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
ZELMA TURLEY TRUST UNDER WILL 1020001168
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 260
  Room/suite
City or town
CHAMPAIGN
State or province
IL
Country  
ZIP or foreign postal code
618240260
A Employer identification number

37-6250107
B Telephone number (see instructions)

2173654800
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,326,601J 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... 118,758 118,758  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 79,241
b Gross sales price for all assets on line 6a 609,601
7 Capital gain net income (from Part IV, line 2)... 79,241
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........ 197,999 197,999  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,743 47,743    
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
1,550 1,550 0 0
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
6,053 2,281   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
26,760 26,760    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,106 78,334 0 0
25 Contributions, gifts, grants paid....... 191,257 191,257
26 Total expenses and disbursements. Add lines 24 and 25 ................ 273,363 78,334 0 191,257
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -75,364
b Net investment income (if negative, enter -0-) 119,665
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......... 88,196 76,400 76,400
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) 346,574 Click to see attachment
List of Attached Documents:
// Content
327,284 		329,125
b Investments—corporate stock (attach schedule)....... 1,596,216 Click to see attachment
List of Attached Documents:
// Content
1,613,119 		3,115,369
c Investments—corporate bonds (attach schedule)....... 851,320 Click to see attachment
List of Attached Documents:
// Content
792,372 		805,707
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) 2,882,306 2,809,175 4,326,601
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........ 2,882,306 2,809,175
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)..... 2,882,306 2,809,175
30 Total liabilities and net assets/fund balances (see instructions). 2,882,306 2,809,175
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
2,882,306
2
Enter amount from Part I, line 27a .....................
2
-75,364
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,178
4
Add lines 1, 2, and 3 ..........................
4
2,811,120
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,945
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,809,175
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 36. ALPHABET INC   2017-11-09 2025-06-13
b 30. APPLE COMPUTER INC.   2017-11-09 2025-04-04
c 18. APPLE COMPUTER INC.   2017-11-09 2025-06-13
d 12. APPLIED MATERIALS   2019-07-09 2025-05-05
e 43. APPLIED MATERIALS   2018-12-14 2025-06-13
33. BECTON, DICKINSON & CO.   2017-11-09 2025-10-15
7. BERKSHIRE HATHAWAY INC   2021-01-21 2025-06-13
170. BRISTOL MYERS SQUIBB CO.   2020-06-05 2025-06-03
12. BROADCOM INC   2021-11-16 2025-05-05
22. BROADCOM INC   2021-11-16 2025-06-13
20. BROADCOM INC   2021-11-16 2025-09-26
.765 CAPITAL ONE FINL CORP   2019-08-29 2025-05-21
10. CAPITAL ONE FINL CORP   2019-08-29 2025-06-13
39. CONSTELLATION ENERGY CORP   2023-05-24 2025-02-26
28. CUMMINS INC   2021-12-29 2025-05-05
36. CUMMINS INC   2022-04-14 2025-06-13
30000. FEDERAL HOME LOAN BANKS CONS BD 3% 09/11   2017-11-29 2025-04-25
30000. FHLB CONS BD 2.375% 03/14/2025   2017-11-30 2025-03-14
4556.005 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-02-01 2025-04-08
32. FISERV INC   2025-07-31 2025-11-20
132. FISERV INC   2020-08-27 2025-11-20
6.942 GMO INTERNATIONAL OPPORTUNISTIC VALUE FU   2018-12-20 2025-05-05
30000. HEALTH CARE REIT INC NT 4% 06/01/2025   2017-11-29 2025-06-01
41. J P MORGAN CHASE & CO   2017-11-09 2025-02-26
6. J P MORGAN CHASE & CO   2017-11-09 2025-05-05
29. J P MORGAN CHASE & CO   2017-11-09 2025-06-13
18. LEIDOS HOLDINGS INC   2023-11-29 2025-06-13
40000. LINCOLN NATIONAL 3.4% 01/15/2031-2030   2024-02-02 2025-02-19
42. LULULEMON ATHLETICA INC   2024-12-13 2025-09-26
10. MASTERCARD INCORPORATED   2017-11-09 2025-05-05
12. MASTERCARD INCORPORATED   2017-11-09 2025-06-13
1. MICROSOFT CORPORATION   2017-11-09 2025-05-05
12. MICROSOFT CORPORATION   2017-11-09 2025-06-13
132. NIKE INC   2017-11-09 2025-04-14
67. NOVO NORDISK AS   2024-11-19 2025-08-19
34. NOVO NORDISK AS   2024-02-27 2025-08-19
51. NVIDIA CORPORATION CORP COM   2024-06-07 2025-06-13
53. ORACLE CORP   2017-11-09 2025-06-13
17. ORACLE CORP   2017-11-09 2025-09-25
50000. ORACLE CORP 4.9% 02/06/2033-2032   2024-09-23 2025-12-16
57. PHILIP MORRIS INTL INC   2021-11-24 2025-07-31
3194.711 CONGRESS MID CAP GROWTH FUND INSTITUTION   2023-12-08 2025-12-08
25. QUALCOMM INC   2021-03-17 2025-06-13
25000. SALESFORCE COM INC 3.7% 04/11/2028-2028   2020-04-16 2025-04-25
25000. UNITED STATES TREASURY NT 2% 02/15/2025   2021-05-25 2025-02-15
60000. UNITED STATES OF AMERICA NOTES (B-2031)   2021-11-15 2025-04-25
58. NVENT ELECTRIC PLC   2018-05-04 2025-10-01
75. LYONDELLBASELL INDUSTRIES NV   2018-12-27 2025-04-04
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 6,390   1,843 4,547
b 5,737   1,306 4,431
c 3,540   784 2,756
d 1,873   460 1,413
e 7,398   1,408 5,990
6,161   7,308 -1,147
3,411   1,642 1,769
8,194   9,827 -1,633
2,433   682 1,751
5,507   1,251 4,256
6,707   1,137 5,570
150   60 90
1,929   786 1,143
10,579   2,692 7,887
8,552   6,128 2,424
11,561   7,246 4,315
29,589   30,166 -577
30,000   30,000  
44,239   45,150 -911
1,930   4,468 -2,538
7,960   9,090 -1,130
111   87 24
30,000   30,000  
10,615   3,977 6,638
1,526   582 944
7,692   2,813 4,879
2,673   1,911 762
36,210   36,241 -31
7,243   16,367 -9,124
5,629   1,479 4,150
6,724   1,774 4,950
438   83 355
5,698   997 4,701
7,315   7,366 -51
3,640   6,873 -3,233
1,847   4,158 -2,311
7,240   6,152 1,088
11,386   2,583 8,803
4,955   828 4,127
47,848   50,859 -3,011
9,358   5,154 4,204
70,731   65,749 4,982
3,895   3,077 818
24,719   26,507 -1,788
25,000   25,000  
51,101   58,590 -7,489
5,793   1,459 4,334
4,379   6,260 -1,881
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
      11,995
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       4,547
b       4,431
c       2,756
d       1,413
e       5,990
      -1,147
      1,769
      -1,633
      1,751
      4,256
      5,570
      90
      1,143
      7,887
      2,424
      4,315
      -577
       
