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
TWILIGHT & MARC FREEDMAN FDN
 
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

76-0683871
B Telephone number (see instructions)

8888663275
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)$11,450,341
J 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) 1,224,224
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 84,497 84,497  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,926,231
b Gross sales price for all assets on line 6a 8,100,411
7 Capital gain net income (from Part IV, line 2)... 2,926,231
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........ 4,234,952 3,010,728  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 87,787 52,672   35,115
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 49,912 750   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)....... 111 111    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,810 53,533 0 35,115
25 Contributions, gifts, grants paid....... 998,500 998,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,136,310 53,533 0 1,033,615
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,098,642
b Net investment income (if negative, enter -0-) 2,957,195
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............. 3,757 1,915 1,915
2 Savings and temporary cash investments......... 243,858 121,379 121,379
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)....... 5,279,592 Click to see attachment
List of Attached Documents:
// Content
7,285,122
11,327,047
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) 5,527,207 7,408,416 11,450,341
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,527,207 7,408,416
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,527,207 7,408,416
30 Total liabilities and net assets/fund balances (see instructions). 5,527,207 7,408,416
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,527,207
2
Enter amount from Part I, line 27a .....................
2
3,098,642
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
689
4
Add lines 1, 2, and 3 ..........................
4
8,626,538
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,218,122
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,408,416
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 278. AVANTOR INC   2023-12-06 2025-01-10
b 528. AVANTOR INC   2022-11-22 2025-01-10
c 313. AVANTOR INC   2022-12-07 2025-01-10
d 526. AVANTOR INC   2022-07-27 2025-01-10
e 272. AVANTOR INC   2022-05-18 2025-01-10
558. BP AMOCO P L C SPONSORED ADR   2023-04-21 2025-01-10
406. BP AMOCO P L C SPONSORED ADR   2023-04-25 2025-01-10
16. BP AMOCO P L C SPONSORED ADR   2022-08-08 2025-01-10
146. BP AMOCO P L C SPONSORED ADR   2022-09-07 2025-01-10
268. BP AMOCO P L C SPONSORED ADR   2022-09-08 2025-01-10
170. BERKSHIRE HATHAWAYINC DEL CL B NEW   2024-12-12 2025-01-10
45. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-05 2025-01-10
50. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-16 2025-01-10
51. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-29 2025-01-10
1681. CHIPOTLE MEXICAN GRILL   2024-12-12 2025-01-10
303. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-12 2025-01-10
116. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-11-07 2025-01-10
244. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-10-03 2025-01-10
276. COMCAST CORP NEW CL A   2022-08-23 2025-01-10
263. COMCAST CORP NEW CL A   2022-09-07 2025-01-10
60. COMCAST CORP NEW CL A   2021-01-27 2025-01-10
195. COMCAST CORP NEW CL A   2021-05-21 2025-01-10
227. COMCAST CORP NEW CL A   2021-10-13 2025-01-10
297. COMCAST CORP NEW CL A   2021-11-24 2025-01-10
232. COMCAST CORP NEW CL A   2022-04-11 2025-01-10
397. COMCAST CORP NEW CL A   2022-05-25 2025-01-10
78. CORTEVA INC REG SHS   2019-07-16 2025-01-10
106. CORTEVA INC REG SHS   2019-07-17 2025-01-10
211. CORTEVA INC REG SHS   2019-10-14 2025-01-10
91. CORTEVA INC REG SHS   2019-10-15 2025-01-10
74. CORTEVA INC REG SHS   2019-12-13 2025-01-10
10. CORTEVA INC REG SHS   2019-12-19 2025-01-10
17. CORTEVA INC REG SHS   2020-12-01 2025-01-10
101. COSTCO WHSL CORP NEW COM   2024-12-12 2025-01-10
53. CROWN CASTLE INC SHS   2024-04-24 2025-01-10
657. CROWN CASTLE INC SHS   2024-04-25 2025-01-10
122. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-28 2025-01-10
180. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2024-02-29 2025-01-10
385. DISCOVER FINL SVCS   2024-07-23 2025-01-10
18. DISCOVER FINL SVCS   2024-07-24 2025-01-10
67. DOLLAR TREE INC   2024-05-23 2025-01-10
191. DOLLAR TREE INC   2024-05-30 2025-01-10
128. DOLLAR TREE INC   2024-05-31 2025-01-10
320. DOLLAR TREE INC   2024-09-19 2025-01-10
194. ELECTRONIC ARTS INC   2024-02-21 2025-01-10
286. ELECTRONIC ARTS INC   2024-02-28 2025-01-10
362. FORTIVE CORP SHS   2024-01-02 2025-01-10
93. FORTIVE CORP SHS   2023-12-06 2025-01-10
122. FORTIVE CORP SHS   2022-12-07 2025-01-10
6. FORTIVE CORP SHS   2022-08-25 2025-01-10
117. GOLDMAN SACHS GROUP INC   2024-12-12 2025-01-10
256. ILLINOIS TOOL WKS INC   2024-12-12 2025-01-10
145. INTUITIVE SURGICAL INC   2024-12-12 2025-01-10
2. J P MORGAN CHASE & CO COM   2012-06-26 2025-01-10
21. J P MORGAN CHASE & CO COM   2012-06-27 2025-01-10
24. J P MORGAN CHASE & CO COM   2012-06-28 2025-01-10
26. J P MORGAN CHASE & CO COM   2012-06-29 2025-01-10
172. J P MORGAN CHASE & CO COM   2012-12-17 2025-01-10
10. J P MORGAN CHASE & CO COM   2015-06-10 2025-01-10
27. J P MORGAN CHASE & CO COM   2018-12-13 2025-01-10
283. J P MORGAN CHASE & CO COM   2024-12-12 2025-01-10
136. LENNOX INTL INC   2024-12-12 2025-01-10
308. MARRIOTT INTL INC CL A   2024-12-12 2025-01-10
236. MARVELL TECH INC   2023-05-03 2025-01-10
59. MARVELL TECH INC   2023-06-02 2025-01-10
347. MICRON TECHNOLOGY INC   2023-11-03 2025-01-10
42. MICRON TECHNOLOGY INC   2023-11-22 2025-01-10
137. MICRON TECHNOLOGY INC   2023-11-24 2025-01-10
70. MICRON TECHNOLOGY INC   2023-11-27 2025-01-10
365. NOVO-NORDISK A S ADR   2020-12-01 2025-01-10
450. NVIDIA CORP 00   2024-12-12 2025-01-10
9. OTIS WORLDWIDE CORP REG SH   2020-07-20 2025-01-10
83. OTIS WORLDWIDE CORP REG SH   2020-12-03 2025-01-10
156. OTIS WORLDWIDE CORP REG SH   2021-11-01 2025-01-10
72. OTIS WORLDWIDE CORP REG SH   2021-11-24 2025-01-10
350. RTX CORP CORP   2024-01-16 2025-01-10
38. RTX CORP CORP   2024-02-02 2025-01-10
70. SANOFI ADR   2020-03-11 2025-01-10
55. SANOFI ADR   2020-03-12 2025-01-10
108. SANOFI ADR   2020-03-13 2025-01-10
78. SANOFI ADR   2020-04-28 2025-01-10
167. SANOFI ADR   2020-05-29 2025-01-10
23. SANOFI ADR   2020-07-20 2025-01-10
92. SANOFI ADR   2020-12-03 2025-01-10
13. SKECHERS U S A INC CL A   2023-09-26 2025-01-10
139. SKECHERS U S A INC CL A   2023-04-26 2025-01-10
338. SKECHERS U S A INC CL A   2023-04-27 2025-01-10
626. SONY GROUP CORP   2023-03-22 2025-01-10
