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
THE RIGHT HAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 753 SUNSHINE DRIVE
 
Room/suite
City or town
LOS ALTOS
State or province
CA
Country  
ZIP or foreign postal code
94024
A Employer identification number

77-0499977
B Telephone number (see instructions)

6509650300
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,312,157
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)  
2 Check .................
3 Interest on savings and temporary cash investments 20,559 20,559  
4 Dividends and interest from securities... 14,202 14,202  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 310,295
b Gross sales price for all assets on line 6a 1,538,584
7 Capital gain net income (from Part IV, line 2)... 310,295
8 Net short-term capital gain.........  
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)....... 8 8  
12 Total. Add lines 1 through 11........ 345,064 345,064  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 32,511 5,638   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,445 139   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,956 5,777   0
25 Contributions, gifts, grants paid....... 244,000 244,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 281,956 5,777   244,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 63,108
b Net investment income (if negative, enter -0-) 339,287
c Adjusted net income (if negative, enter -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............. 60,264 57,919 57,919
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,385,478 Click to see attachment
List of Attached Documents:
// Content
1,422,936
2,012,670
b Investments—corporate stock (attach schedule)....... 204,650 Click to see attachment
List of Attached Documents:
// Content
232,645
241,568
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)..........      
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) 1,650,392 1,713,500 2,312,157
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,650,392 1,713,500
29 Total net assets or fund balances (see instructions)..... 1,650,392 1,713,500
30 Total liabilities and net assets/fund balances (see instructions). 1,650,392 1,713,500
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
1,650,392
2
Enter amount from Part I, line 27a .....................
2
63,108
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,713,500
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,713,500
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 22 SHS OF ADVNCD MICRO D INC P 2023-12-11 2025-06-02
b 5 SHS OF ADVNCD MICRO D INC P 2025-10-16 2025-12-19
c 29 SHS OF ADVNCD MICRO D INC P 2023-12-11 2025-07-07
d 26 SHS OF ADVNCD MICRO D INC P 2024-08-16 2025-07-22
e 6 SHS OF ADVNCD MICRO D INC P 2025-04-07 2025-07-22
121 SHS OF ADVNCD MICRO D INC P 2023-12-11 2025-07-22
3 SHS OF AIR PRODUCTS&CHEM P 2024-05-23 2025-10-16
2 SHS OF AIR PRODUCTS&CHEM P 2024-05-23 2025-10-16
8 SHS OF AIR PRODUCTS&CHEM P 2024-05-23 2025-06-02
3 SHS OF AIR PRODUCTS&CHEM P 2024-05-23 2025-02-05
12 SHS OF ALPHABET INC SHS CL A P 2019-12-30 2025-03-20
11 SHS OF ALPHABET INC SHS CL A P 2015-06-15 2025-03-20
11 SHS OF ALPHABET INC SHS CL A P 2019-12-30 2025-10-16
13 SHS OF ALPHABET INC SHS CL A P 2019-12-30 2025-12-19
60 SHS OF ALPHABET INC SHS CL A P 2016-02-03 2025-03-20
20 SHS OF ALPHABET INC SHS CL C P 2020-02-20 2025-02-10
