TY 2025 Form 990PF

- TIN:

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
MORSE FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532 AFT
Room/suite

City or town
PENNINGTON

State or province
NJ

Country

ZIP or foreign postal code
08534

A Employer identification number

20-1962411

B Telephone number (see instructions)

8888663275

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,530,785J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	32,564		32,523
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		58,207
b	Gross sales price for all assets on line 6a 313,473
7	Capital gain net income (from Part IV, line 2)...			58,207
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........	90,771		90,730
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,865	1,719	0	1,146
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	8,224	4,934		3,290
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,563	11		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).......	List of Attached Documents: // Content	4	4
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	12,656		6,668	0	4,436
25	Contributions, gifts, grants paid.......	70,000				70,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	82,656		6,668	0	74,436
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	8,115
b	Net investment income (if negative, enter -0-)			84,062
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		59	59
	2	Savings and temporary cash investments.........	119,592	147,391	147,391
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,178,235	List of Attached Documents: // Content 1,158,358	1,383,335
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,297,827	1,305,808	1,530,785
	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
		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........	1,297,827	1,305,808
	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).....	1,297,827	1,305,808
	30	Total liabilities and net assets/fund balances (see instructions).	1,297,827	1,305,808

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,297,827

Enter amount from Part I, line 27a .....................

8,115

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

1,305,942

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

134

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

1,305,808

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	10. FIDELITY MSCI UTILITIES INDEX		2024-06-17	2025-01-15
b	4. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND		2024-06-17	2025-01-15
c	5. INVESCO AEROSPACE AND DEFENSE ETF		2024-09-10	2025-01-15
d	33. ISHARES NASDAQ BIOTECH ETF		2024-06-17	2025-01-15
e	35. ISHARES U.S. HOME CONSTRUCTION ETF		2024-06-17	2025-01-15
	14. ISHARES TR U S INFRASTRUCTURE ETF		2024-06-17	2025-01-15
	9. PACER DATA & INFRA REAL ESTATE ETF		2024-06-17	2025-01-15
	36. HEALTH CARE SELECT SPDR		2024-06-17	2025-01-15
	14. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2024-06-17	2025-01-15
	14. ST STRT REAL ESTATE SLCT SCTR SPDR ETF		2024-06-17	2025-01-15
	12. VANECK SEMICONDUCTOR ETF		2024-06-17	2025-01-15
	4. VANGUARD INDUSTRIAL ETF		2024-06-17	2025-01-15
	6. VANGUARD MATERIALS ETF		2024-06-17	2025-01-15
	13. APPLE INC		2017-10-24	2025-01-17
	2. J P MORGAN CHASE & CO COM		2023-03-14	2025-01-17
	3. MICRON TECHNOLOGY INC		2024-10-11	2025-01-17
	18. MICRON TECHNOLOGY INC		2024-07-12	2025-01-17
	1. PRINCIPAL FINL GROUP INC COM		2022-05-19	2025-01-17
	2. PRINCIPAL FINL GROUP INC COM		2023-11-21	2025-01-17
	4. PRINCIPAL FINL GROUP INC COM		2022-05-18	2025-01-17
	24. SEAGATE TECH HLDGS PUB LTD CO		2024-04-17	2025-01-17
	6. SEAGATE TECH HLDGS PUB LTD CO		2024-04-18	2025-01-17
	4. SEAGATE TECH HLDGS PUB LTD CO		2024-04-19	2025-01-17
	8. PRINCIPAL FINL GROUP INC COM		2022-05-19	2025-01-21
	2. PRINCIPAL FINL GROUP INC COM		2023-11-21	2025-01-22
	10. PRINCIPAL FINL GROUP INC COM		2022-05-19	2025-01-22
	5. PRINCIPAL FINL GROUP INC COM		2023-12-01	2025-01-23
	4. PRINCIPAL FINL GROUP INC COM		2023-11-21	2025-01-23
	13. APPLE INC		2017-10-24	2025-01-24
	2. PRINCIPAL FINL GROUP INC COM		2023-12-01	2025-01-24
	5. PRINCIPAL FINL GROUP INC COM		2023-12-04	2025-01-24