310. SONY GROUP CORP   2023-03-24 2025-01-10
1395. SONY GROUP CORP   2023-03-27 2025-01-10
520. SONY GROUP CORP   2023-03-29 2025-01-10
226. SONY GROUP CORP   2023-03-30 2025-01-10
356. TEXAS ROADHOUSE INC-CL A   2024-12-12 2025-01-10
48. THERMO FISHER SCIENTIFIC INC   2023-12-11 2025-01-10
12. THERMO FISHER SCIENTIFIC INC   2024-03-01 2025-01-10
2. THERMO FISHER SCIENTIFIC INC   2023-12-08 2025-01-10
355. UBER TECHNOLOGIES INC   2024-09-04 2025-01-10
557. UNITED PARCEL SERVICE CL B   2024-12-12 2025-01-10
128. ELECTRONIC ARTS INC   2024-09-04 2025-01-27
263. ELECTRONIC ARTS INC   2024-05-01 2025-01-27
83. ELECTRONIC ARTS INC   2024-02-28 2025-01-27
13. ZEBRA TECHNOLOGIES CORP CL A   2023-08-22 2025-01-27
15. ZEBRA TECHNOLOGIES CORP CL A   2023-09-26 2025-01-27
83. ZEBRA TECHNOLOGIES CORP CL A   2023-08-31 2025-01-27
29. ALPHABET INC SHS CL C   2025-01-10 2025-02-07
141. ALPHABET INC SHS CL C   2020-12-03 2025-02-07
100. ALPHABET INC SHS CL C   2021-11-24 2025-02-07
177. APPLE INC   2016-06-10 2025-02-07
226. APPLE INC   2016-07-13 2025-02-07
685. ASTERA LABS INC REG SHS   2025-01-10 2025-02-07
102. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-12-07 2025-02-07
233. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-03-29 2025-02-07
28. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-04-12 2025-02-07
112. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2022-11-07 2025-02-07
204. COMCAST CORP NEW CL A   2023-12-06 2025-02-07
382. COMCAST CORP NEW CL A   2022-12-07 2025-02-07
505. COMCAST CORP NEW CL A   2024-03-12 2025-02-07
144. COMCAST CORP NEW CL A   2022-09-07 2025-02-07
139. CORTEVA INC REG SHS   2023-12-06 2025-02-07
2. CORTEVA INC REG SHS   2022-12-07 2025-02-07
62. CORTEVA INC REG SHS   2020-07-20 2025-02-07
224. CORTEVA INC REG SHS   2021-09-27 2025-02-07
309. CORTEVA INC REG SHS   2021-11-24 2025-02-07
299. CORTEVA INC REG SHS   2019-12-19 2025-02-07
122. CROWN CASTLE INC SHS   2024-05-14 2025-02-07
53. CROWN CASTLE INC SHS   2024-04-25 2025-02-07
130. CROWN CASTLE INC SHS   2024-05-10 2025-02-07
183. CROWN CASTLE INC SHS   2024-05-13 2025-02-07
620. DUN AND BRADSTREET HLDGS INC   2022-12-09 2025-02-07
982. DUN AND BRADSTREET HLDGS INC   2022-12-09 2025-02-07
368. DUN AND BRADSTREET HLDGS INC   2023-04-12 2025-02-07
104. DUN AND BRADSTREET HLDGS INC   2023-04-13 2025-02-07
107. FID NATIONAL FINL INC FNF GROU   2023-01-09 2025-02-07
348. FID NATIONAL FINL INC FNF GROU   2023-01-10 2025-02-07
173. FID NATIONAL FINL INC FNF GROU   2023-01-11 2025-02-07
143. HONEYWELL INTERNATIONAL INC   2024-10-07 2025-02-07
88. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-02-07
183. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-02-07
63. INTUIT INC   2025-01-10 2025-02-07
462. KKR & CO INC CL A   2025-01-10 2025-02-07
103. NOVO-NORDISK A S ADR   2023-12-06 2025-02-07
166. NOVO-NORDISK A S ADR   2022-12-07 2025-02-07
198. NOVO-NORDISK A S ADR   2022-11-07 2025-02-07
221. NOVO-NORDISK A S ADR   2020-12-01 2025-02-07
126. NOVO-NORDISK A S ADR   2021-11-24 2025-02-07
28. OTIS WORLDWIDE CORP REG SH   2023-12-06 2025-02-07
107. OTIS WORLDWIDE CORP REG SH   2022-12-07 2025-02-07
171. OTIS WORLDWIDE CORP REG SH   2022-05-26 2025-02-07
65. OTIS WORLDWIDE CORP REG SH   2022-09-07 2025-02-07
100. OTIS WORLDWIDE CORP REG SH   2022-09-08 2025-02-07
6. OTIS WORLDWIDE CORP REG SH   2021-11-24 2025-02-07
62. REINSURNCE GROUP AMERICA   2022-05-12 2025-02-07
27. REINSURNCE GROUP AMERICA   2022-05-25 2025-02-07
38. REINSURNCE GROUP AMERICA   2022-05-10 2025-02-07
78. REINSURNCE GROUP AMERICA   2022-05-11 2025-02-07
701. SHELL PLC   2023-07-20 2025-02-07
127. SANOFI ADR   2020-12-03 2025-02-07
100. SANOFI ADR   2021-05-17 2025-02-07
79. SANOFI ADR   2021-05-18 2025-02-07
134. SANOFI ADR   2021-11-24 2025-02-07
69. SONY GROUP CORP   2023-11-22 2025-02-07
94. SONY GROUP CORP   2023-03-30 2025-02-07
370. SONY GROUP CORP   2023-04-12 2025-02-07
510. SONY GROUP CORP   2023-04-13 2025-02-07
745. SONY GROUP CORP   2023-08-16 2025-02-07
285. SONY GROUP CORP   2023-08-17 2025-02-07
50. THERMO FISHER SCIENTIFIC INC   2024-03-01 2025-02-07
62. THERMO FISHER SCIENTIFIC INC   2024-03-04 2025-02-07
13. THERMO FISHER SCIENTIFIC INC   2024-03-05 2025-02-07
1. UNITEDHEALTH GROUP INC   2020-08-11 2025-02-07
22. UNITEDHEALTH GROUP INC   2020-11-03 2025-02-07
47. UNITEDHEALTH GROUP INC   2020-12-03 2025-02-07
18. ZEBRA TECHNOLOGIES CORP CL A   2023-11-24 2025-02-07
28. ZEBRA TECHNOLOGIES CORP CL A   2023-11-27 2025-02-07
50. ZEBRA TECHNOLOGIES CORP CL A   2023-09-26 2025-02-07
10. ZEBRA TECHNOLOGIES CORP CL A   2023-09-27 2025-02-07
15. ZEBRA TECHNOLOGIES CORP CL A   2023-11-22 2025-02-07
580. ROSS STORES INC   2025-01-10 2025-02-25
9. WABTEC   2024-02-07 2025-02-25
105. WABTEC   2024-04-09 2025-02-25
217. WABTEC   2024-02-08 2025-02-25
.6662 SANDISK CORP   2025-01-10 2025-02-26
245. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-08-16 2025-03-07
67. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-12-06 2025-03-07
239. COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A   2023-04-12 2025-03-07
29. CONOCOPHILLIPS   2021-04-15 2025-03-07
58. CONOCOPHILLIPS   2021-04-16 2025-03-07
36. CONOCOPHILLIPS   2021-04-19 2025-03-07
218. CONOCOPHILLIPS   2021-09-15 2025-03-07
38. CONOCOPHILLIPS   2021-11-24 2025-03-07
620. DUN AND BRADSTREET HLDGS INC   2025-01-10 2025-03-07
385. DUN AND BRADSTREET HLDGS INC   2023-04-13 2025-03-07
493. DUN AND BRADSTREET HLDGS INC   2023-04-14 2025-03-07
192. DUN AND BRADSTREET HLDGS INC   2023-12-06 2025-03-07
1112. DUN AND BRADSTREET HLDGS INC   2024-07-18 2025-03-07
948. DUN AND BRADSTREET HLDGS INC   2024-07-22 2025-03-07
57. FID NATIONAL FINL INC FNF GROU   2023-01-11 2025-03-07
50. FID NATIONAL FINL INC FNF GROU   2023-01-12 2025-03-07
226. FID NATIONAL FINL INC FNF GROU   2023-06-02 2025-03-07
254. FID NATIONAL FINL INC FNF GROU   2023-06-05 2025-03-07
400. FID NATIONAL FINL INC FNF GROU   2023-03-16 2025-03-07
10. FID NATIONAL FINL INC FNF GROU   2023-03-17 2025-03-07
88. HONEYWELL INTERNATIONAL INC   2025-01-10 2025-03-07
18. HONEYWELL INTERNATIONAL INC   2024-10-10 2025-03-07
99. HONEYWELL INTERNATIONAL INC   2024-10-22 2025-03-07
77. INTUIT INC   2025-01-10 2025-03-07
428. KKR & CO INC CL A   2025-01-10 2025-03-07
7. REINSURNCE GROUP AMERICA   2022-05-25 2025-03-07
72. REINSURNCE GROUP AMERICA   2022-05-26 2025-03-07
83. REINSURNCE GROUP AMERICA   2022-07-12 2025-03-07
28. REINSURNCE GROUP AMERICA   2022-07-13 2025-03-07
52. REINSURNCE GROUP AMERICA   2022-12-07 2025-03-07
32. REINSURNCE GROUP AMERICA   2023-12-06 2025-03-07
56. REINSURNCE GROUP AMERICA   2025-01-10 2025-03-07
73. SANOFI ADR   2021-11-24 2025-03-07
74. SANOFI ADR   2021-11-30 2025-03-07
180. SANOFI ADR   2021-12-01 2025-03-07
300. SANOFI ADR   2022-04-07 2025-03-07
91. SANOFI ADR   2022-05-25 2025-03-07