27 SHS OF ALPHABET INC SHS CL C P 2019-12-30 2025-02-10
6 SHS OF AMAZON COM INC COM P 2020-03-16 2025-01-02
23 SHS OF AMAZON COM INC COM P 2020-03-16 2025-06-02
23 SHS OF AMAZON COM INC COM P 2020-03-16 2025-10-16
21 SHS OF AMAZON COM INC COM P 2020-03-16 2025-12-19
1000 SHS OF ANHEUSER-BUSCH IN 4.90% 46 P 2024-10-16 2025-05-30
1000 SHS OF ANHEUSER-BUSCH IN 4.90% 46 P 2022-10-18 2025-04-15
8 SHS OF APPLE INC P 2019-12-30 2025-10-16
9 SHS OF APPLE INC P 2019-12-30 2025-12-19
17 SHS OF APPLE INC P 2019-12-30 2025-06-02
20 SHS OF APPLE INC P 2019-12-30 2025-02-05
71 SHS OF APPLE INC P 2019-12-30 2025-02-10
1 SHS OF APPLOVIN CORP COM P 2025-03-21 2025-10-16
1 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-10-16
1 SHS OF APPLOVIN CORP COM P 2025-04-08 2025-10-16
7 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-06-02
12 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-05-20
9 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-06-05
4 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-09-30
8 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-09-16
6 SHS OF APPLOVIN CORP COM P 2025-04-08 2025-12-19
15 SHS OF APPLOVIN CORP COM P 2025-03-20 2025-10-01
37 SHS OF ASTERA LABS INC REG SHS P 2025-01-08 2025-02-10
17 SHS OF ASTERA LABS INC REG SHS P 2024-12-18 2025-02-10
38 SHS OF ASTERA LABS INC REG SHS P 2024-12-19 2025-02-10
12 SHS OF ASTERA LABS INC REG SHS P 2025-01-21 2025-02-10
7 SHS OF ASTERA LABS INC REG SHS P 2024-12-20 2025-02-10
2 SHS OF ASTERA LABS INC REG SHS P 2024-12-18 2025-02-10
2 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-29 2025-01-08
2 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-29 2025-02-05
2 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-29 2025-10-16
2 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-29 2025-12-19
15 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-05 2025-01-08
13 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-29 2025-04-08
21 SHS OF BERKSHIRE HATHAWAYINC P 2020-06-16 2025-01-08
80 SHS OF BOSTON SCIENTIFIC CORP P 2025-02-10 2025-12-09
104 SHS OF BOSTON SCIENTIFIC CORP P 2025-01-28 2025-12-09
51 SHS OF BOSTON SCIENTIFIC CORP P 2025-02-11 2025-12-09
21 SHS OF BOSTON SCIENTIFIC CORP P 2025-02-11 2025-12-16
147 SHS OF BOSTON SCIENTIFIC CORP P 2025-03-10 2025-12-16
21 SHS OF BOSTON SCIENTIFIC CORP P 2025-01-27 2025-12-09
30 SHS OF BOSTON SCIENTIFIC CORP P 2025-01-27 2025-10-16
7 SHS OF BOSTON SCIENTIFIC CORP P 2025-04-08 2025-12-16
5 SHS OF BOSTON SCIENTIFIC CORP P 2025-04-07 2025-12-16
13 SHS OF BOSTON SCIENTIFIC CORP P 2025-01-27 2025-06-02
11 SHS OF BOSTON SCIENTIFIC CORP P 2025-01-27 2025-02-05
2000 SHS OF BP CAP MARKETS AM 4.81% 33 P 2023-02-24 2025-04-08
1 SHS OF BROADCOM INC P 2024-10-17 2025-04-07
3 SHS OF BROADCOM INC P 2024-10-17 2025-09-16
12 SHS OF BROADCOM INC P 2024-10-17 2025-02-05
6 SHS OF BROADCOM INC P 2024-10-23 2025-09-16
17 SHS OF BROADCOM INC P 2024-10-17 2025-06-02
7 SHS OF BROADCOM INC P 2024-10-28 2025-12-19
10 SHS OF BROADCOM INC P 2024-10-23 2025-10-16
12 SHS OF BROADCOM INC P 2024-10-23 2025-12-02
26 SHS OF BROADCOM INC P 2024-10-28 2025-12-02
27 SHS OF BROADCOM INC P 2024-10-23 2025-11-25
2000 SHS OF BROADCOM INC 4.80%OCT15 34 P 2025-02-12 2025-04-08
1.0192 SHS OF CAPITAL ONE FINL P 2025-01-21 2025-07-07
2.3088 SHS OF CAPITAL ONE FINL P 2024-09-03 2025-07-07
35.672 SHS OF CAPITAL ONE FINL P 2024-09-04 2025-07-07
4 SHS OF CARDINAL HEALTH INC OHIO P 2024-05-01 2025-10-16