	3. TESLA INC		2024-11-08	2025-01-24
	3. VERTIV HLDG CO		2024-06-14	2025-01-24
	5. VERTIV HLDG CO		2024-06-13	2025-01-24
	3. PRINCIPAL FINL GROUP INC COM		2023-12-04	2025-01-27
	6. PRINCIPAL FINL GROUP INC COM		2023-12-05	2025-01-27
	10. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-08-12	2025-02-21
	1. COSTCO WHSL CORP NEW COM		2021-03-15	2025-02-21
	3. D R HORTON INC		2023-12-15	2025-02-21
	7. D R HORTON INC		2024-03-11	2025-02-21
	5. MICRON TECHNOLOGY INC		2024-10-14	2025-02-21
	5. MICRON TECHNOLOGY INC		2024-11-01	2025-02-21
	10. MICRON TECHNOLOGY INC		2024-10-11	2025-02-21
	9. NVIDIA CORP 00		2023-01-31	2025-02-21
	5. NVIDIA CORP 00		2023-03-10	2025-02-21
	7. VERTIV HLDG CO		2024-06-14	2025-02-21
	3. WELLTOWER INC		2024-10-14	2025-02-21
	2. WELLTOWER INC		2024-10-15	2025-02-21
	7. D R HORTON INC		2024-03-11	2025-02-24
	5. D R HORTON INC		2024-03-12	2025-02-24
	5. D R HORTON INC		2024-03-13	2025-02-24
	2. FIDELITY MSCI UTILITIES INDEX		2024-06-17	2025-03-12
	1. ISHARES NASDAQ BIOTECH ETF		2024-06-17	2025-03-12
	1. ISHARES U.S. HOME CONSTRUCTION ETF		2024-06-17	2025-03-12
	1. ISHARES U.S. HOME CONSTRUCTION ETF		2024-06-17	2025-03-12
	2. PACER DATA & INFRA REAL ESTATE ETF		2024-06-17	2025-03-12
	6. HEALTH CARE SELECT SPDR		2024-06-17	2025-03-12
	4. HEALTH CARE SELECT SPDR		2024-06-17	2025-03-12
	27. STE STRT COMTN SR SLCT SCTR SPDR ETF		2024-06-17	2025-03-12
	11. ST STRT REAL ESTATE SLCT SCTR SPDR ETF		2024-06-17	2025-03-12
	3. VANGUARD CONSUMER STAPLES ETF		2024-06-17	2025-03-12
	12. VANGUARD INDUSTRIAL ETF		2024-06-17	2025-03-12
	3. VANGUARD INFORMATION TECH ETF		2024-06-17	2025-03-12
	3. INTERACTIVE BROKERS GROU INC		2024-11-15	2025-03-13
	2. INTERACTIVE BROKERS GROU INC		2024-11-15	2025-03-13
	5. INTERACTIVE BROKERS GROU INC		2024-11-18	2025-03-13
	6. INTERACTIVE BROKERS GROU INC		2024-11-19	2025-03-13
	1. INTERNATIONAL BUSINESS MACHS CORP		2023-08-14	2025-03-13
	2. INTERNATIONAL BUSINESS MACHS CORP		2023-08-14	2025-03-13
	2. ELI LILLY CO		2023-10-24	2025-03-13
	1. ELI LILLY CO		2023-10-25	2025-03-13
	2. TPG INC REG SHS CL A		2024-07-29	2025-03-13
	1. TPG INC REG SHS CL A		2024-07-29	2025-03-13
	7. TPG INC REG SHS CL A		2024-07-30	2025-03-13
	2. TPG INC REG SHS CL A		2024-07-31	2025-03-13
	1. TESLA INC		2024-11-08	2025-03-13
	6. TESLA INC		2024-11-26	2025-03-13
	3. TESLA INC		2024-11-08	2025-03-13
	2. TPG INC REG SHS CL A		2024-07-31	2025-03-14
	10. TPG INC REG SHS CL A		2024-08-01	2025-03-14
	1. AMAZON COM INC		2022-09-09	2025-04-07
	1. BROADCOM INC		2024-12-19	2025-04-07
	1. FIDELITY MSCI UTILITIES INDEX		2024-06-17	2025-04-07
	1. VANGUARD CONSUMER STAPLES ETF		2024-06-17	2025-04-07
	1. ZOETIS INC		2024-06-17	2025-04-07
	10. CATERPILLAR INC		2023-07-18	2025-04-25
	7. CONSOLIDATED EDISON INC		2023-11-15	2025-04-25
	11. CONSOLIDATED EDISON INC		2023-11-15	2025-04-25
	1. CONSOLIDATED EDISON INC		2023-11-16	2025-04-25
	2. CONSOLIDATED EDISON INC		2023-11-16	2025-04-28
	7. CONSOLIDATED EDISON INC		2023-11-17	2025-04-28
	6. CONSOLIDATED EDISON INC		2023-11-20	2025-04-28
	3. BROADCOM INC		2024-12-19	2025-05-19
	6. INTERACTIVE BROKERS GROU INC		2024-11-20	2025-05-19
	1. ELI LILLY CO		2024-01-26	2025-05-19
	1. ELI LILLY CO		2023-12-01	2025-05-19
	4. UNITEDHEALTH GROUP INC		2024-11-15	2025-05-19
	2. UNITEDHEALTH GROUP INC		2024-11-11	2025-05-19
	5. UNITEDHEALTH GROUP INC		2024-11-08	2025-05-19
	1. UNITEDHEALTH GROUP INC		2024-11-11	2025-05-19
	2. ALPHABET INC SHS CL A		2024-04-17	2025-06-23
	3. AMERICAN EXPRESS CO		2023-05-12	2025-06-23
	4. AMERICAN EXPRESS CO		2023-06-12	2025-06-23
	2. APPLE INC		2017-10-24	2025-06-23
	7. APPLE INC		2021-03-15	2025-06-23
	5. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-08-12	2025-06-23
	5. BROADCOM INC		2024-12-19	2025-06-23
	3. CONSOLIDATED EDISON INC		2023-11-20	2025-06-23
	2. CONSOLIDATED EDISON INC		2023-12-07	2025-06-23
	5. EXXON MOBIL CORPORATION		2023-07-18	2025-06-23
	9. FIRST TRUST CLOUD COMPUTING ETF		2024-06-17	2025-06-23
	1. FREEPORT-MCMORAN INC		2024-05-08	2025-06-23
	2. GILEAD SCIENCES INC		2024-12-12	2025-06-23
	8. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND		2024-06-17	2025-06-23
	3. HCA HEALTHCARE INC		2023-06-12	2025-06-23