53. SANOFI ADR   2022-05-26 2025-03-07
161. SKECHERS U S A INC CL A   2024-06-26 2025-03-07
107. SKECHERS U S A INC CL A   2024-06-27 2025-03-07
269. SKECHERS U S A INC CL A   2023-09-26 2025-03-07
246. SKECHERS U S A INC CL A   2023-09-27 2025-03-07
80. SKECHERS U S A INC CL A   2023-12-06 2025-03-07
705. UBER TECHNOLOGIES INC   2024-09-04 2025-03-07
28. WABTEC   2024-04-09 2025-03-07
70. WABTEC   2024-07-18 2025-03-07
60. WABTEC   2024-07-22 2025-03-07
132. WABTEC   2024-08-15 2025-03-07
73. WABTEC   2025-01-10 2025-03-07
137. DISCOVER FINL SVCS   2024-09-04 2025-03-14
94. DISCOVER FINL SVCS   2024-07-24 2025-03-14
147. ALPHABET INC SHS CL A   2012-06-29 2025-03-19
220. ALPHABET INC SHS CL A   2012-08-28 2025-03-19
82. ALPHABET INC SHS CL A   2012-12-17 2025-03-19
549. REDDIT INC REG SHS-A- CL A   2025-01-10 2025-03-19
270. REDDIT INC REG SHS-A- CL A   2024-11-26 2025-03-19
236.6669 SANDISK CORP   2025-01-10 2025-03-19
239.3331 SANDISK CORP   2025-02-07 2025-03-19
73. TENET HEALTHCARE CORP COM NEW   2023-03-16 2025-03-19
110. TENET HEALTHCARE CORP COM NEW   2023-02-01 2025-03-19
122. TENET HEALTHCARE CORP COM NEW   2023-02-02 2025-03-19
269. TENET HEALTHCARE CORP COM NEW   2023-02-08 2025-03-19
377. UNION PACIFIC CORP   2025-02-07 2025-03-19
9. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-09-09 2025-04-23
13. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-12-03 2025-04-23
14. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-07-20 2025-04-23
42. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-06-29 2025-04-23
60. HONEYWELL INTERNATIONAL INC   2024-10-22 2025-04-23
160. HONEYWELL INTERNATIONAL INC   2024-10-28 2025-04-23
248. MARVELL TECH INC   2024-05-01 2025-04-23
168. MARVELL TECH INC   2023-06-02 2025-04-23
78. MARVELL TECH INC   2023-09-15 2025-04-23
415. MARVELL TECH INC   2023-12-06 2025-04-23
165. TENET HEALTHCARE CORP COM NEW   2023-03-16 2025-04-23
84. TENET HEALTHCARE CORP COM NEW   2023-12-06 2025-04-23
53. TENET HEALTHCARE CORP COM NEW   2025-01-10 2025-04-23
27. ZEBRA TECHNOLOGIES CORP CL A   2023-12-06 2025-04-23
41. ZEBRA TECHNOLOGIES CORP CL A   2025-01-10 2025-04-23
85. ZEBRA TECHNOLOGIES CORP CL A   2023-11-27 2025-04-23
779. SONY GROUP CORP   2023-12-06 2025-04-25
625. SONY GROUP CORP   2023-11-27 2025-04-25
240. SONY GROUP CORP   2023-11-24 2025-04-25
26. SONY GROUP CORP   2023-11-22 2025-04-25
198. LUMH MOET HENNESSY LOUIS VUITTON   2025-01-10 2025-05-05
71. ELI LILLY CO   2025-01-10 2025-05-05
228. MARVELL TECH INC   2024-05-01 2025-05-05
190. MARVELL TECH INC   2024-06-26 2025-05-05
114. MARVELL TECH INC   2024-06-27 2025-05-05
279. SANOFI ADR   2022-12-07 2025-05-05
346. SANOFI ADR   2023-10-31 2025-05-05
210. SANOFI ADR   2023-12-06 2025-05-05
79. SANOFI ADR   2022-05-26 2025-05-05
711. SONY GROUP CORP   2023-12-06 2025-05-05
231. SONY GROUP CORP   2024-08-15 2025-05-05
380. RTX CORP CORP   2024-02-02 2025-05-13
16. UNITEDHEALTH GROUP INC   2025-01-10 2025-05-13
8. UNITEDHEALTH GROUP INC   2020-12-03 2025-05-13
41. UNITEDHEALTH GROUP INC   2021-11-24 2025-05-13
19. UNITEDHEALTH GROUP INC   2023-12-06 2025-05-13
67. APPLOVIN CORP COM   2025-03-19 2025-05-19
54. MARVELL TECH INC   2024-07-12 2025-05-19
170. MARVELL TECH INC   2024-07-11 2025-05-19
132. MARVELL TECH INC   2024-07-10 2025-05-19
13. MARVELL TECH INC   2024-06-27 2025-05-19
332. MARVELL TECH INC   2024-08-15 2025-05-19
59. APPLOVIN CORP COM   2025-03-19 2025-06-05
41. SPOTIFY TECH S.A. REG SHS   2025-02-07 2025-06-10
317. LUMH MOET HENNESSY LOUIS VUITTON   2025-02-07 2025-06-11
483. LUMH MOET HENNESSY LOUIS VUITTON   2025-01-10 2025-06-11
1. CAPITAL ONE FINANCIAL CORPORATION   2025-06-12 2025-06-12
320. TENET HEALTHCARE CORP COM NEW   2025-02-07 2025-06-23
45. TENET HEALTHCARE CORP COM NEW   2025-01-10 2025-06-23
93. ADVANCED MICRO DEVICES   2023-06-09 2025-07-02
63. AIR PRODUCTS & CHEMICALS INC   2024-05-22 2025-07-02
96. ALPHABET INC SHS CL A   2012-12-17 2025-07-02
235. AMAZON COM INC   2020-03-16 2025-07-02
9. AMERISOURCEBERGEN CORP COM   2025-04-23 2025-07-02
28. ELEVANCE HEALTH INC   2020-01-10 2025-07-02
95. APPLE INC   2025-07-02 2025-07-02
41. APPLOVIN CORP COM   2025-03-19 2025-07-02
14. BERKSHIRE HATHAWAYINC DEL CL B NEW   2020-12-03 2025-07-02
215. BOSTON SCIENTIFIC CORPORATION   2025-01-27 2025-07-02
88. BROADCOM INC   2024-10-17 2025-07-02
20. CAPITAL ONE FINANCIAL CORPORATION   2024-09-04 2025-07-02
24. CARDINAL HEALTH INCORPORATED   2024-04-24 2025-07-02
173. CARDINAL HEALTH INCORPORATED   2024-04-25 2025-07-02
203. CIENA CORP   2022-09-13 2025-07-02
44. CIENA CORP   2022-09-23 2025-07-02
39. CONOCOPHILLIPS   2021-11-24 2025-07-02
55. META PLATFORMS INC CLASS A COMMON STOCK   2025-07-02 2025-07-02
168. HASBRO INC 00   2025-06-16 2025-07-02
68. HESS CORP   2024-11-26 2025-07-02
140. HOWMET AEROSPACE INC ISSUED   2025-01-10 2025-07-02
1. HUMANA INC   2024-11-26 2025-07-02
5. HUMANA INC   2024-09-19 2025-07-02
10. HUMANA INC   2024-11-26 2025-07-02
13. HUMANA INC   2024-11-26 2025-07-02
5. HUMANA INC   2022-01-28 2025-07-02
9. HUMANA INC   2022-01-28 2025-07-02
4. HUMANA INC   2024-09-19 2025-07-02
88. INTERCONTINENTAL EXCHANGE INC   2020-12-08 2025-07-02
17. INTERCONTINENTAL EXCHANGE INC   2020-12-01 2025-07-02
29. INTERCONTINENTAL EXCHANGE INC   2020-12-03 2025-07-02
5. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2025-07-02
36. J P MORGAN CHASE & CO COM   2018-12-13 2025-07-02
10. ELI LILLY CO   2025-01-10 2025-07-02
37. MICROSOFT CORPORATION   2016-01-06 2025-07-02
98. MICROSOFT CORPORATION   2016-01-20 2025-07-02
106. MICRON TECHNOLOGY INC   2023-11-27 2025-07-02
148. MR COOPER GROUP INC   2025-02-25 2025-07-02
251. NVIDIA CORP 00   2024-12-12 2025-07-02
9. NVIDIA CORP 00   2024-02-08 2025-07-02
60. SHELL PLC   2023-07-20 2025-07-02
47. S&P GLOBAL INC   2024-11-26 2025-07-02
264. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-14 2025-07-02
109. SONY GROUP CORP   2024-08-15 2025-07-02
34. SUNCOR ENERGY INC NEW   2025-02-07 2025-07-02
64. SUNCOR ENERGY INC NEW   2025-02-07 2025-07-02
73. TKO GROUP HOLDINGS INC   2021-08-06 2025-07-02
1. TKO GROUP HOLDINGS INC   2021-08-09 2025-07-02
98. VISA INC CL A SHRS   2025-01-10 2025-07-02
157. WELLS FARGO COMPANY   2025-01-10 2025-07-02
114. WESTERN DIGITAL CORP COM   2025-01-10 2025-07-02
194. JOHNSON CONTROLS INTER   2025-01-10 2025-07-02
26. SPOTIFY TECH S.A. REG SHS   2025-02-07 2025-07-02
29. ADVANCED MICRO DEVICES   2023-11-24 2025-07-23
53. ADVANCED MICRO DEVICES   2023-11-27 2025-07-23
118. ADVANCED MICRO DEVICES   2025-01-10 2025-07-23
424. ADVANCED MICRO DEVICES   2023-06-09 2025-07-23
170. ADVANCED MICRO DEVICES   2023-09-15 2025-07-23
12. ADVANCED MICRO DEVICES   2023-11-22 2025-07-23
86. ADVANCED MICRO DEVICES   2023-12-06 2025-07-23
147. ADVANCED MICRO DEVICES   2024-08-15 2025-07-23
