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
DOYLE R REDDELL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

75-6242027
B Telephone number (see instructions)

4123956964
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)$2,607,755J 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... 60,161 59,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,879
b Gross sales price for all assets on line 6a 721,404
7 Capital gain net income (from Part IV, line 2)... 113,879
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 174,040 173,545  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,692 25,353   6,338
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,289 994   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 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,982 26,348 0 6,338
25 Contributions, gifts, grants paid....... 121,466 121,466
26 Total expenses and disbursements. Add lines 24 and 25 ................ 156,448 26,348 0 127,804
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,592
b Net investment income (if negative, enter -0-) 147,197
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......... 43,419 37,129 37,129
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) 574,749 Click to see attachment
List of Attached Documents:
// Content
560,400 		577,275
b Investments—corporate stock (attach schedule)....... 396,391 Click to see attachment
List of Attached Documents:
// Content
376,378 		722,121
c Investments—corporate bonds (attach schedule)....... 474,332 Click to see attachment
List of Attached Documents:
// Content
484,128 		490,337
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 633,240 Click to see attachment
List of Attached Documents:
// Content
680,599 		780,893
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) 2,122,131 2,138,634 2,607,755
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........ 2,122,131 2,138,634
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)..... 2,122,131 2,138,634
30 Total liabilities and net assets/fund balances (see instructions). 2,122,131 2,138,634
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
2,122,131
2
Enter amount from Part I, line 27a .....................
2
17,592
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,252
4
Add lines 1, 2, and 3 ..........................
4
2,140,975
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,341
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,138,634
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. META PLATFORMS INC   2016-11-28 2025-01-08
b 2. PHILIP MORRIS INTERNAT-W/I   2019-08-16 2025-01-08
c 4. SHERWIN-WILLIAMS CO   2024-11-06 2025-01-08
d 30000. USA TREASURY NOTES   2024-02-29 2025-02-21
e 10000. USA TREASURY NOTES   2024-02-29 2025-02-21
10000. GOLDEN ST TOBACCO SECURITIZATI   2025-02-21 2025-02-28
440.471 LSV SMALL CAP FUND-INST   2023-08-23 2025-03-11
90.893 PZENA EMERG MKTS VALUE-INST   2023-08-23 2025-03-11
1713.672 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
140. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
44.296 SEAFARER OVERSEAS GROWTH &   2023-08-23 2025-03-11
37.171 OAKMARK INTL SM CAP-R6   2024-06-24 2025-03-11
1486.248 OAKMARK INTL SM CAP-R6     2025-03-11
10.716 HENNESSY FOCUS FUND CLASS INS   2024-06-24 2025-03-11
738.795 HENNESSY FOCUS FUND CLASS INS   2024-01-23 2025-03-11
6. ISHARES CORE S&P 500   2023-08-23 2025-03-11
89. ISHARES MSCI INTL QUALITY   2023-08-23 2025-03-11