	4. INTERACTIVE BROKERS GROU INC		2024-11-20	2025-06-23
	28. INTERACTIVE BROKERS GROU INC		2024-11-21	2025-06-23
	5. INTERACTIVE BROKERS GROU INC		2024-11-22	2025-06-23
	2. INTERNATIONAL BUSINESS MACHS CORP		2023-08-15	2025-06-23
	8. INVESCO AEROSPACE AND DEFENSE ETF		2024-09-10	2025-06-23
	6. INVESCO KBW BANK ETF		2024-06-17	2025-06-23
	2. J P MORGAN CHASE & CO COM		2023-03-14	2025-06-23
	3. MICROSOFT CORPORATION		2021-03-15	2025-06-23
	4. MICRON TECHNOLOGY INC		2024-11-01	2025-06-23
	4. NVIDIA CORP 00		2023-03-10	2025-06-23
	1. PACER DATA & INFRA REAL ESTATE ETF		2024-06-17	2025-06-23
	1. PALO ALTO NETWORKS INC COM		2023-03-10	2025-06-23
	1. PROGRESSIVE CORP OHIO COM		2022-04-21	2025-06-23
	1. PROGRESSIVE CORP OHIO COM		2023-10-12	2025-06-23
	4. RTX CORP CORP		2024-08-12	2025-06-23
	6. STE STRT COMTN SR SLCT SCTR SPDR ETF		2024-06-17	2025-06-23
	1. STRYKER CORP		2022-04-21	2025-06-23
	2. TJX COMPANIES INCORPORATED NEW		2022-04-21	2025-06-23
	1. TPG INC REG SHS CL A		2024-08-01	2025-06-23
	1. TEXAS INSTRUMENTS INC		2022-08-24	2025-06-23
	48. VANECK SEMICONDUCTOR ETF		2024-06-17	2025-06-23
	4. VANGUARD INDUSTRIAL ETF		2024-06-17	2025-06-23
	20. VANGUARD INFORMATION TECH ETF		2024-06-17	2025-06-23
	12. VERTIV HLDG CO		2024-06-14	2025-06-23
	8. VERTIV HLDG CO		2024-06-17	2025-06-23
	9. VERTIV HLDG CO		2025-04-25	2025-06-23
	1. VISA INC CL A SHRS		2022-09-09	2025-06-23
	3. WALMART INC		2023-08-31	2025-06-23
	2. WASTE CONNECTIONS INC		2022-04-21	2025-06-23
	3. WELLS FARGO COMPANY		2025-01-17	2025-06-23
	4. WELLTOWER INC		2024-10-15	2025-06-23
	5. WILLIAMS COMPANIES DEL		2023-06-28	2025-06-23
	1. WORKDAY INC CL A		2025-03-13	2025-06-23
	1. ZOETIS INC		2024-06-17	2025-06-23
	11. SEAGATE TECH HLDGS PUB LTD CO		2024-04-19	2025-06-23
	1. FIRST TRUST CLOUD COMPUTING ETF		2024-06-18	2025-08-12
	18. FIRST TRUST CLOUD COMPUTING ETF		2024-06-20	2025-08-12
	64. FIRST TRUST CLOUD COMPUTING ETF		2024-06-17	2025-08-12
	9. FIRST TRUST CLOUD COMPUTING ETF		2025-04-07	2025-08-12
	4. FIRST TRUST CLOUD COMPUTING ETF		2025-03-12	2025-08-12
	2. FIRST TRUST CLOUD COMPUTING ETF		2025-01-15	2025-08-12
	5. FIRST TRUST CLOUD COMPUTING ETF		2024-10-09	2025-08-12
	19. ISHARES NASDAQ BIOTECH ETF		2024-06-17	2025-08-12
	5. ISHARES U.S. HOME CONSTRUCTION ETF		2024-06-17	2025-08-12
	61. HEALTH CARE SELECT SPDR		2024-06-17	2025-08-12
	1. CONSUMER DISCRETIONARY SPDR		2024-06-17	2025-08-12
	55. SELECT SECTOR SPDR TR ENERGY SHS BEN INT		2024-06-17	2025-08-12
	4. ST STRT REAL ESTATE SLCT SCTR SPDR ETF		2024-06-17	2025-08-12
	9. VANGUARD CONSUMER STAPLES ETF		2024-06-17	2025-08-12
	3. VANGUARD MATERIALS ETF		2024-06-17	2025-08-12
	6. BROADCOM INC		2024-12-19	2025-08-13
	3. DOORDASH INC REG SHS CL A		2025-05-19	2025-08-13
	7. EXXON MOBIL CORPORATION		2023-09-29	2025-08-13
	3. EXXON MOBIL CORPORATION		2023-10-02	2025-08-13
	3. EXXON MOBIL CORPORATION		2023-08-15	2025-08-13
	2. EXXON MOBIL CORPORATION		2023-08-14	2025-08-13
	2. EXXON MOBIL CORPORATION		2023-08-11	2025-08-13
	13. EXXON MOBIL CORPORATION		2023-08-10	2025-08-13
	8. GILEAD SCIENCES INC		2024-12-13	2025-08-13
	8. GILEAD SCIENCES INC		2024-12-12	2025-08-13
	3. HCA HEALTHCARE INC		2023-06-12	2025-08-13
	1. HCA HEALTHCARE INC		2024-05-24	2025-08-13
	2. HCA HEALTHCARE INC		2024-03-01	2025-08-13
	18. INTERACTIVE BROKERS GROU INC		2024-11-22	2025-08-13
	9. J P MORGAN CHASE & CO COM		2023-03-14	2025-08-13
	1. NVIDIA CORP 00		2023-03-10	2025-08-13
	9. NVIDIA CORP 00		2023-08-31	2025-08-13
	6. PALO ALTO NETWORKS INC COM		2023-03-10	2025-08-13
	5. RTX CORP CORP		2024-08-12	2025-08-13
	5. WASTE CONNECTIONS INC		2022-04-21	2025-08-13
	19. ZOETIS INC		2023-11-09	2025-08-13
	1. ZOETIS INC		2024-06-17	2025-08-13
	2. WASTE CONNECTIONS INC		2022-04-21	2025-08-14
	1. ZOETIS INC		2023-11-09	2025-08-14
	4. CONSOLIDATED EDISON INC		2023-12-07	2025-08-15
	3. CONSOLIDATED EDISON INC		2023-12-08	2025-08-18
	1. CONSOLIDATED EDISON INC		2023-12-12	2025-08-19
	3. CONSOLIDATED EDISON INC		2023-12-11	2025-08-19
	2. CONSOLIDATED EDISON INC		2023-12-08	2025-08-19
	7. CONSOLIDATED EDISON INC		2023-12-15	2025-08-19
	6. CONSOLIDATED EDISON INC		2023-12-15	2025-08-20
	4. CONSOLIDATED EDISON INC		2023-12-15	2025-08-21