32. APPLE INC   2016-07-13 2025-07-23
919. APPLE INC   2025-07-02 2025-07-23
244. CAPITAL ONE FINANCIAL CORPORATION   2024-09-04 2025-07-23
2. META PLATFORMS INC CLASS A COMMON STOCK   2020-02-10 2025-07-23
10. META PLATFORMS INC CLASS A COMMON STOCK   2020-02-28 2025-07-23
215. META PLATFORMS INC CLASS A COMMON STOCK   2025-07-02 2025-07-23
3574. EVERPURE INC CL A   2025-07-02 2025-07-23
1465. SONY GROUP CORP   2024-08-15 2025-07-23
.825 CHEVRON CORP   2024-11-26 2025-07-30
92. CONOCOPHILLIPS   2025-01-10 2025-07-31
59. CONOCOPHILLIPS   2022-12-07 2025-07-31
147. CONOCOPHILLIPS   2023-05-10 2025-07-31
86. CONOCOPHILLIPS   2023-12-06 2025-07-31
63. CONOCOPHILLIPS   2021-11-24 2025-07-31
26. CONOCOPHILLIPS   2025-07-23 2025-07-31
191. HOWMET AEROSPACE INC ISSUED   2025-01-10 2025-07-31
3. ELI LILLY CO   2025-06-10 2025-07-31
8. ELI LILLY CO   2025-01-10 2025-07-31
26. ELI LILLY CO   2025-01-10 2025-07-31
154. SHELL PLC   2025-01-10 2025-07-31
433. SHELL PLC   2023-07-20 2025-07-31
17. SHELL PLC   2023-07-21 2025-07-31
92. SHELL PLC   2023-12-06 2025-07-31
40. SHELL PLC   2025-07-23 2025-07-31
52. APPLOVIN CORP COM   2025-03-19 2025-09-17
85. BROADCOM INC   2024-10-17 2025-09-17
114. CIENA CORP   2022-09-23 2025-09-17
273. CIENA CORP   2022-09-26 2025-09-17
85. CIENA CORP   2022-09-29 2025-09-17
69. MICRON TECHNOLOGY INC   2023-11-27 2025-09-17
209. MICRON TECHNOLOGY INC   2023-12-06 2025-09-17
110. APPLOVIN CORP COM   2025-03-19 2025-10-01
35. CIENA CORP   2022-12-07 2025-10-01
84. CIENA CORP   2022-09-30 2025-10-01
59. CIENA CORP   2022-09-29 2025-10-01
214. CIENA CORP   2022-12-07 2025-10-17
128. MICRON TECHNOLOGY INC   2023-12-06 2025-10-17
33. MICRON TECHNOLOGY INC   2025-03-19 2025-10-17
74. CIENA CORP   2023-12-06 2025-10-29
61. CIENA CORP   2024-05-22 2025-10-29
16. CIENA CORP   2022-12-07 2025-10-29
1718. ROCKET COMPANIES INC   2025-02-25 2025-10-29
122. SYNOPSYS INC   2025-07-23 2025-10-29
153. SYNOPSYS INC   2025-07-31 2025-10-29
16. ELI LILLY CO   2025-02-07 2025-11-12
8. ELI LILLY CO   2025-07-23 2025-11-12
7. ELI LILLY CO   2025-06-10 2025-11-12
36. S&P GLOBAL INC   2024-11-26 2025-11-12
61. S&P GLOBAL INC   2025-01-10 2025-11-12
236. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-15 2025-11-12
194. SS AND C TECHNOLOGIES HOLDINGS INC   2024-11-14 2025-11-12
271. JOHNSON CONTROLS INTER   2025-01-10 2025-11-12
174. CARDINAL HEALTH INCORPORATED   2024-04-25 2025-11-17
142. CIENA CORP   2024-05-22 2025-11-17
20. BROADCOM INC   2024-10-17 2025-11-26
137. BROADCOM INC   2024-10-22 2025-11-26
54. CIENA CORP   2024-05-22 2025-11-26
126. CIENA CORP   2024-05-23 2025-11-26
95. MICROSOFT CORPORATION   2016-01-20 2025-11-26
163. BROADCOM INC   2024-10-22 2025-12-03
94. BROADCOM INC   2024-10-28 2025-12-03
201. WESTERN DIGITAL CORP COM   2025-01-10 2025-12-03
765. BOSTON SCIENTIFIC CORPORATION   2025-02-07 2025-12-11
790. BOSTON SCIENTIFIC CORPORATION   2025-01-27 2025-12-11
56. MICROSOFT CORPORATION   2016-01-20 2025-12-11
129. MICRON TECHNOLOGY INC   2025-03-19 2025-12-11
966. ROCKET COMPANIES INC   2025-02-25 2025-12-11
2062. ROCKET COMPANIES INC   2025-02-26 2025-12-11
110. BOSTON SCIENTIFIC CORPORATION   2025-02-07 2025-12-18
143. BOSTON SCIENTIFIC CORPORATION   2025-07-23 2025-12-18
828. BOSTON SCIENTIFIC CORPORATION   2025-03-07 2025-12-18
(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 6,014   5,813 201
b 11,422   11,031 391
c 6,771   6,836 -65
d 11,379   16,628 -5,249
e 5,884   8,233 -2,349
17,532   22,090 -4,558
12,756   16,036 -3,280
503   483 20
4,587   4,455 132
8,420   8,185 235
75,366     75,366
19,950   9,025 10,925
22,166   9,087 13,079
22,610   9,009 13,601
95,911   2,598 93,313
22,980   17,226 5,754
8,798   6,204 2,594
18,506   14,354 4,152
10,063   10,321 -258
9,589   9,204 385
2,188   2,938 -750
7,110   10,746 -3,636
8,276   11,953 -3,677
10,829   15,426 -4,597
8,459   11,080 -2,621
14,475   17,370 -2,895
4,440   2,190 2,250
6,033   2,899 3,134
12,010   5,570 6,440
5,180   2,435 2,745
4,212   1,987 2,225
569   278 291
968     968
94,610   2,424 92,186
4,506   4,946 -440
55,860   60,508 -4,648
14,560   18,644 -4,084
21,482   27,156 -5,674
66,123   53,898 12,225
3,091   2,525 566
4,923   7,597 -2,674
14,035   21,865 -7,830
9,405   14,835 -5,430
23,514   23,639 -125
27,474   27,306 168
40,504   40,041 463
27,252   26,205 1,047
7,001   6,380 621
9,184   8,123 1,061
452   400 52
65,974   3,363 62,611
62,819   8 62,811
79,169   1,204 77,965
481   72 409
5,051   764 4,287
5,773   851 4,922
6,254   935 5,319
41,373   7,454 33,919
2,405   682 1,723
6,495   2,734 3,761
68,074     68,074
83,522   1 83,521
83,883     83,883
27,073   9,305 17,768
6,768   3,528 3,240
34,288   25,067 9,221
4,150   3,233 917
13,537   10,523 3,014
6,917   5,436 1,481
31,483     31,483
61,426     61,426
820   524 296
7,561   5,475 2,086
14,211   12,603 1,608
6,559   6,081 478
40,462   29,888 10,574
4,393   3,510 883
3,426   3,182 244
2,692   2,282 410
5,286   4,432 854
3,818   3,900 -82
8,174   8,195 -21
1,126   1,241 -115
4,503   4,620 -117
910   613 297
9,728   6,940 2,788
23,656   16,765 6,891
12,820   11,092 1,728
6,349   5,421 928
28,569   24,520 4,049
10,649   9,137 1,512
4,628   4,030 598
63,696     63,696
26,156   23,743 2,413
6,539   6,901 -362
1,090   979 111
23,502   25,615 -2,113
68,693   1,055 67,638
15,118   18,906 -3,788
31,062   33,734 -2,672
9,803   11,620 -1,817
5,242   3,501 1,741
6,049   3,360 2,689
33,470   22,953 10,517
5,457   5,644 -187
26,533   12,887 13,646
18,818   14,691 4,127
40,766   4,376 36,390
52,051   5,489 46,562
71,029   88,238 -17,209
8,826   6,066 2,760
20,160   13,873 6,287
2,423   1,693 730
9,691   5,990 3,701
7,014   8,505 -1,491
13,134   13,234 -100
17,363   21,818 -4,455
4,951   5,039 -88
8,684   6,152 2,532
125   127 -2
3,873   1,724 2,149
13,994   9,705 4,289
19,304   14,722 4,582
18,679   8,319 10,360
10,906   12,054 -1,148
4,738   4,881 -143
11,621   12,665 -1,044
16,359   17,924 -1,565
6,952   8,087 -1,135
11,010   12,808 -1,798
4,126   4,206 -80
1,166   1,198 -32
6,209   4,227 1,982
20,193   13,894 6,299
10,038   7,076 2,962
29,911   29,033 878
18,407   18,736 -329
38,278   38,963 -685
37,065   39,192 -2,127
69,859   65,241 4,618
9,015   10,088 -1,073
14,529   10,403 4,126
17,330   11,401 5,929
19,343     19,343
11,028   6,857 4,171
2,667   2,414 253
10,194   8,460 1,734
16,291   12,847 3,444
6,192   4,763 1,429
9,527   7,275 2,252
572   507 65
13,130   7,023 6,107
5,718   3,274 2,444
8,048   4,392 3,656
16,519   9,039 7,480
46,379   43,841 2,538
6,784   6,378 406
5,342   5,358 -16
4,220   4,240 -20
7,158   6,582 576
1,563   1,209 354
2,129   1,676 453
8,379   6,630 1,749
11,550   9,240 2,310
16,872   12,286 4,586
6,454   4,727 1,727
28,570   28,756 -186
35,427   35,940 -513
7,428   7,583 -155
531   319 212