249.396 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-03-11
184.074 PGIM JENN M/C GROW-R6   2024-01-23 2025-03-11
60.562 TOUCHSTONE SANDS EM GR-R6   2023-08-23 2025-03-11
325.619 TOUCHSTONE MIDCAP VALUE FUND   2024-01-23 2025-03-11
21. MCDONALD'S CORP   2023-10-03 2025-03-25
47. PEPSICO INC     2025-03-25
25000. USA TREASURY NOTES   2024-02-29 2025-04-30
26. UNITEDHEALTH GROUP INC     2025-05-16
5. ABBOTT LABORATORIES INC   2018-06-11 2025-06-20
2. ABBVIE INC   2020-07-08 2025-06-20
8. ALPHABET INC/CA-CL A     2025-06-20
7. AMAZON COM INC   2015-09-29 2025-06-20
9. APPLE INC   2014-02-13 2025-06-20
2. ATMOS ENERGY CORP     2025-06-20
10. BANK OF AMERICA CORP   2018-11-30 2025-06-20
2. BLACKSTONE INC   2023-10-03 2025-06-20
1. BLACKROCK FUNDING INC/DE   2018-11-30 2025-06-20
4. BOSTON SCIENTIFIC CORP   2023-10-03 2025-06-20
5. BROADCOM INC   2019-08-16 2025-06-20
1. CADENCE DESIGN SYSTEMS INC   2023-10-03 2025-06-20
1. CASEYS GENERAL STORES INC   2025-03-25 2025-06-20
1. CHEVRON CORPORATION   2020-07-08 2025-06-20
2. CINTAS CORP   2023-10-03 2025-06-20
1. COSTCO WHOLESALE CORP   2018-11-30 2025-06-20
2. DISNEY WALT CO   2024-04-01 2025-06-20
2. EASTMAN CHEM CO   2024-09-24 2025-06-20
4. EXXON MOBIL CORP   2020-07-08 2025-06-20
1. META PLATFORMS INC   2016-11-28 2025-06-20
3. FOX CORP - CLASS A - W/I   2023-10-03 2025-06-20
3. HOME DEPOT INC   2018-11-30 2025-06-20
2. HONEYWELL INTL INC   2023-10-16 2025-06-20
1. ILLINOIS TOOL WORKS INC   2023-11-28 2025-06-20
2. JPMORGAN CHASE & CO   2018-11-30 2025-06-20
4. LAM RESEARCH CORP   2023-10-03 2025-06-20
1. ELI LILLY & CO   2023-10-03 2025-06-20
1. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-06-20
1. MASTERCARD INC CL A   2019-08-16 2025-06-20
1. MCKESSON CORPORATION   2025-05-16 2025-06-20
3. MERCK & CO INC   2023-10-03 2025-06-20
5. MICROSOFT CORP   2015-09-29 2025-06-20
2. MORGAN STANLEY   2023-10-03 2025-06-20
1. MOTOROLA SOLUTIONS INC   2023-10-03 2025-06-20
15. NVIDIA CORP   2024-08-15 2025-06-20
7. PHILIP MORRIS INTERNAT-W/I   2019-08-16 2025-06-20
2. PROCTER & GAMBLE CO   2018-06-11 2025-06-20
3. QUANTA SVCS INC   2023-10-03 2025-06-20
2. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-06-20
1. S&P GLOBAL INC   2023-10-03 2025-06-20
1. STRYKER CORP   2023-10-03 2025-06-20
3. TJX COMPANIES INC NEW   2023-10-03 2025-06-20
2. TAIWAN SEMICONDUCTOR MTG CO   2023-10-03 2025-06-20
1. TELEDYNE TECHNOLOGIES INC   2023-10-03 2025-06-20
2. VISA INC   2020-05-01 2025-06-20
2. WEC ENERGY GROUP INC   2023-10-03 2025-06-20
1. ACCENTURE PLC CLASS A   2018-11-30 2025-06-20
1. NEW LINDE PLC   2024-09-23 2025-06-20
2. CHUBB LTD   2023-10-03 2025-06-20
1. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-06-20
161.952 SEAFARER OVERSEAS GROWTH &   2023-08-23 2025-06-26
265.518 WCM FOCUSED INTL GROWTH-INS   2023-08-23 2025-06-26
18. BROADCOM INC   2019-08-16 2025-07-10
1. BROADCOM INC   2019-08-16 2025-07-10
35. ILLINOIS TOOL WORKS INC     2025-07-10
12. PHILIP MORRIS INTERNAT-W/I     2025-07-10
7. QUANTA SVCS INC   2023-10-03 2025-07-10
30000. MASSACHUSETTS ST SPL OBLG REVE   2023-10-12 2025-07-15
8.749 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
2656.589 LONGLEAF PARTNERS FDS TR     2025-09-03
15000. AMAZON.COM INC   2022-02-23 2025-09-04
25000. WEC ENERGY GROUP INC   2024-10-01 2025-09-04
20. ACCENTURE PLC CLASS A   2018-11-30 2025-09-19
3. ABBOTT LABORATORIES INC   2018-06-11 2025-09-22
1. ABBVIE INC   2020-07-08 2025-09-22
8. ALPHABET INC/CA-CL A   2018-11-30 2025-09-22