      -911
      -2,538
      -1,130
      24
       
      6,638
      944
      4,879
      762
      -31
      -9,124
      4,150
      4,950
      355
      4,701
      -51
      -3,233
      -2,311
      1,088
      8,803
      4,127
      -3,011
      4,204
      4,982
      818
      -1,788
       
      -7,489
      4,334
      -1,881
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 79,241
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 1,663
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 1,663
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 17,557
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 350
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.............. 7 350
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 350
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 350
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)
IL
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 ofBUSEY BANK Telephone no. (217) 365-4800

Located at201 W MAIN STURBANAIL ZIP+461801
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
BUSEY BANK TRUSTEE
10 		47,743    
201 W MAIN ST
URBANA,IL61801
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,029,398
b
Average of monthly cash balances.......................
1b
60,600
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,089,998
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,089,998
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
61,350
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,028,648
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
201,432
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
201,432
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
201,432
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
201,432
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
201,432
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
191,257
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
191,257
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 7 201,432
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 191,257
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: $ 191,257
a Applied to 2024, but not more than line 2a 191,257
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..... 0
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 .......... 		201,432
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

EUREKA COLLEGE
BUSINESS OFFICE
300 E COLLEGE AVE
EUREKA,IL615301500 		NONE   EDUCATION 191,257
Total ................................. 3a 191,257
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 ....     14 118,758  
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 79,241  
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) ..   197,999  
13Total. Add line 12, columns (b), (d), and (e)..................
13
197,999
(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:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,550 1,550    

