273   1,061 212
1,273   1,003 270
1,635   1,402 233
5,559   4,107 1,452
3,528   1,268 2,260
1,303   725 578
733   746 -13
2,309   2,225 84
6,028   5,701 327
5,559   6,489 -930
3,221   3,924 -703
2,734   2,799 -65
1,363   1,083 280
1,983   1,694 289
5,354   6,367 -1,013
1,635   1,971 -336
945   1,084 -139
1,530   1,706 -176
1,148   1,422 -274
877   1,084 -207
1,232   1,197 35
3,668   3,393 275
705   725 -20
5,402   4,392 1,010
253   142 111
1,773   2,168 -395
5,458   7,047 -1,589
1,260   1,533 -273
3,779   3,881 -102
2,327   2,656 -329
1,790   2,067 -277
358   420 -62
6,962   1,954 5,008
716   471 245
664   746 -82
1,797   533 1,264
506   319 187
1,005   347 658
361   363 -2
526   510 16
754   358 396
502   201 301
2,057   1,932 125
452   433 19
689   742 -53
3,393   1,006 2,387
594   520 74
1,189   881 308
2,151   2,207 -56
662   665 -3
584   202 382
3,767   3,318 449
3,805   3,385 420
1,294   1,170 124
40,000   11,882 28,118
22,621   21,409 1,212
41,273   17,283 23,990
892   831 61
1,484   1,337 147
824   849 -25
330   333 -3
1,318   654 664
6,776   4,331 2,445
5,336   4,885 451
1,884   1,481 403
4,960   4,287 673
672   568 104
1,428   1,191 237
1,464   1,873 -409
972   262 710
1,959   1,451 508
1,959   1,551 408
2,992   845 2,147
1,496   1,146 350
1,420   1,321 99
798   719 79
883   409 474
980   971 9
2,772   2,029 743
1,232   350 882
2,612   2,108 504
1,076   1,027 49
2,118   2,056 62
1,059   1,028 31
7,250   7,363 -113
6,525   6,377 148
1,752   1,500 252
1,752   1,500 252
1,630   1,146 484
1,630   1,216 414
743   471 272
743   725 18
1,539   423 1,116
1,539   1,146 393
1,614   1,358 256
2,323   2,544 -221
2,323   2,428 -105
660   175 485
526   141 385
1,052   764 288
366   248 118
366   294 72
407   164 243
526   448 78
471   424 47
1,254   1,263 -9
1,153   1,011 142
846   747 99
637   539 98
306   240 66
395   363 32
582   199 383
363   294 69
2,722   2,118 604
642   641 1
10,229   8,514 1,715
9,025   3,681 5,344
1,308   1,196 112
654   181 473
2,505   1,803 702
4,070   2,495 1,575
5,636   1,574 4,062
4,771   2,324 2,447
3,976   2,840 1,136
8,308   7,708 600
2,215   2,055 160
5,539   3,156 2,383
3,290   4,140 -850
3,016   3,795 -779
1,483   1,941 -458
1,348   1,764 -416
1,530   1,952 -422
1,275   1,835 -560
3,451   4,229 -778
1,195   1,588 -393
3,717   4,608 -891
531   706 -175
964   1,013 -49
3,373   4,348 -975
241   325 -84
3,855   5,098 -1,243
9,960   11,349 -1,389
3,158   2,421 737
6,559   7,042 -483
5,101   6,716 -1,615
2,334   2,906 -572
2,075   2,408 -333
6,775   7,259 -484
5,993   6,422 -429
1,387   1,148 239
3,005   2,401 604
2,038   1,147 891
615   199 416
989   806 183
5,428   5,664 -236
5,428   5,384 44
2,235   2,681 -446
2,084   2,410 -326
4,179   4,365 -186
3,747   3,914 -167
2,795   3,268 -473
2,533   2,960 -427
4,146   4,183 -37
3,224   3,243 -19
4,603   3,929 674
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
      58,312
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       867
b       654
c       364
d       867
e       1,108
      -1,017
      5,787
      522
      -92
      1,041
      66
      865
      2,115
      803
      149
      700
      1,711
      -582
      829
      187
      -185
      -394
      151
      644
      683
      1,256
      258
      1,214
      1,355
      194
      493
      46
      -167
      326
      239
      628
      1,050
      2,612
      601
      1,264
      212
      270
      233
      1,452
      2,260
      578
      -13
      84
      327
      -930
      -703
      -65
      280
      289
      -1,013
      -336
      -139
      -176
      -274
      -207
      35
      275
      -20
      1,010
      111
      -395
      -1,589
      -273
      -102
      -329
      -277
      -62
      5,008
      245
      -82
      1,264
      187
      658
      -2
      16
      396
      301
      125
      19
      -53
      2,387
      74
      308
      -56
      -3
      382
      449
      420
      124
      28,118
      1,212
      23,990
      61
      147
      -25
      -3
      664
      2,445
      451
      403
      673
      104
      237
      -409
      710
      508
      408
      2,147
      350
      99
      79
      474
      9
      743
      882
      504
      49
      62
      31
      -113
      148
      252
      252
      484
      414
      272
      18
      1,116
      393
      256
      -221
      -105
      485
      385
      288
      118
      72
      243
      78
      47
      -9
      142
      99
      98
      66
      32
      383
      69
      604
      1
      1,715
      5,344
      112
      473
      702
      1,575
      4,062
      2,447
      1,136
      600
      160
      2,383
      -850
      -779
      -458
      -416
      -422
      -560
      -778
      -393
      -891
      -175
      -49
      -975
      -84
      -1,243
      -1,389
      737
      -483
      -1,615
      -572
      -333
      -484
      -429
      239
      604
      891
      416
      183
      -236
      44
      -446
      -326
      -186
      -167
      -473
      -427
      -37
      -19
      674
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 187,331
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,699
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,699
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,699
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 944
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.............. 7 944
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,755
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)
MD
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 ofBROWN ADVISORY Telephone no. (410) 537-5496