7. AMAZON COM INC   2016-11-28 2025-09-22
9. APPLE INC   2014-02-13 2025-09-22
2. ATMOS ENERGY CORP     2025-09-22
1. AUTOZONE INC   2023-10-03 2025-09-22
10. BANK OF AMERICA CORP   2018-11-30 2025-09-22
2. BLACKSTONE INC   2023-10-03 2025-09-22
4. BOSTON SCIENTIFIC CORP   2023-10-03 2025-09-22
5. BROADCOM INC   2019-08-16 2025-09-22
2. CHEVRON CORPORATION   2020-07-08 2025-09-22
2. CINTAS CORP   2023-10-03 2025-09-22
2. DISNEY WALT CO   2024-04-01 2025-09-22
2. EASTMAN CHEM CO   2024-09-24 2025-09-22
4. EXXON MOBIL CORP   2020-07-08 2025-09-22
2. META PLATFORMS INC   2016-11-28 2025-09-22
3. FOX CORP - CLASS A - W/I   2023-10-03 2025-09-22
1. HOME DEPOT INC   2018-11-30 2025-09-22
2. HONEYWELL INTL INC   2023-10-16 2025-09-22
1. HUBBELL INC   2024-02-29 2025-09-22
3. JPMORGAN CHASE & CO   2018-11-30 2025-09-22
4. LAM RESEARCH CORP   2023-10-03 2025-09-22
1. ELI LILLY & CO   2023-10-03 2025-09-22
1. MARRIOTT INTERNATIONAL INC   2024-01-25 2025-09-22
1. MASTERCARD INC CL A   2019-08-16 2025-09-22
3. MERCK & CO INC   2023-10-03 2025-09-22
5. MICROSOFT CORP   2015-09-29 2025-09-22
3. MORGAN STANLEY   2023-10-03 2025-09-22
1. MOTOROLA SOLUTIONS INC   2023-10-03 2025-09-22
16. NVIDIA CORP   2024-08-15 2025-09-22
3. PHILIP MORRIS INTERNAT-W/I   2019-12-12 2025-09-22
2. PROCTER & GAMBLE CO   2018-06-11 2025-09-22
1. QUANTA SVCS INC   2023-10-03 2025-09-22
2. RAYMOND JAMES FINANCIAL INC   2024-10-29 2025-09-22
3. RTX CORPORATION   2025-07-10 2025-09-22
1. S&P GLOBAL INC   2023-10-03 2025-09-22
1. SHERWIN-WILLIAMS CO   2024-11-06 2025-09-22
2. TJX COMPANIES INC NEW   2023-10-03 2025-09-22
1. TAIWAN SEMICONDUCTOR MTG CO   2023-10-03 2025-09-22
1. VISA INC   2020-05-01 2025-09-22
1. WEC ENERGY GROUP INC   2023-10-03 2025-09-22
1. CHUBB LTD   2023-10-03 2025-09-22
1. ROYAL CARIBBEAN CRUISES LTD   2025-03-25 2025-09-22
507. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
61. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-09-23
4891.691 SEAFARER OVERSEAS GROWTH &     2025-09-23
1681.934 WCM FOCUSED INTL GROWTH-INS     2025-09-23
1680. ISHARES MSCI INTL QUALITY     2025-09-23
199.163 OBERWEIS SMALL CAP OPPPRTUNITES   2024-01-23 2025-09-23
45. EASTMAN CHEM CO     2025-10-01
15000. AMAZON.COM INC   2022-02-23 2025-11-05
10000. EXXON MOBIL CORPORATION   2022-03-15 2025-11-05
.25 SOLSTICE ADV MATERIALS INC   2023-10-16 2025-11-07
19. LAM RESEARCH CORP   2023-10-03 2025-11-13
9. SOLSTICE ADV MATERIALS INC     2025-11-13
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(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 1,837   363 1,474
b 242   170 72
c 1,344   1,516 -172
d 29,675   28,822 853
e 9,694   9,389 305
9,042   9,076 -34
7,721   7,506 215
1,152   1,113 39
29,955   31,874 -1,919
5,477   4,577 900
529   540 -11
731   723 8
29,220   26,448 2,772
480   495 -15
33,083   32,670 413
3,382   2,668 714
3,564   3,088 476
5,816   5,679 137
3,639   3,939 -300
891   817 74
7,193   7,141 52
6,438   5,344 1,094
6,853   6,248 605
24,430   23,473 957
7,235   7,783 -548
660   317 343
371   198 173
1,383   377 1,006
1,481   176 1,305
1,796   175 1,621
307   227 80
455   281 174
277   204 73
986   421 565
406   206 200
1,246   137 1,109
299   229 70
507   415 92
149   86 63
441   240 201
980   230 750
237   243 -6
150   221 -71
455   173 282
693   121 572
166   91 75
1,043   533 510
445   373 72
243   241 2
553   220 333
371   247 124
761   521 240
261   243 18
537   274 263
726   717 9
237   304 -67
2,405   217 2,188
266   157 109
410   271 139