	5. CONSOLIDATED EDISON INC		2023-12-15	2025-08-22
	3. CONSOLIDATED EDISON INC		2024-01-26	2025-08-25
	1. CONSOLIDATED EDISON INC		2023-12-15	2025-08-25
	1. CONSOLIDATED EDISON INC		2024-01-26	2025-08-26
	4. CONSOLIDATED EDISON INC		2024-01-26	2025-08-26
	2. CONSOLIDATED EDISON INC		2024-02-05	2025-08-27
	5. CONSOLIDATED EDISON INC		2024-02-02	2025-08-27
	5. CONSOLIDATED EDISON INC		2024-01-31	2025-08-27
	2. CONSOLIDATED EDISON INC		2024-01-30	2025-08-27
	3. CONSOLIDATED EDISON INC		2024-01-29	2025-08-27
	2. CONSOLIDATED EDISON INC		2024-02-01	2025-08-27
	3. CONSOLIDATED EDISON INC		2024-01-26	2025-08-27
	1. CONSOLIDATED EDISON INC		2024-02-05	2025-08-28
	2. CONSOLIDATED EDISON INC		2024-03-01	2025-08-28
	7. CONSOLIDATED EDISON INC		2024-12-20	2025-08-29
	5. CONSOLIDATED EDISON INC		2024-07-15	2025-08-29
	8. CONSOLIDATED EDISON INC		2024-07-12	2025-08-29
	2. CONSOLIDATED EDISON INC		2024-03-04	2025-08-29
	1. CONSOLIDATED EDISON INC		2025-04-07	2025-08-29
	1. CONSOLIDATED EDISON INC		2024-03-05	2025-08-29
	4. CONSOLIDATED EDISON INC		2024-12-19	2025-08-29
	3. CONSOLIDATED EDISON INC		2025-04-07	2025-09-02
	4. CONSOLIDATED EDISON INC		2025-08-13	2025-09-03
	1. CONSOLIDATED EDISON INC		2025-04-07	2025-09-03
	1. CONSOLIDATED EDISON INC		2025-08-13	2025-09-03
	3. CONSOLIDATED EDISON INC		2025-08-13	2025-09-03
	10. CONSOLIDATED EDISON INC		2025-08-14	2025-09-03
	14. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-08-13	2025-10-10
	1. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-11-27	2025-10-10
	10. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-11-26	2025-10-10
	7. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-08-12	2025-10-10
	4. DOORDASH INC REG SHS CL A		2025-05-19	2025-10-10
	1. HCA HEALTHCARE INC		2024-05-28	2025-10-10
	1. HCA HEALTHCARE INC		2024-05-29	2025-10-10
	1. HCA HEALTHCARE INC		2024-05-30	2025-10-10
	5. MICRON TECHNOLOGY INC		2024-11-01	2025-10-10
	8. RTX CORP CORP		2024-08-12	2025-10-10
	4. VERTIV HLDG CO		2025-04-25	2025-10-10
	5. SEAGATE TECH HLDGS PUB LTD CO		2024-04-19	2025-10-10
	4. SEAGATE TECH HLDGS PUB LTD CO		2024-04-22	2025-10-10
	5. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-08-13	2025-10-13
	4. DOORDASH INC REG SHS CL A		2025-05-19	2025-10-13
	1. HCA HEALTHCARE INC		2024-12-19	2025-10-13
	5. RTX CORP CORP		2024-08-12	2025-10-13
	8. TEXAS INSTRUMENTS INC		2025-02-21	2025-10-13
	1. TEXAS INSTRUMENTS INC		2022-08-24	2025-10-13
	1. TEXAS INSTRUMENTS INC		2022-10-19	2025-10-13
	1. TEXAS INSTRUMENTS INC		2022-10-20	2025-10-13
	3. TEXAS INSTRUMENTS INC		2023-07-17	2025-10-13
	1. TEXAS INSTRUMENTS INC		2023-07-18	2025-10-13
	9. TEXAS INSTRUMENTS INC		2023-07-19	2025-10-13
	2. TEXAS INSTRUMENTS INC		2023-07-20	2025-10-13
	2. SEAGATE TECH HLDGS PUB LTD CO		2024-05-09	2025-10-13
	2. SEAGATE TECH HLDGS PUB LTD CO		2024-04-22	2025-10-13
	3. HCA HEALTHCARE INC		2025-02-21	2025-10-14
	4. TEXAS INSTRUMENTS INC		2025-02-21	2025-10-14
	3. TEXAS INSTRUMENTS INC		2025-04-25	2025-10-14
	2. TEXAS INSTRUMENTS INC		2025-04-28	2025-10-14
	2. SEAGATE TECH HLDGS PUB LTD CO		2024-05-09	2025-10-14
	2. SEAGATE TECH HLDGS PUB LTD CO		2024-05-10	2025-10-14
	2. HCA HEALTHCARE INC		2025-02-21	2025-10-15
	3. SEAGATE TECH HLDGS PUB LTD CO		2024-05-13	2025-10-15
	4. SEAGATE TECH HLDGS PUB LTD CO		2024-05-10	2025-10-15
	1. HCA HEALTHCARE INC		2025-02-21	2025-10-16
	1. SEAGATE TECH HLDGS PUB LTD CO		2024-05-13	2025-10-16
	1. SEAGATE TECH HLDGS PUB LTD CO		2024-06-17	2025-10-16
	1. HCA HEALTHCARE INC		2025-02-21	2025-10-17
	8. ALPHABET INC SHS CL A		2024-05-24	2025-12-11
	7. AMAZON COM INC		2022-09-09	2025-12-11
	1. AMERICAN EXPRESS CO		2023-10-03	2025-12-11
	2. AMERICAN EXPRESS CO		2023-06-12	2025-12-11
	9. APPLE INC		2021-03-15	2025-12-11
	7. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089		2024-08-13	2025-12-11
	2. BROADCOM INC		2024-12-19	2025-12-11
	19. CSX CORP		2025-08-13	2025-12-11
	2. CATERPILLAR INC		2023-07-18	2025-12-11
	1. COSTCO WHSL CORP NEW COM		2021-03-15	2025-12-11
	2. DOORDASH INC REG SHS CL A		2025-05-20	2025-12-11
	5. EXXON MOBIL CORPORATION		2023-10-02	2025-12-11
	1. META PLATFORMS INC CLASS A COMMON STOCK		2023-07-17	2025-12-11