TY 2025 InvestmentsCorpBondsSchedule
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN ELECTRIC POWER COMPAN 24,109 25,187
DELL INTERNATIONAL LLC/EMC 5.3 29,633 30,986
DUKE ENERGY CORP 3.4% 06/15/20 23,050 24,427
EBAY INC SR GLBL NT 3.6% 06/05 29,916 29,841
FIFTH THIRD BANCORP 2.55% 05/0 42,725 44,154
HUMANA INC 2.15% 02/03/2032-20 28,843 30,381
HUMANA INC 5.95% 03/15/2034-20 31,088 31,532
INTERNATIONAL BUSINESS MACHS 5 49,212 49,287
BLACKROCK INSTITUTIONAL TRUST 72,975 77,258
KEURIG DR PEPPER INC GLBL NT 3 25,748 23,770
LOWES COMPANIES INC SR GLBL NT 27,957 25,336
NVIDIA CORPORATION CORPORATION 30,226 31,537
OMNICOM GROUP INC 3.6% 04/15/2 30,342 29,956
PNC FINANCIAL SERVICES GROUP S 26,220 23,546
PHILIP MORRIS INTL INC 5.125% 24,741 25,864
PROLOGIS LP 4.75% 06/15/2033-2 39,478 40,406
REPUBLIC SVCS INC 5.2% 11/15/2 46,818 46,675
SOUTHERN COMPANY GAS CAP CORP 24,839 25,703
TRUIST BANK (NORTH CAROLINA) 2 24,662 25,667
UNITEDHEALTH GROUP INC 2.3% 05 45,243 45,130
VANGUARD MALVERN FUNDS EMERGIN 16,571 17,402
VMWARE INC 2.2% 08/15/2031-202 36,524 38,258
WELLS FARGO & COMPANY FR 4.15% 24,002 25,072
WORKDAY INC 3.8% 04/01/2032-20 37,450 38,332
FIDELITY INTERMEDIATE TREASURY    
HEALTH CARE REIT INC NT 4% 06/    
LINCOLN NATIONAL 3.4% 01/15/20    
ORACLE CORP 4.9% 02/06/2033-20    
SALESFORCE COM INC 3.7% 04/11/    