11,676   7,098 4,578
24,944   16,470 8,474
6,592   4,110 2,482
10,254   6,500 3,754
18,310   11,201 7,109
3,662   2,252 1,410
5,493   3,394 2,099
79,145   89,178 -10,033
1,635   1,232 403
19,079   15,515 3,564
39,430   29,645 9,785
32   29 3
20,136   17,075 3,061
5,506   4,696 810
19,643   14,451 5,192
2,626   1,508 1,118
5,252   2,980 2,272
3,260   1,831 1,429
19,740   12,893 6,847
3,441   2,849 592
5,417   8,135 -2,718
3,364   4,434 -1,070
4,308   5,614 -1,306
1,678   1,997 -319
9,716   11,207 -1,491
8,283   9,884 -1,601
3,577   2,331 1,246
3,138   2,053 1,085
14,182   7,948 6,234
15,939   8,869 7,070
25,100   13,261 11,839
628   324 304
18,630   19,560 -930
3,811   3,832 -21
20,959   22,020 -1,061
46,591   47,901 -1,310
48,829   60,440 -11,611
1,336   849 487
13,745   8,868 4,877
15,845   9,796 6,049
5,345   3,244 2,101
9,927   7,579 2,348
6,109   5,172 937
10,691   12,067 -1,376
4,341   3,586 755
4,401   3,538 863
10,705   8,696 2,009
17,842   16,675 1,167
5,412   5,093 319
3,152   2,950 202
9,130   11,595 -2,465
6,068   7,492 -1,424
15,255   12,684 2,571
13,951   11,592 2,359
4,537   4,732 -195
53,336   50,869 2,467
4,901   4,137 764
12,252   11,636 616
10,501   10,095 406
23,103   20,920 2,183
12,777   13,834 -1,057
22,471   18,902 3,569
15,418   13,187 2,231
23,812   2,124 21,688
35,637   3,718 31,919
13,283   1,470 11,813
61,498   92,137 -30,639
30,245   37,541 -7,296
13,374   10,475 2,899
13,524   10,944 2,580
9,216   4,139 5,077
13,887   6,210 7,677
15,402   7,016 8,386
33,961   14,576 19,385
89,235   91,470 -2,235
4,733   1,984 2,749
6,837   2,982 3,855
7,363   2,669 4,694
22,089   7,419 14,670
11,856   13,345 -1,489
31,616   32,983 -1,367
13,521   15,993 -2,472
9,159   10,047 -888
4,253   4,273 -20
22,626   20,947 1,679
19,877   9,355 10,522
10,119   5,815 4,304
6,385   6,763 -378
6,372   6,324 48
9,675   15,620 -5,945
20,059   19,731 328
19,389   13,812 5,577
15,556   10,872 4,684
5,973   4,155 1,818
647   456 191
22,013   26,361 -4,348
58,360   56,172 2,188
14,183   14,703 -520
11,819   12,900 -1,081
7,091   7,817 -726
15,237   13,353 1,884
18,897   15,728 3,169
11,469   9,714 1,755
4,315   4,397 -82
17,948   12,606 5,342
5,831   4,086 1,745
49,762   35,099 14,663
5,002   8,391 -3,389
2,501   2,803 -302
12,817   18,443 -5,626
5,939   10,464 -4,525
24,909   19,351 5,558
3,375   4,008 -633
10,626   12,355 -1,729
8,251   9,890 -1,639
813   891 -78
20,753   22,500 -1,747
24,461   17,041 7,420
28,196   25,687 2,509
34,286   45,102 -10,816
52,240   64,306 -12,066
185     185
54,038   44,802 9,236
7,599   5,742 1,857
12,884   11,654 1,230
18,207   16,635 1,572
17,092   1,721 15,371
51,823   20,225 31,598
2,618   2,542 76
9,986   8,615 1,371
20,104   912 19,192
13,717   11,842 1,875
6,725   3,211 3,514
22,292   21,750 542
23,805   16,221 7,584
4,368   2,707 1,661
3,901   2,483 1,418
28,122   17,994 10,128
15,948   8,702 7,246
3,457   1,777 1,680
3,660   2,924 736
39,328   1 39,327
13,082   11,597 1,485
9,725   9,972 -247
24,487   15,943 8,544
245   411 -166
1,226   1,728 -502
2,451   4,378 -1,927
3,186   5,024 -1,838
1,226   1,914 -688
2,206   3,444 -1,238
980   1,463 -483
15,963   9,686 6,277
3,084   1,818 1,266
5,260   3,113 2,147
907   547 360
10,482   3,645 6,837
7,773   7,912 -139
18,140   2,006 16,134
48,046   4,919 43,127
12,955   8,231 4,724
23,037   16,400 6,637
39,400     39,400
1,413   631 782
4,334   3,752 582
24,603   24,519 84
21,909   19,673 2,236
2,799   1,928 871
1,298   1,317 -19
2,444   2,479 -35
12,887   3,676 9,211
177   50 127
34,551   30,144 4,407
12,874   11,020 1,854
7,469   5,447 2,022
20,304   15,306 4,998
18,629   16,290 2,339
4,589   3,557 1,032
8,386   6,523 1,863
18,671   13,621 5,050
67,087   53,134 13,953
26,898   17,478 9,420
1,899   1,472 427
13,607   10,028 3,579
23,259   21,189 2,070
6,864   777 6,087
197,126   8,822 188,304
53,936   33,030 20,906
1,427   424 1,003
7,137   1,900 5,237
153,447   4 153,443
204,290   393 203,897
36,984   25,913 11,071
128   118 10
8,798   9,391 -593
5,642   6,781 -1,139
14,058   14,801 -743
8,224   9,507 -1,283
6,025   4,724 1,301
2,486   2,468 18
33,982   21,751 12,231
2,285   2,447 -162
6,093   6,329 -236
19,801   20,570 -769
11,101   10,022 1,079
31,212   27,080 4,132
1,225   1,069 156
6,632   5,808 824
2,883   2,908 -25
31,847   15,019 16,828
29,837   15,668 14,169
15,553   4,603 10,950
37,245   10,947 26,298
11,597   3,458 8,139
10,960   5,358 5,602
33,199   15,285 17,914
77,515   31,771 45,744
5,292   1,514 3,778
12,701   3,467 9,234
8,921   2,400 6,521
36,396   9,256 27,140
25,591   9,361 16,230
6,598   3,375 3,223
14,093   3,399 10,694
11,617   3,014 8,603
3,047   692 2,355
30,008   17,307 12,701
55,000   74,709 -19,709
68,975   98,124 -29,149
16,143   14,184 1,959
8,071   6,637 1,434
7,063   5,709 1,354
17,921   18,780 -859
30,366   29,515 851
20,110   17,284 2,826
16,531   14,457 2,074
33,413   21,381 12,032
35,946   18,098 17,848
26,884   7,016 19,868
7,931   3,687 4,244
54,324   24,583 29,741
10,852   2,668 8,184
25,321   6,151 19,170
46,259   4,769 41,490
62,173   29,249 32,924
35,854   16,218 19,636
31,386   9,603 21,783
70,386   80,677 -10,291
72,687   79,919 -7,232
27,152   2,811 24,341
33,317   13,194 20,123
18,765   9,731 9,034
40,055   20,786 19,269
10,548   11,601 -1,053
13,712   15,345 -1,633
79,394   81,302 -1,908
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       201
b       391
c       -65
d       -5,249
e       -2,349
      -4,558
      -3,280
      20
      132
      235
      75,366
      10,925
      13,079
      13,601
      93,313
      5,754
      2,594
      4,152
      -258
      385
      -750
      -3,636
      -3,677
      -4,597
      -2,621
      -2,895
      2,250
      3,134
      6,440
      2,745
      2,225
      291
      968
      92,186
      -440
      -4,648
      -4,084
      -5,674
      12,225
      566
      -2,674
      -7,830
      -5,430
      -125
      168
      463
      1,047
      621
      1,061
      52
      62,611
      62,811
      77,965
      409
      4,287
      4,922
      5,319
      33,919
      1,723
      3,761
      68,074
      83,521
      83,883
      17,768
      3,240
      9,221
      917
      3,014
      1,481
      31,483
      61,426
      296
      2,086
      1,608
      478
      10,574
      883
      244
      410
      854
      -82
      -21
      -115
      -117
      297
      2,788
      6,891
      1,728
      928
      4,049
      1,512
      598
      63,696
      2,413
      -362
      111
      -2,113
      67,638
      -3,788
      -2,672
      -1,817
      1,741
      2,689
      10,517
      -187
      13,646
      4,127
      36,390
      46,562
      -17,209
      2,760
      6,287
      730
      3,701
      -1,491
      -100
      -4,455
      -88
      2,532
      -2
      2,149
      4,289