2,180   1,835 345
1,276   594 682
316   155 161
1,085   508 577
299   298 1
505   357 148
375   266 109
369   263 106
427   171 256
492   398 94
679   354 325
209   156 53
283   163 120
459   477 -18
569   410 159
272   224 48
2,156   1,973 183
7,174   5,719 1,455
4,939   494 4,445
275   27 248
9,216   8,789 427
2,138   1,018 1,120
2,649   1,185 1,464
30,000   29,208 792
157   136 21
47,739   40,743 6,996
14,693   14,350 343
24,997   25,000 -3
4,776   3,265 1,511
410   190 220
224   99 125
2,039   437 1,602
1,610   269 1,341
2,280   175 2,105
325   228 97
4,159   2,476 1,683
522   281 241
375   203 172
387   206 181
1,723   137 1,586
313   173 140
403   240 163
226   243 -17
128   221 -93
449   173 276
1,560   242 1,318
184   91 93
414   178 236
418   373 45
433   380 53
937   330 607
518   247 271
761   521 240
265   243 22
587   274 313
245   304 -59
2,579   217 2,362
479   235 244
475   271 204
2,813   1,958 855
485   253 232
309   155 154
388   169 219
353   298 55
475   437 38
509   357 152
347   379 -32
279   175 104
270   86 184
344   177 167
110   78 32
274   205 69
328   224 104
36,791   32,779 4,012
2,824   1,994 830
70,294   58,295 11,999
46,337   35,134 11,203
74,212   56,694 17,518
5,865   4,535 1,330
2,784   4,991 -2,207
14,776   14,350 426
9,936   10,079 -143
12   11 1
2,921   1,171 1,750
420   398 22
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
      9,490
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       1,474
b       72
c       -172
d       853
e       305
      -34
      215
      39
      -1,919
      900
      -11
      8
      2,772
      -15
      413
      714
      476
      137
      -300
      74
      52
      1,094
      605
      957
      -548
      343
      173
      1,006
      1,305
      1,621
      80
      174
      73
      565
      200
      1,109
      70
      92
      63
      201
      750
      -6
      -71
      282
      572
      75
      510
      72
      2
      333
      124
      240
      18
      263
      9
      -67
      2,188
      109
      139
      345
      682
      161
      577
      1
      148
      109
      106
      256
      94
      325
      53
      120
      -18
      159
      48
      183
      1,455
      4,445
      248
      427
      1,120
      1,464
      792
      21
      6,996
      343
      -3
      1,511
      220
      125
      1,602
      1,341
      2,105
      97
      1,683
      241
      172
      181
      1,586
      140
      163
      -17
      -93
      276
      1,318
      93
      236
      45
      53
      607
      271
      240
      22
      313
      -59
      2,362
      244
      204
      855
      232
      154
      219
      55
      38
      152
      -32
      104
      184
      167
      32
      69
      104
      4,012
      830
      11,999
      11,203
      17,518
      1,330
      -2,207
      426
      -143
      1
      1,750
      22
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 113,879
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 2,046
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 2,046
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 2,046
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 722
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.............. 7 722
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 1,324
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)
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 395-6964