	23. FIFTH THIRD BANCORP COM		2023-12-18	2025-12-11
	2. GILEAD SCIENCES INC		2024-12-13	2025-12-11
	7. GILEAD SCIENCES INC		2024-12-16	2025-12-11
	14. GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND		2024-06-17	2025-12-11
	2. INTERNATIONAL BUSINESS MACHS CORP		2023-08-15	2025-12-11
	1. INVESCO KBW BANK ETF		2024-09-10	2025-12-11
	9. INVESCO KBW BANK ETF		2024-06-17	2025-12-11
	11. ISHARES NASDAQ BIOTECH ETF		2024-06-17	2025-12-11
	3. J P MORGAN CHASE & CO COM		2023-03-14	2025-12-11
	1. J P MORGAN CHASE & CO COM		2023-03-31	2025-12-11
	2. ELI LILLY CO		2024-01-26	2025-12-11
	2. MICROSOFT CORPORATION		2022-05-04	2025-12-11
	3. MICROSOFT CORPORATION		2021-03-15	2025-12-11
	8. NVIDIA CORP 00		2023-08-31	2025-12-11
	1. PROGRESSIVE CORP OHIO COM		2023-10-13	2025-12-11
	4. PROGRESSIVE CORP OHIO COM		2024-01-26	2025-12-11
	6. RTX CORP CORP		2024-08-13	2025-12-11
	1. RTX CORP CORP		2024-08-14	2025-12-11
	28. HEALTH CARE SELECT SPDR		2024-06-17	2025-12-11
	19. CONSUMER DISCRETIONARY SPDR		2024-06-17	2025-12-11
	12. SPDR US FINANCIAL SECTOR ETF		2024-06-17	2025-12-11
	23. STE STRT COMTN SR SLCT SCTR SPDR ETF		2024-06-17	2025-12-11
	2. STRYKER CORP		2022-04-21	2025-12-11
	7. TJX COMPANIES INCORPORATED NEW		2022-04-21	2025-12-11
	1. TPG INC REG SHS CL A		2024-08-01	2025-12-11
	1. TPG INC REG SHS CL A		2025-04-07	2025-12-11
	4. TPG INC REG SHS CL A		2024-09-11	2025-12-11
	5. TPG INC REG SHS CL A		2024-09-12	2025-12-11
	41. VANECK SEMICONDUCTOR ETF		2024-06-17	2025-12-11
	2. VANGUARD INDUSTRIAL ETF		2024-06-17	2025-12-11
	11. VANGUARD INFORMATION TECH ETF		2024-06-17	2025-12-11
	3. VISA INC CL A SHRS		2022-09-09	2025-12-11
	1. VISA INC CL A SHRS		2023-05-12	2025-12-11
	6. WALMART INC		2023-08-31	2025-12-11
	4. WALMART INC		2024-06-05	2025-12-11
	1. WASTE CONNECTIONS INC		2023-10-03	2025-12-11
	4. WASTE CONNECTIONS INC		2022-04-21	2025-12-11
	11. WELLS FARGO COMPANY		2025-01-17	2025-12-11
	4. WELLTOWER INC		2024-10-15	2025-12-11
	8. WILLIAMS COMPANIES DEL		2023-06-29	2025-12-11
	1. WILLIAMS COMPANIES DEL		2023-06-28	2025-12-11
	3. WORKDAY INC CL A		2025-03-13	2025-12-11
	4. XCEL ENERGY INC COM		2024-09-12	2025-12-11
	3. XCEL ENERGY INC COM		2024-09-13	2025-12-11
	5. XCEL ENERGY INC COM		2024-09-16	2025-12-11
	2. SEAGATE TECH HLDGS PUB LTD CO		2024-06-17	2025-12-11
	9. ALPHABET INC SHS CL A		2024-05-24	2025-12-12
	3. AMAZON COM INC		2022-09-09	2025-12-12
	24. AMAZON COM INC		2022-11-14	2025-12-12
	20. INTERACTIVE BROKERS GROU INC		2024-11-22	2025-12-12
	2. ELI LILLY CO		2024-01-29	2025-12-12
	3. MICRON TECHNOLOGY INC		2024-11-01	2025-12-12
	4. SEAGATE TECH HLDGS PUB LTD CO		2024-06-17	2025-12-12
	9. INTERACTIVE BROKERS GROU INC		2024-11-25	2025-12-15
	1. INTERACTIVE BROKERS GROU INC		2024-11-22	2025-12-15
	1. INTERACTIVE BROKERS GROU INC		2024-11-25	2025-12-16
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	495	449	46
b	168	150	18
c	587	549	38
d	4,401	4,486	-85
e	3,783	3,667	116
	663	593	70
	263	246	17
	5,056	5,246	-190
	1,290	1,239	51
	565	538	27
	2,999	3,270	-271
	1,050	946	104
	1,159	1,176	-17
	3,006	511	2,495
	507	266	241
	311	319	-8
	1,868	2,394	-526
	82	70	12
	163	165	-2
	327	286	41
	2,328	2,033	295
	582	506	76
	388	334	54
	661	562	99
	164	145	19
	818	703	115
	409	372	37
	327	290	37
	2,902	511	2,391
	164	149	15
	410	375	35
	1,242	934	308
	449	279	170
	748	466	282
	247	225	22
	493	448	45
	741	822	-81
	1,030	332	698
	379	455	-76
	885	1,066	-181
	511	540	-29
	511	501	10
	1,021	1,063	-42
	1,260	175	1,085
	700	115	585
	717	652	65
	448	380	68
	299	258	41
	885	1,066	-181
	632	771	-139
	632	779	-147
	100	90	10
	134	136	-2
	96	105	-9
	96	105	-9
	61	55	6
	870	874	-4
	580	583	-3
	2,607	2,286	321
	456	423	33
	644	618	26
	2,959	2,839	120
	1,679	1,763	-84
	486	537	-51
	324	358	-34
	811	910	-99
	973	1,106	-133
	247	142	105
	494	285	209
	1,617	1,178	439
	809	593	216
	95	99	-4
	47	49	-2
	331	351	-20
	95	102	-7
	246	311	-65
	1,476	2,054	-578
	738	934	-196
	95	102	-7
	473	495	-22
	176	131	45
	155	225	-70
	48	45	3
	210	206	4
	150	180	-30
	3,060	2,624	436
	772	634	138
	1,214	996	218
	110	92	18
	221	183	38
	773	639	134
	663	545	118
	673	674	-1
	1,248	1,124	124
	753	634	119
	753	597	156
	1,214	2,374	-1,160