      4,582
      10,360
      -1,148
      -143
      -1,044
      -1,565
      -1,135
      -1,798
      -80
      -32
      1,982
      6,299
      2,962
      878
      -329
      -685
      -2,127
      4,618
      -1,073
      4,126
      5,929
      19,343
      4,171
      253
      1,734
      3,444
      1,429
      2,252
      65
      6,107
      2,444
      3,656
      7,480
      2,538
      406
      -16
      -20
      576
      354
      453
      1,749
      2,310
      4,586
      1,727
      -186
      -513
      -155
      212
      4,578
      8,474
      2,482
      3,754
      7,109
      1,410
      2,099
      -10,033
      403
      3,564
      9,785
      3
      3,061
      810
      5,192
      1,118
      2,272
      1,429
      6,847
      592
      -2,718
      -1,070
      -1,306
      -319
      -1,491
      -1,601
      1,246
      1,085
      6,234
      7,070
      11,839
      304
      -930
      -21
      -1,061
      -1,310
      -11,611
      487
      4,877
      6,049
      2,101
      2,348
      937
      -1,376
      755
      863
      2,009
      1,167
      319
      202
      -2,465
      -1,424
      2,571
      2,359
      -195
      2,467
      764
      616
      406
      2,183
      -1,057
      3,569
      2,231
      21,688
      31,919
      11,813
      -30,639
      -7,296
      2,899
      2,580
      5,077
      7,677
      8,386
      19,385
      -2,235
      2,749
      3,855
      4,694
      14,670
      -1,489
      -1,367
      -2,472
      -888
      -20
      1,679
      10,522
      4,304
      -378
      48
      -5,945
      328
      5,577
      4,684
      1,818
      191
      -4,348
      2,188
      -520
      -1,081
      -726
      1,884
      3,169
      1,755
      -82
      5,342
      1,745
      14,663
      -3,389
      -302
      -5,626
      -4,525
      5,558
      -633
      -1,729
      -1,639
      -78
      -1,747
      7,420
      2,509
      -10,816
      -12,066
      185
      9,236
      1,857
      1,230
      1,572
      15,371
      31,598
      76
      1,371
      19,192
      1,875
      3,514
      542
      7,584
      1,661
      1,418
      10,128
      7,246
      1,680
      736
      39,327
      1,485
      -247
      8,544
      -166
      -502
      -1,927
      -1,838
      -688
      -1,238
      -483
      6,277
      1,266
      2,147
      360
      6,837
      -139
      16,134
      43,127
      4,724
      6,637
      39,400
      782
      582
      84
      2,236
      871
      -19
      -35
      9,211
      127
      4,407
      1,854
      2,022
      4,998
      2,339
      1,032
      1,863
      5,050
      13,953
      9,420
      427
      3,579
      2,070
      6,087
      188,304
      20,906
      1,003
      5,237
      153,443
      203,897
      11,071
      10
      -593
      -1,139
      -743
      -1,283
      1,301
      18
      12,231
      -162
      -236
      -769
      1,079
      4,132
      156
      824
      -25
      16,828
      14,169
      10,950
      26,298
      8,139
      5,602
      17,914
      45,744
      3,778
      9,234
      6,521
      27,140
      16,230
      3,223
      10,694
      8,603
      2,355
      12,701
      -19,709
      -29,149
      1,959
      1,434
      1,354
      -859
      851
      2,826
      2,074
      12,032
      17,848
      19,868
      4,244
      29,741
      8,184
      19,170
      41,490
      32,924
      19,636
      21,783
      -10,291
      -7,232
      24,341
      20,123
      9,034
      19,269
      -1,053
      -1,633
      -1,908
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 2,926,231
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 41,105
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 41,105
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 41,105
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 47,844
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 47,844
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 6,739
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax6,739 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
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 ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534
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
MARC FREEDMAN PRESIDENT
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
TWILIGHT FREEDMAN VICE PRESIDENT
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
MONICA FREEDMAN SNIDEMAN DIRECTOR
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
JENNIFER LYNN HOLSOMACK DIRECTOR
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
GARY ANDERSON DIRECTOR
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
BRIAN ANDERSON DIRECTOR
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
WENDY FREEDMAN DIRECTOR
1
0    
3002 TRIWAY LANE
HOUSTON,TX77043
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
9,521,781
b
Average of monthly cash balances.......................
1b
146,424
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,668,205
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
9,668,205
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
145,023
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,523,182
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
476,159
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
476,159
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
41,105
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,105
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
435,054
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
435,054
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
435,054
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
1,033,615
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
1,033,615
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 7 435,054
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 361,775
b From 2021...... 333,490
c From 2022...... 359,279
d From 2023...... 403,724
e From 2024...... 442,427
f Total of lines 3a through e ........ 1,900,695
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,033,615
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..... 435,054
e Remaining amount distributed out of corpus 598,561
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 2,499,256
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) ...
361,775
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
2,137,481
10 Analysis of line 9:
a Excess from 2021 .... 333,490
b Excess from 2022 .... 359,279
c Excess from 2023 .... 403,724
d Excess from 2024 .... 442,427
e Excess from 2025 .... 598,561
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).)
MARC FREEDMAN TWILIGHT FREEDMAN
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