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
1 		31,692    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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
2,477,041
b
Average of monthly cash balances.......................
1b
42,631
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,519,672
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
2,519,672
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,795
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,481,877
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
124,094
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
124,094
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,046
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,046
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
122,048
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
122,048
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
122,048
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
127,804
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
127,804
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 7 122,048
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
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...... 25,753
d From 2023...... 42,190
e From 2024...... 10,595
f Total of lines 3a through e ........ 78,538
4Qualifying distributions for 2025 from Part
XI, line 4: $ 127,804
a Applied to 2024, but not more than line 2a 0
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..... 122,048
e Remaining amount distributed out of corpus 5,756
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 84,294
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 .......... 		0
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 ...... 		84,294
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 25,753
c Excess from 2023 .... 42,190
d Excess from 2024 .... 10,595
e Excess from 2025 .... 5,756
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

TEXAS SCOTTISH RITE HOSPITAL

2222 WELBORN STREET
DALLAS,TX75219 		NONE   GENERAL SUPPORT 60,733

METHODIST CHILDREN'S HOME

1111 HERRING AVENUE
WACO,TX76708 		NONE   GENERAL SUPPORT 60,733
Total ................................. 3a 121,466
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 60,161  
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 ............ 		    18 113,879  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   174,040  
13Total. Add line 12, columns (b), (d), and (e)..................
13
174,040
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Name of Bond End of Year Book Value End of Year Fair Market Value
00287YBX6 ABBVIE INC 29,208 29,093
023135BX3 AMAZON.COM INC CALL    
037833EH9 APPLE INC 22,928 23,621
171239AG1 CHUBB INA HOLDINGS I 26,849 26,432
20268JAK9 COMMONSPIRIT HEALTH 30,104 31,011
26441CBS3 DUKE ENERGY CORP 29,945 30,162
30231GBJ0 EXXON MOBIL CORPORAT 15,103 14,935
46625HNJ5 JPMORGAN CHASE & CO 30,282 30,218
718172CV9 PHILIP MORRIS INTL I 29,951 30,649
78016EZQ3 ROYAL BANK OF CANADA 28,007 29,747
89420GAE9 TRAVELERS PPTY CAS C 34,773 33,715
06051GGA1 BANK OF AMERICA CORP 23,581 24,768
30303M8N5 META PLATFORMS INC 30,214 30,870
64110LAT3 NETFLIX INC 30,882 31,541
38141GA53 GOLDMAN SACHS GROUP 27,806 27,848
89236TLM5 TOYOTA MOTOR CREDIT 24,522 25,488
92939UAH9 WEC ENERGY GROUP INC    
02079KAY3 ALPHABET INC 19,973 20,005
24951RAF6 DEPAUL UNIVERSITY 35,000 35,020
53229UAA5 BROWN UNIVERSITY HEA 15,000 15,214

TY 2025 InvestmentsCorpStockSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES 5,832 8,394
00287Y109 ABBVIE INC 4,938 7,769
02079K305 ALPHABET INC/CA-CL A 18,019 54,775
023135106 AMAZON COM INC 14,106 34,161
037833100 APPLE INC 7,706 50,838
060505104 BANK OF AMERICA CORP 6,168 12,320
11135F101 BROADCOM INC 4,766 31,841
166764100 CHEVRON CORPORATION 2,938 5,182
22160K105 COSTCO WHOLESALE COR 5,198 10,348
254687106 DISNEY WALT CO 5,450 5,120
30231G102 EXXON MOBIL CORP 4,947 11,432
30303M102 META PLATFORMS INC 8,226 29,044
437076102 HOME DEPOT INC 5,907 9,291
438516106 HONEYWELL INTL INC 6,537 7,218
46625H100 JPMORGAN CHASE & CO 7,213 19,655
532457108 ELI LILLY & CO 9,386 19,344
57636Q104 MASTERCARD INC CL A 6,300 13,130
580135101 MCDONALD'S CORP    
594918104 MICROSOFT CORP 17,196 54,649
67066G104 NVIDIA CORP 47,785 63,970
713448108 PEPSICO INC    
718172109 PHILIP MORRIS INTERN 5,347 9,624
742718109 PROCTER & GAMBLE CO 3,785 5,876
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC 5,668 11,223
G1151C101 ACCENTURE PLC CLASS    
053332102 AUTOZONE INC 2,476 3,392
09260D107 BLACKSTONE INC 4,444 6,782
101137107 BOSTON SCIENTIFIC CO 4,267 7,914
127387108 CADENCE DESIGN SYSTE 7,927 9,690
172908105 CINTAS CORP 5,399 8,463
35137L105 FOX CORP - CLASS A - 2,031 4,896
452308109 ILLINOIS TOOL WORKS    
58933Y105 MERCK & CO INC 7,204 7,473
617446448 MORGAN STANLEY 4,548 10,297
620076307 MOTOROLA SOLUTIONS I 4,063 5,750
74762E102 QUANTA SVCS INC 3,385 8,441
78409V104 S&P GLOBAL INC 5,356 7,839
81762P102 SERVICE NOW INC 6,776 8,425
863667101 STRYKER CORP 3,986 5,272
872540109 TJX COMPANIES INC NE 4,815 8,449
874039100 TAIWAN SEMICONDUCTOR 2,655 9,421
879360105 TELEDYNE TECHNOLOGIE 6,678 7,661
92939U106 WEC ENERGY GROUP INC 2,967 4,007
H1467J104 CHUBB LTD 5,532 8,427
049560105 ATMOS ENERGY CORP 5,351 7,879
09290D101 BLACKROCK FUNDING IN 3,576 8,563
277432100 EASTMAN CHEM CO    
443510607 HUBBELL INC 6,080 7,106
512807306 LAM RESEARCH CORP 4,316 11,983
571903202 MARRIOTT INTERNATION 5,339 6,825
754730109 RAYMOND JAMES FINANC 6,105 6,584
824348106 SHERWIN-WILLIAMS CO 6,066 5,184
893641100 TRANSDIGM GROUP INC 6,685 6,649
G54950103 NEW LINDE PLC 6,202 5,543
144285103 CARPENTER TECHNOLOGY 3,750 4,723
147528103 CASEYS GENERAL STORE 6,344 8,291
36828A101 GE VERNOVA LLC 7,448 9,150
58155Q103 MCKESSON CORPORATION 6,454 7,383
75513E101 RTX CORPORATION 8,003 10,087
V7780T103 ROYAL CARIBBEAN CRUI 6,732 8,368