	607	1,377	-770
	1,518	3,078	-1,560
	304	625	-321
	326	312	14
	882	444	438
	1,176	690	486
	400	79	321
	1,400	851	549
	351	411	-60
	1,248	1,124	124
	305	273	32
	203	185	18
	569	505	64
	1,035	833	202
	40	50	-10
	211	186	25
	335	300	35
	1,121	823	298
	199	187	12
	1,390	1,333	57
	248	237	11
	569	284	285
	1,087	878	209
	403	312	91
	547	266	281
	1,443	701	742
	485	401	84
	573	92	481
	32	27	5
	200	92	108
	264	116	148
	264	144	120
	582	466	116
	615	508	107
	374	274	100
	248	136	112
	49	49
	199	172	27
	12,438	13,080	-642
	1,078	946	132
	12,558	11,751	807
	1,370	1,118	252
	913	721	192
	1,027	784	243
	338	204	134
	290	162	128
	373	283	90
	226	229	-3
	615	516	99
	304	155	149
	235	238	-3
	157	180	-23
	1,449	919	530
	119	92	27
	2,148	1,668	480
	7,638	5,923	1,715
	1,074	822	252
	477	428	49
	239	243	-4
	597	521	76
	2,529	2,583	-54
	524	524
	7,970	8,889	-919
	226	181	45
	4,682	4,868	-186
	164	154	10
	2,007	1,853	154
	604	588	16
	1,892	1,349	543
	767	605	162
	745	823	-78
	319	346	-27
	319	329	-10
	213	223	-10
	213	223	-10
	1,383	1,439	-56
	962	728	234
	962	742	220
	1,173	823	350
	391	319	72
	782	624	158
	1,145	854	291
	2,619	1,198	1,421
	184	23	161
	1,653	445	1,208
	1,066	550	516
	769	582	187
	928	708	220
	2,888	3,266	-378
	152	180	-28
	371	283	88
	152	172	-20
	403	370	33
	300	274	26
	101	92	9
	302	274	28
	202	183	19
	706	634	72
	613	543	70
	407	362	45
	508	453	55
	301	270	31
	100	91	9
	100	90	10
	399	359	40
	200	180	20
	500	455	45
	500	455	45
	200	181	19
	300	271	29
	200	184	16
	300	269	31
	98	90	8
	197	173	24
	689	629	60
	492	455	37
	787	737	50
	197	177	20
	98	108	-10
	98	90	8
	394	358	36
	292	323	-31
	388	412	-24
	97	108	-11
	97	112	-15
	291	340	-49
	971	1,031	-60
	1,191	1,166	25
	85	81	4
	851	798	53
	596	575	21
	1,083	807	276
	417	317	100
	417	327	90
	417	334	83
	952	501	451
	1,276	932	344
	718	348	370
	1,088	418	670
	871	334	537
	423	416	7
	1,085	807	278
	412	300	112
	793	582	211
	1,399	1,629	-230
	175	172	3
	175	152	23
	175	154	21
	525	541	-16
	175	184	-9
	1,574	1,653	-79
	350	362	-12
	439	182	257
	439	167	272
	1,251	955	296
	693	815	-122
	520	487	33
	347	323	24
	430	182	248
	430	187	243
	840	637	203
	652	280	372
	870	374	496
	420	318	102
	225	93	132
	225	107	118
	420	318	102
	2,520	1,400	1,120
	1,611	919	692
	382	147	235
	764	345	419
	2,503	1,095	1,408
	636	583	53
	804	450	354
	705	681	24
	1,247	525	722
	881	332	549
	445	401	44
	601	577	24
	649	307	342
	1,107	806	301
	247	182	65
	863	649	214
	695	525	170
	625	284	341
	85	56	29
	767	468	299
	1,871	1,495	376
	946	399	547
	315	130	185
	2,034	1,268	766
	961	563	398
	1,442	701	741
	1,428	396	1,032
	230	153	77
	919	715	204
	1,069	700	369
	178	117	61
	4,303	4,080	223
	2,285	1,724	561
	657	490	167
	2,693	1,947	746
	711	547	164
	1,099	476	623
	69	49	20
	69	44	25
	275	202	73
	344	266	78
	15,022	11,172	3,850
	609	473	136
	8,481	6,463	2,018
	1,026	613	413
	342	231	111
	690	325	365
	460	267	193
	171	132	39
	685	566	119
	1,017	838	179
	749	516	233
	487	251	236
	61	31	30
	675	713	-38
	301	255	46
	226	191	35
	377	323	54
	605	213	392
	2,820	1,575	1,245
	682	394	288
	5,454	2,357	3,097
	1,281	949	332
	2,028	1,286	742
	753	300	453
	1,169	426	743
	570	429	141
	63	47	16
	63	48	15
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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			46
b			18
c			38
d			-85
e			116
			70
			17
			-190
			51
			27
			-271
			104
			-17
			2,495
			241
			-8
			-526
			12
			-2
			41
			295
			76
			54
			99
			19
			115
			37
			37
			2,391
			15
			35
			308
			170
			282
			22
			45
			-81
			698
			-76
			-181
			-29
			10
			-42
			1,085
			585
			65
			68
			41
			-181
			-139
			-147
			10
			-2
			-9
			-9
			6
			-4
			-3
			321
			33
			26
			120
			-84
			-51
			-34
			-99
			-133
			105
			209
			439
			216
			-4
			-2
			-20
			-7
			-65
			-578
			-196
			-7
			-22
			45
			-70
			3
			4
			-30
			436
			138
			218
			18
			38
			134
			118
			-1
			124
			119
			156
			-1,160
			-770
			-1,560
			-321
			14
			438
			486
			321
			549
			-60
			124
			32
			18
			64
			202
			-10
			25
			35
			298
			12
			57
			11
			285
			209
			91
			281
			742
			84
			481
			5
			108
			148
			120
			116
			107
			100
			112