Located at901 S BOND STREET SUITE 400BALTIMOREMD ZIP+421231
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
WILLIAM G STEWART PRES-TREAS-TTEE
1 		0    
PO BOX 159
STEVENSON,MD21153
CAROLINE R STEWART VP-SECRETARY-TTEE
1 		0    
PO BOX 159
STEVENSON,MD21153
WILLIAM G STEWART JR TRUSTEE
1 		0    
PO BOX 159
STEVENSON,MD21153
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
1,393,760
b
Average of monthly cash balances.......................
1b
56,588
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,450,348
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
1,450,348
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,755
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,428,593
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
71,430
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
71,430
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,699
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,699
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
68,731
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
68,731
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
68,731
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
60,949
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
60,949
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 68,731
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 58,318
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: $ 60,949
a Applied to 2024, but not more than line 2a 58,318
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..... 2,631
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 .......... 		66,100
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).)
WILLIAM STEWART
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

GILMAN CENTENNIAL SCHOLARSHIP

1800 WEST LOOP SOUTH SUITE 250
HOUSTON,TX77027 		NONE   PROGRAM SUPPORT 2,500

BOTANICAL GARDEN OF THE PIEMONT

PO BOX 6224
CHARLOTTESVILLE,VA22906 		NONE   PROGRAM SUPPORT 500

STEPHEN STILLER TUNNEL TO TOWERS FDN

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE   PROGRAM SUPPORT 2,500

TRUSTEES OF PRINCETON UNIVERSITY

330 ALEXANDER ST FL 4
PRINCETON,NJ08540 		NONE   PROGRAM SUPPORT 1,000

LIVING CLASSROOMS FOUNDATION

1417 THAMES ST
BALTIMORE,MD21231 		NONE   PROGRAM SUPPORT 500

ISIDORE NEWMAN SCHOOL

1903 JEFFERSON AVE
NEW ORLEANS,LA70115 		NONE   PROGRAM SUPPORT 1,000

TUTORING PLUS OF CAMBRIDGE INC

225 WINDSOR ST
CAMBRIDGE,MA02139 		NONE   PROGRAM SUPPORT 2,000

FRIENDS OF TOPSFIELD TOWN LIBRARY

1 S COMMON ST
TOPSFIELD,MA01983 		NONE   PROGRAM SUPPORT 1,000

THE CONTEMPORARY AUSTIN MUSEUM

700 CONGRESS AVE
AUSTIN,TX78701 		NONE   PROGRAM SUPPORT 900

UNCW DIV FOR UNIVERSITY ADVANCEMENT

601 S COLLEGE RD
WILMINGTON,NC28403 		NONE   PROGRAM SUPPORT 500

ST THOMAS EPISCOPAL CHURCH

231 SUNSET AVE
SUNNYVALE,CA94086 		NONE   PROGRAM SUPPORT 6,000

EDENWALD SCHOLARSHIP FUND INC

800 SOUTHERLY ROAD BOX 142
TOWSON,MD21286 		NONE   PROGRAM SUPPORT 1,000

SARAH MARSH MEMORIAL FUND

1531 THIRD AVENUE NORTH SUITE 100
Birmingham,AL35203 		NONE   PROGRAM SUPPORT 1,000

GOODWILL INDUSTRIES OF CENTRAL TEXAS

1015 NORWOOD PARK BLVD
Austin,TX78753 		NONE   PROGRAM SUPPORT 250