TY 2025 InvestmentsGovtObligationsSch
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
US Government Securities - End of Year Book Value:

560,400
US Government Securities - End of Year Fair Market Value:

577,275
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 InvestmentsOtherSchedule2
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00769G535 LSV SMALL CAP FUND-I AT COST 28,354 30,619
00770X675 PZENA EMERG MKTS VAL AT COST 47,507 58,155
25434V807 DIMENSIONAL INTERNAT AT COST 80,041 102,046
317609295 SEAFARER OVERSEAS GR      
413838566 OAKMARK INTL SM CAP-      
461418444 WCM FOCUSED INTL GRO AT COST 34,680 41,847
464287200 ISHARES CORE S&P 500 AT COST 38,571 62,330
46434V456 ISHARES MSCI INTL QU      
543069405 LONGLEAF PARTNERS FD      
89154M702 TOUCHSTONE SANDS EM AT COST 38,005 48,948
04314H576 ARTISAN INTL SM/MID-      
42588P809 HENNESSY FOCUS FUND      
674375878 OBERWEIS SMALL CAP O AT COST 24,416 32,114
74441C881 PGIM JENN M/C GROW-R AT COST 35,735 34,647
89155H389 TOUCHSTONE MIDCAP VA AT COST 32,349 35,464
025072349 AVANTIS US LARGE CAP AT COST 35,559 41,674
37954Y632 GLOBAL X ART INTEL & AT COST 104,214 106,704
46138E800 INVESCO CHINA TECHNO AT COST 52,664 48,308
46435G326 ISHARES CORE MSCI DE AT COST 82,066 94,192
52107V229 LAZARD INTL QLTY GRW AT COST 46,438 43,845

TY 2025 OtherDecreasesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Description Amount
CY PURCHASE OF ACCRUED INTEREST 374
MUTUAL FUND TIMING ADJ 585
PY RETURN OF CAPITAL ADJUSTMENT 89
ROC ON CY SALES 6
TAX PAYMENT TIMING ADJ 1,287


TY 2025 OtherExpensesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherIncreasesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,219
COST BASIS ADJ 33


TY 2025 TaxesSchedule
Name:
DOYLE R REDDELL TRUST
EIN:
75-6242027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 659 659   0
FEDERAL TAX PAYMENT - PRIOR YE 1,573 0   0
FEDERAL ESTIMATES - PRINCIPAL 722 0   0
FOREIGN TAXES ON NONQUALIFIED 335 335   0