			27
			-642
			132
			807
			252
			192
			243
			134
			128
			90
			-3
			99
			149
			-3
			-23
			530
			27
			480
			1,715
			252
			49
			-4
			76
			-54

			-919
			45
			-186
			10
			154
			16
			543
			162
			-78
			-27
			-10
			-10
			-10
			-56
			234
			220
			350
			72
			158
			291
			1,421
			161
			1,208
			516
			187
			220
			-378
			-28
			88
			-20
			33
			26
			9
			28
			19
			72
			70
			45
			55
			31
			9
			10
			40
			20
			45
			45
			19
			29
			16
			31
			8
			24
			60
			37
			50
			20
			-10
			8
			36
			-31
			-24
			-11
			-15
			-49
			-60
			25
			4
			53
			21
			276
			100
			90
			83
			451
			344
			370
			670
			537
			7
			278
			112
			211
			-230
			3
			23
			21
			-16
			-9
			-79
			-12
			257
			272
			296
			-122
			33
			24
			248
			243
			203
			372
			496
			102
			132
			118
			102
			1,120
			692
			235
			419
			1,408
			53
			354
			24
			722
			549
			44
			24
			342
			301
			65
			214
			170
			341
			29
			299
			376
			547
			185
			766
			398
			741
			1,032
			77
			204
			369
			61
			223
			561
			167
			746
			164
			623
			20
			25
			73
			78
			3,850
			136
			2,018
			413
			111
			365
			193
			39
			119
			179
			233
			236
			30
			-38
			46
			35
			54
			392
			1,245
			288
			3,097
			332
			742
			453
			743
			141
			16
			15