INSTITUTE FOR HUMAN UNDERSTANDING INC

636 N VIEW DRIVE
ROCHESTER,VT05767
N/A   UNRESTRICTED GENERAL 2,500

CLEAN AIR TASK FORCE

114 STATE STREET
BOSTON,MA02109
N/A   UNRESTRICTED GENERAL 20,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE S
NEW YORK,NY10010
N/A   UNRESTRICTED GENERAL 20,000

HADASSAH-WOMEN'S ZIONIST ORG OF AMERICA

40 WALL STREET
NEW YORK,NY10005
N/A   UNRESTRICTED GENERAL 15,000

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038
N/A   UNRESTRICTED GENERAL 30,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158
N/A   UNRESTRICTED GENERAL 10,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR STREET
NEW YORK,NY10006
N/A   UNRESTRICTED GENERAL 15,000

AGAINST MALARIA FOUNDATION

310 W 20TH STREET
KANSAS CITY,MO64108
N/A   UNRESTRICTED GENERAL 6,000

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
N/A   UNRESTRICTED GENERAL 50,000

COOPERATIVE FOR EDUCATION

2300 MONTANA AVENUE
CINCINNATI,OH45211
N/A   UNRESTRICTED GENERAL 6,000

SHRINERS' HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL33607
N/A   UNRESTRICTED GENERAL 25,000

FOUNDERS' PLEDGE INC

228 PARK AVENUE S
NEW YORK,NY100031502
N/A   UNRESTRICTED GENERAL 25,000

THURGOOD MARSHALL COLLEGE FUND

80 MAIDEN LANE
NEW YORK,NY10038
N/A   UNRESTRICTED GENERAL 25,000

THE BARACK OBAMA FOUNDATION

5235 S HARPER COURT
CHICAGO,IL60615
N/A   UNRESTRICTED GENERAL 30,000

NPR

1111 N CAPITOL STREET
WASHINGTON,DC20002
N/A   UNRESTRICTED GENERAL 10,000

NATIONAL ALLIANCE TO END HOMELESSNESS

1518 K STREET NW
WASHINGTON,DC20005
N/A   UNRESTRICTED GENERAL 18,000

AMERICAN NATIONAL RED CROSS

431 18TH STREET NW
WASHINGTON,DC20006
N/A   UNRESTRICTED GENERAL 85,000

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE
ARLINGTON,VA22203
N/A   UNRESTRICTED GENERAL 20,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105
N/A   UNRESTRICTED GENERAL 35,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
N/A   UNRESTRICTED GENERAL 10,000

UNITED WAY OF GREATER HOUSTON

50 WAUGH DRIVE
HOUSTON,TX77007
N/A   UNRESTRICTED GENERAL 150,000

UNIVERSITY OF TEXAS FDN

9011 MOUNTAIN RIDGE DRIVE
AUSTIN,TX78759
N/A   UNRESTRICTED GENERAL 220,000

RONALD MCDONALD HOUSE OF HOUSTON INC

1907 HOLCOMBE BLVD
HOUSTON,TX77030
N/A   UNRESTRICTED GENERAL 15,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029
N/A   UNRESTRICTED GENERAL 100,000

HOLOCAUST MUSEUM HOUSTON

5401 CAROLINE STREET
HOUSTON,TX77004
N/A   UNRESTRICTED GENERAL 12,000

HABITAT FOR HUMANITY INTERNATIONAL

322 W LAMAR STREET
AMERICUS,GA31709
N/A   UNRESTRICTED GENERAL 8,000

HAND IN HAND AMERICAN FRIENDS OF CTR

2929 SW MULTNOMAH BLVD
PORTLAND,OR97219
N/A   JEWISH-ARAB EDUCATION IN 12,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102
N/A   UNRESTRICTED GENERAL 4,000

SIERRA CLUB FOUNDATION

2101 WEBSTER STREET
OAKLAND,CA94612
N/A   UNRESTRICTED GENERAL 20,000
Total ................................. 3a 998,500
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 84,497  
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 2,926,231  
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) ..   3,010,728  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,010,728
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TWILIGHT & MARC FREEDMAN FDN
 