GREATER AUSTIN PERFORMING ART CENTER

701 W RIVERSIDE DRIVE
Austin,TX78704 		NONE   PROGRAM SUPPORT 1,050

WINDRUSH FARM

479 LACY STREET
NORTH ANDOVER,MA01845 		NONE   PROGRAM SUPPORT 500

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS ROAD
Baltimore,MD21227 		NONE   PROGRAM SUPPORT 2,000

PENFIELD PUBLIC LIBRARY FOUNDATION

1985 BAIRD RD
Penfield,NY14526 		NONE   PROGRAM SUPPORT 1,250

NATIONAL PARKS FOUNDATION

1110 VERMONT AVENUE
WASHINGTON,DC20005 		NONE   PROGRAM SUPPORT 5,000

HELPING UP MISSION IN BALTIMORE

1029 E BALTIMORE ST
BALTIMORE,MD21202 		NONE   PROGRAM SUPPORT 2,800

REACH BEYOND DOMESTIC VIOLENCE INC

PO BOX 540024
WALTHAM,MA02454 		NONE   PROGRAM SUPPORT 1,500

ALL SAINTS PRESBYTERIAN CHURCH

4215 LOCH RAVEN BLVD
BALTIMORE,MD21218 		NONE   PROGRAM SUPPORT 6,500

AUSTIN DIAPER BANK

2210 DENTON DR
AUSTIN,TX78758 		NONE   PROGRAM SUPPORT 2,500

THE THINKERY AUSTIN

1830 SIMOND AVE
AUSTIN,TX78723 		NONE   PROGRAM SUPPORT 2,550

IRVINE NATURE CENTER

11201 GARRISON FOREST ROAD
OWINGS MILLS,MD21117 		NONE   PROGRAM SUPPORT 500

VALLEY'S PLANNING COUNCIL INC

118 WEST PENNSYLVANIA AVENUE
TOWSON,MD21204 		NONE   PROGRAM SUPPORT 5,250

SCIENCE CLUB FOR GIRLS

136 MAGAZINE ST
Cambridge,MA02139 		NONE   PROGRAM SUPPORT 2,000

JEWISH FAMILY AND CHILDRENS SERVICES
OBO STEWART FAMILY FOUNDATION
PO BOX 159004
SAN FRANCISCO,CA94115 		NONE   PROGRAM SUPPORT 2,500

POSTPARTUM SUPPORT INTERNATIONAL

6706 SW 54TH AVENUE
POSTLAND,OR97219 		NONE   PROGRAM SUPPORT 1,500

GARRISON FOREST SCHOOL

300 GARRISON FOREST ROAD
OWINGS MILLS,MD21117 		NONE   PROGRAM SUPPORT 1,000

WBUR 909 FM

890 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE   PROGRAM SUPPORT 500
Total ................................. 3a 59,550
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 11,725  
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 ............ 		    18 187,331  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 68  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   199,124  
13Total. Add line 12, columns (b), (d), and (e)..................
13
199,124
(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:
WILLIAM G STEWART FAMILY FDN INC
EIN:
52-2165295
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,399     1,399

TY 2025 InvestmentsCorpStockSchedule
Name:
WILLIAM G STEWART FAMILY FDN INC
EIN:
52-2165295
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY MUTUAL FUNDS 399,951 823,161
FOREIGN STOCKS 78,083 88,819
COMMON STOCKS 340,196 443,123
PREF. STOCK    

TY 2025 OtherDecreasesSchedule
Name:
WILLIAM G STEWART FAMILY FDN INC
EIN:
52-2165295
Description Amount
COST BASIS ADJUSTMENT 793


TY 2025 OtherIncomeSchedule2
Name:
WILLIAM G STEWART FAMILY FDN INC
EIN:
52-2165295
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 68 68  


TY 2025 OtherProfessionalFeesSchedule
Name:
WILLIAM G STEWART FAMILY FDN INC
EIN:
52-2165295
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES-PRIN 4,537 4,537    
OTHER EXPENSE (NON-DEDUCTIBLE 1 1    


TY 2025 TaxesSchedule
Name:
WILLIAM G STEWART FAMILY FDN INC
EIN:
52-2165295
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 54 54   0
FEDERAL EXCISE TAX 418 0   0
QUARTERLY TAX DEPOSIT 944 0   0