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	58,207
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,168
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	1,168
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	1,168
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	500
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	500
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	27
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	695
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)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
J FRANKLIN MORSE	DIRECTOR 0	0
3616 NW EAGLE VIEW DR ALBANY,OR97321	DIRECTOR 0	0
LINDA L MORSE	DIRECTOR 0	0
3616 NW EAGLE VIEW DR ALBANY,OR97321	DIRECTOR 0	0
SCOT F MORSE	DIRECTOR 0	0
3616 NW EAGLE VIEW DR ALBANY,OR97321	DIRECTOR 0	0
KERRY L TONG	DIRECTOR 0	0
3616 NW EAGLE VIEW DR ALBANY,OR97321	DIRECTOR 0	0

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,346,062

Average of monthly cash balances.......................

137,206

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

1,483,268

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,483,268

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

22,249

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,461,019

Minimum investment return. Enter 5% (0.05) of line 5 ................

73,051

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.)

Minimum investment return from Part IX, line 6..................

73,051

Tax on investment income for 2025 from Part V, line 5 .......

1,168

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,168

Distributable amount before adjustments. Subtract line 2c from line 1............

71,883

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

71,883

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

71,883

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

74,436

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

74,436

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					71,883
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:2023, 2022, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	0
b From 2021......	0
c From 2022......	941
d From 2023......	0
e From 2024......	0
f Total of lines 3a through e ........		941
4Qualifying distributions for 2025 from Part
XI, line 4: $ 74,436
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.....					71,883
e Remaining amount distributed out of corpus		2,553
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		3,494
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 ......		3,494
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	941
c Excess from 2023 ....	0
d Excess from 2024 ....	0
e Excess from 2025 ....	2,553

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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 e-mail address of the person to whom applications should be addressed:

J FRANKLIN OR LINDA L MORSE
3616 NW EAGLE VIEW DR
ALBANY,OR97321
(541) 928-4874

bThe form in which applications should be submitted and information and materials they should include:

INFORMATION AVAILABLE UPON REQUEST

cAny submission deadlines:

INFORMATION AVAILABLE UPON REQUEST

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

INFORMATION AVAILABLE UPON REQUEST

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT SEE ATTACHED,RI02903	N/A		UNRESTRICTED GENERAL	70,000
Total ................................. 3a				70,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	32,564
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	58,207
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) ..				90,771

13Total. Add line 12, columns (b), (d), and (e)..................

90,771

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of Stock	End of Year Book Value	End of Year Fair Market Value
BEG BALANCE
SEE ATTACHED	1,158,358	1,383,335

Category	Amount	Net Investment Income
FOREIGN TAXES	11	11
EXCISE TAX - PRIOR YEAR	1,052	0
FEDERAL ESTIMATES - PRINCIPAL	500	0

Description	Amount
TYE INCOME ADJ	51
COST BASIS ADJ	83