TY 2025 InvestmentsCorpStockSchedule
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Name of Stock End of Year Book Value End of Year Fair Market Value
AQR TM EMERGING MULTI-SYTLE FU 61,330 85,694
ADOBE INC 15,833 15,400
ALPHABET INC 28,874 176,983
ALTRIA GROUP INC 4,411 6,343
AMAZON COM INC 41,047 108,485
AMERICAN CENTURY MID CAP VALUE 67,614 67,977
AMGEN INC 10,681 20,293
AMPHENOL CORP 5,757 13,109
APPLE INC 17,853 111,463
APPLIED MATERIALS 4,750 37,264
BERKSHIRE HATHAWAY INC 22,975 54,286
BROADCOM INC 11,544 70,258
CBRE GROUP INC 13,798 34,570
CIGNA GROUP 5,970 8,807
CANADIAN PACIFIC KANSAS CITY L 14,137 14,579
CAPITAL ONE FINANCIAL CORP 8,195 32,961
CHEVRON CORP 6,999 9,145
CITIGROUP INC 14,228 23,221
COLGATE PALMOLIVE CO 13,644 16,041
CONSOLIDATED EDISON INC 16,223 18,672
CONSTELLATION ENERGY CORP 3,081 29,675
CROWN CASTLE INC 8,263 6,488
CUMMINS INC 19,041 44,920
DFA INTERNATIONAL CORE EQUITY 23,710 36,483
DFA EMERGING MARKETS CORE EQUI 64,360 98,453
DFA LARGE CAP INTERNATIONAL PO 144,512 250,836
DANAHER CORPORATION 10,505 23,808
DECKERS OUTDOOR CORP COM 7,080 6,842
WALT DISNEY CO 9,681 12,970
AMERICAN FUNDS EUROPACIFIC GRO 2,145 2,738
EXELON CORPORATION 10,668 15,082
EXPEDITORS INTERNATIONAL OF WA 4,896 12,219
EXXON MOBIL CORP 9,420 13,598
META PLATFORMS INC 11,607 55,448
FIDELITY TOTAL INTERNATIONAL I 111,427 181,649
GMO INTERNATIONAL OPPORTUNISTI 24,272 31,741
ARTHUR J GALLAGHER & CO 7,689 8,540
GENERAL DYNAMICS CORP 6,014 10,436
GOLDMAN SACHS GROUP INC 7,763 31,644
BLACKROCK RUSSELL 2000 ETF 23,724 40,124
JP MORGAN CHASE & CO 15,910 52,844
JOHNSON & JOHNSON 19,201 28,352
LABCORP HOLDINGS INC COM SHS 8,617 15,555
LEIDOS HOLDINGS INC 19,756 29,766
ELI LILLY AND CO 4,940 7,523
LOWES COMPANIES INC 8,687 27,010
MASTERCARD INCORPORATED 10,318 39,962
MCKESSON CORP 5,526 5,742
MICROSOFT CORP 18,197 105,913
NUCOR CORP 10,053 23,162
NVIDIA CORPORATION CORP COM 31,297 111,714
OREILLY AUTOMOTIVE INC 7,279 9,577
ORACLE CORP 6,237 24,948
PEPSICO INC 19,353 24,398
PFIZER INC 11,825 8,889
PHILIP MORRIS INTL INC 10,912 21,494
PROCTER AND GAMBLE CO 10,063 16,481
QUALCOMM INC 10,704 26,000
RAYTHEON TECHNOLOGIES CORP 13,358 30,078
SCHLUMBERGER LTD 10,273 11,053
CHARLES SCHWAB CORP 14,268 24,178
STONE RIDGE HIGH YIELD REINSUR 102,929 104,690
TESLA MTRS INC COM 5,505 5,397
THERMO FISHER SCIENTIFIC INC 14,210 27,234
UBER TECHNOLOGIES INC COM 10,709 11,521
VALERO ENERGY CORPORATION 4,329 8,791
VANGUARD FTSE ALL-WORLD EX-US 56,769 85,906
VENTAS INC 3,592 5,494
VANGUARD MID CAP GROWTH ETF 70,558 69,227
VANGUARD SMALL CAP INDEX FUND 63,592 123,512
VANGUARD TOTAL STOCK MARKET ET 43,857 60,013
WILLIAM BLAIR EMERGING MKTS SM 116 159
ZEBRA TECHNOLOGIES CORP 8,407 5,099
ACCENTURE PLC 10,595 19,854
JOHNSON CONTROLS INTERNATIONAL 9,774 30,536
LINDE PLC 11,417 19,188
MEDTRONIC PLC 8,759 10,182
NVENT ELECTRIC PLC 2,085 9,075
PENTAIR PLC 16,782 28,118
ASML HOLDING NV 6,639 7,489
BECTON DICKINSON AND CO    
BRISTOL MYERS SQUIBB CO    
DISCOVER FINANCIAL SERVICES    
FISERV INC    
LULULEMON ATHLETICA INC    
NIKE INC    
NOVO NORDISK AS    
CONGRESS MID CAP GROWTH FUND I    
LYONDELLBASELL INDUSTRIES NV    

TY 2025 InvestmentsGovtObligationsSch
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
US Government Securities - End of Year Book Value:

327,284
US Government Securities - End of Year Fair Market Value:

329,125
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherDecreasesSchedule
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Description Amount
INCOME POSTED AFTER PERIOD END 180
DEMINIMIS ADJUSTMENT FOR ROUNDING 4
2024 TAX PAYMENT POSTED IN 2025 1,187
PRIOR YEAR ACCRUED INTEREST ADJUSTMENT 247
ACCRUED INTEREST POSTED IN 2024 FOR 2025 327


TY 2025 OtherExpensesSchedule
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 15 15   0
OTHER TAXES (NOT SUBJECT TO $1 26,745 26,745   0


TY 2025 OtherIncreasesSchedule
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Description Amount
INCOME POSTED FOR PRIOR PERIOD 243
FEDERAL TAX REFUND 0
2025 1041 PAYMENT POSTED IN 2026 3,935


TY 2025 TaxesSchedule
Name:
ZELMA TURLEY TRUST UNDER WILL 1020001168
EIN:
37-6250107
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 362 362   0
STATE INCOME TAXES - PRINCIPAL 3,772 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,192 1,192   0
FOREIGN TAXES ON NONQUALIFIED 727 727   0