Employer identification number

76-0683871
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
TWILIGHT & MARC FREEDMAN FDN
 
Employer identification number
76-0683871
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
MARC AND TWILIGHT FREEDMAN
3002 TRIWAY LANE
 
HOUSTON, TX770431319

$ 618,451


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
MARC AND TWILIGHT FREEDMAN
3002 TRIWAY LANE
 
HOUSTON, TX770431319

$ 605,773


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TWILIGHT & MARC FREEDMAN FDN
 
Employer identification number

76-0683871
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
2920 SHS DOCUSIGN INC 352 SHS CATERPILLAR INC 3192 SHS MICROCHIP TECHNPOLOGY INC $ 618,451 2025-12-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
1014 SHS APPLE INC 270 SHS META PLATFORMS INC 3574 PURE STORAGE INC $ 605,773 2025-07-02
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TWILIGHT & MARC FREEDMAN FDN
 
Employer identification number

76-0683871
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 InvestmentsCorpStockSchedule
Name:
TWILIGHT & MARC FREEDMAN FDN
EIN:
76-0683871
Name of Stock End of Year Book Value End of Year Fair Market Value
20030N101 COMCAST CORP    
46625H100 JPMORGAN CHASE & CO 60,520 135,655
670100205 NOVO NORDISK A/S ADR    
594918104 MICROSOFT CORP 326,331 687,224
037833100 APPLE INC 123,905 314,542
02079K305 ALPHABET INC SHS 298,018 544,931
02079K107 ALPHABET INC SHS    
50540R409 LABORATORY CORP AMER    
444859102 HUMANA INC 179,503 139,079
192446102 COGNIZANT TECHNOLOGY    
91324P102 UNITEDHEALTH GROUP I    
055622104 BP P L C SPONS ADR    
34959J108 FORTIVE CORP    
256677105 DOLLAR GENERAL CORP    
22052L104 DOWDUPONT INC    
256746108 DOLLAR TREE INC    
20825C104 CONOCOPHILLIPS    
904767704 UNILEVER PLC AMER SH    
778296103 ROSS STORES INC    
084670702 BERKSHIRE HATHAWAYIN 55,117 91,482
45866F104 INTERCONTINENTAL EXC 264,240 318,575
30303M102 META PLATFORMS INC C 270,491 530,712
G0750C108 AXALTA COATING SYSTE    
036752103 ELEVANCE HEALTH INC 185,749 186,142
171779309 CIENA CORP 131,701 488,554
023135106 AMAZON COM INC COM 446,365 674,225
80105N105 SANOFI-SYNTHELABO    
68902V107 OTIS WORLDWIDE CORP    
038222105 APPLIED MATERIALS IN    
92826C839 VISA INC CL A SHRS 396,721 425,061
759351604 REINSURANCE GROUP OF    
05352A100 AVANTOR INC    
922475108 VEEVA SYS INC    
743315103 PROGRESSIVE CORP/THE    
609207105 MONDELEZ INTERNATION    
517834107 LAS VEGAS SANDS CORP    
929089100 VOYA FINL INC SHS    
61174X109 MONSTER BEVERAGE SHS    
149123101 CATERPILLAR INC DEL   201,650
26484T106 DUN AND BRADSTREET H    
G6095L109 APTIV PLC SHS    
007903107 ADVNCD MICRO D INC 74,848 69,174
025816109 AMERICAN EXPRESS CO    
31620R303 FIDELITY NATIONAL FI    
34965K107 FORTREA HOLDINGS INC    
50212V100 LPL FINANCIAL HOLDIN    
573874104 MARVELL TECH INC    
595112103 MICRON TECHNOLOGY IN 95,065 279,131
780259305 ROYAL DUTCH SHELL PL    
830566105 SKECHERS U S A INC    
835699307 SONY CORP ADR AMERN    
87256C101 TKO GROUP HOLDINGS I 68,066 180,158
88033G407 TENET HEALTHCARE COR    
883556102 THERMO FISHER SCIENT    
92343V104 VERIZON COMMUNICATIO    
989207105 ZEBRA TECHNOLOGIES C    
G0176J109 ALLEGION PLC SHS    
G5960L103 MEDTRONIC PLC SHS 209,844 202,975
009158106 AIR PRODUCTS&CHEM 204,722 181,066
11135F101 BROADCOM INC 176,741 277,918
14149Y108 CARDINAL HEALTH INC 268,223 466,691
169656105 CHIPOTLE MEXICAN GRI    
22160K105 COSTCO WHSL CORP NEW    
22822V101 CROWN CASTLE INTERNA    
25243Q205 DIAGEO PLC SPON ADR    
254709108 DISCOVER FINANCIAL S    
285512109 ELECTRONIC ARTS    
38141G104 GOLDMAN SACHS GROUP    
42809H107 HESS CORP    
438516106 HONEYWELL INTERNATIO    
452308109 ILLINOIS TOOL WORKS    
46120E602 INTUITIVE SURGICAL I    
526107107 LENNOX INTERNATIONAL    
571903202 MARRIOTT INTERNATION    
67066G104 NVIDIA 392,005 701,240
75513E101 RAYTHEON TECHNOLOGIE    
75734B100 REDDIT INC REG SHS-A    
78409V104 S&P GLOBAL INC 242,186 256,592
78467J100 SS AND C TECHNOLOGIE 229,309 249,672
882681109 TEXAS ROADHOUSE INC    
90353T100 UBER TECHNOLOGIES IN    
911312106 UNITED PARCEL SERVIC    
929740108 WABTEC CORP    
G51502105 JOHNSON CONTROLS INT 220,208 308,476
867224107 SUNCOR ENERGY INC NE 45,543 52,034
949746101 WELLS FARGO & CO 129,516 170,183
256163106 DOCUSIGN INC   199,728
461202103 INTUIT INC 123,405 105,325
03831W108 APPLOVIN CORP COM 128,388 320,738
03073E105 CENCORA INC 37,070 44,245
L8681T102 SPOTIFY TECH S.A. RE 229,751 225,315
77311W101 ROCKET COMPANIES INC 159,321 310,399
958102105 WSTN DIGITAL CORP DE 59,604 205,001
95082P105 WESCO INTERNATIONAL 253,758 240,236
418056107 HASBRO INC 269,127 300,940
458140100 INTEL CORP 108,038 93,136
166764100 CHEVRON CORP 228,824 238,217
443201108 HOWMET AEROSPACE INC 185,103 307,325
595017104 MICROCHIP TECHNOLOGY   203,394
532457108 ELI LILLY & CO 74,743 95,647
833445109 SNOWFLAKE INC REG SH 202,841 165,178
760125104 RENTOKIL INTL SPNSRD 130,212 139,081

TY 2025 OtherDecreasesSchedule
Name:
TWILIGHT & MARC FREEDMAN FDN
EIN:
76-0683871
Description Amount
CONTRIBUTION EXCESS FMV/BASIS 1,205,993
BASIS ADJUSTMENT 12,129


TY 2025 OtherExpensesSchedule
Name:
TWILIGHT & MARC FREEDMAN FDN
EIN:
76-0683871
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 111 111   0


TY 2025 OtherIncreasesSchedule
Name:
TWILIGHT & MARC FREEDMAN FDN
EIN:
76-0683871
Description Amount
TIMING DIFFERENCE 689


TY 2025 OtherProfessionalFeesSchedule
Name:
TWILIGHT & MARC FREEDMAN FDN
EIN:
76-0683871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES - BOA 60,279 36,167   24,112
INVESTMENT MANAGEMENT FEES 27,508 16,505   11,003


TY 2025 TaxesSchedule
Name:
TWILIGHT & MARC FREEDMAN FDN
EIN:
76-0683871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 750 750   0
EXCISE TAX - PRIOR YEAR 1,318 0   0
FEDERAL ESTIMATES - PRINCIPAL 47,844 0   0