13 SHS OF CARDINAL HEALTH INC OHIO P 2024-04-29 2025-02-05
6 SHS OF CARDINAL HEALTH INC OHIO P 2024-04-29 2025-06-02
18 SHS OF CARDINAL HEALTH INC OHIO P 2024-04-30 2025-10-16
26 SHS OF CARDINAL HEALTH INC OHIO P 2024-04-30 2025-06-02
17 SHS OF CARDINAL HEALTH INC OHIO P 2024-05-01 2025-12-19
23 SHS OF CARDINAL HEALTH INC OHIO P 2024-05-01 2025-11-14
2 SHS OF CENCORA INC P 2025-04-08 2025-10-16
3.075 SHS OF CHEVRON CORP P 2024-11-27 2025-12-19
0.725 SHS OF CHEVRON CORP P 2024-11-27 2025-07-30
2.6 SHS OF CHEVRON CORP P 2024-11-27 2025-12-19
4.325 SHS OF CHEVRON CORP P 2024-11-29 2025-12-19
4.4 SHS OF CHEVRON CORP P 2024-11-27 2025-10-16
5.6 SHS OF CHEVRON CORP P 2024-11-27 2025-10-16
2 SHS OF CIENA CORP P 2022-09-23 2025-07-22
1 SHS OF CIENA CORP P 2024-06-03 2025-12-19
2 SHS OF CIENA CORP P 2024-05-31 2025-11-25
3 SHS OF CIENA CORP P 2022-09-29 2025-09-30
7 SHS OF CIENA CORP P 2022-09-23 2025-02-05
7 SHS OF CIENA CORP P 2024-05-23 2025-10-27
8 SHS OF CIENA CORP P 2024-05-23 2025-10-17
23 SHS OF CIENA CORP P 2022-09-13 2025-02-05
11 SHS OF CIENA CORP P 2022-09-30 2025-10-16
14 SHS OF CIENA CORP P 2022-09-30 2025-10-01
14 SHS OF CIENA CORP P 2022-09-29 2025-10-01
38 SHS OF CIENA CORP P 2022-09-23 2025-06-02
11 SHS OF CIENA CORP P 2024-05-28 2025-11-14
12 SHS OF CIENA CORP P 2024-05-24 2025-11-14
14 SHS OF CIENA CORP P 2024-05-23 2025-10-16
42 SHS OF CIENA CORP P 2022-09-26 2025-07-22
18 SHS OF CIENA CORP P 2024-05-23 2025-10-16
17 SHS OF CIENA CORP P 2024-05-24 2025-10-27
25 SHS OF CIENA CORP P 2022-09-29 2025-09-16
22 SHS OF CIENA CORP P 2024-05-28 2025-11-25
38 SHS OF CIENA CORP P 2022-09-26 2025-09-16
26 SHS OF CIENA CORP P 2024-05-31 2025-12-19
1 SHS OF COGNIZANT TECH SOLUTNS A P 2023-04-17 2025-02-10
6 SHS OF COGNIZANT TECH SOLUTNS A P 2023-04-18 2025-03-10
13 SHS OF COGNIZANT TECH SOLUTNS A P 2022-11-08 2025-02-10
35 SHS OF COGNIZANT TECH SOLUTNS A P 2023-12-11 2025-03-10
59 SHS OF COGNIZANT TECH SOLUTNS A P 2022-10-13 2025-01-08
56 SHS OF COGNIZANT TECH SOLUTNS A P 2022-11-08 2025-01-08
53 SHS OF COGNIZANT TECH SOLUTNS A P 2023-04-17 2025-03-10
61 SHS OF COGNIZANT TECH SOLUTNS A P 2023-03-27 2025-02-10
43 SHS OF COMCAST CORP NEW CL A P 2024-03-12 2025-02-10
38 SHS OF COMCAST CORP NEW CL A P 2024-03-13 2025-02-10
133 SHS OF COMCAST CORP NEW CL A P 2022-11-25 2025-02-10
207 SHS OF COMCAST CORP NEW CL A P 2022-11-25 2025-01-08
41 SHS OF CONOCOPHILLIPS P 2023-05-10 2025-07-30
2 SHS OF CONOCOPHILLIPS P 2025-01-21 2025-07-30
3 SHS OF CONOCOPHILLIPS P 2025-04-07 2025-07-30
1 SHS OF CONOCOPHILLIPS P 2020-11-12 2025-03-10
10 SHS OF CONOCOPHILLIPS P 2021-04-19 2025-03-10
13 SHS OF CONOCOPHILLIPS P 2021-04-15 2025-03-10
15 SHS OF CONOCOPHILLIPS P 2021-04-16 2025-03-10
30 SHS OF CONOCOPHILLIPS P 2021-09-15 2025-03-10
40 SHS OF CONOCOPHILLIPS P 2021-09-15 2025-07-30
2 SHS OF CORTEVA INC REG SHS P 2020-02-20 2025-02-11
23 SHS OF CORTEVA INC REG SHS P 2019-12-30 2025-02-10
33 SHS OF CORTEVA INC REG SHS P 2020-04-09 2025-02-11
74 SHS OF CORTEVA INC REG SHS P 2021-09-27 2025-02-11
49 SHS OF CORTEVA INC REG SHS P 2020-02-20 2025-02-10
124 SHS OF CORTEVA INC REG SHS P 2019-12-30 2025-01-08
58 SHS OF CROWN CASTLE INC P 2024-05-15 2025-02-10
68 SHS OF CROWN CASTLE INC P 2024-04-30 2025-01-08
28 SHS OF CROWN CASTLE INC P 2024-05-15 2025-02-11
1 SHS OF CROWN CASTLE INC P 2024-05-15 2025-01-08
2000 SHS OF CVS HEALTH CORP 3.75% 2030 P 2022-10-18 2025-02-26
1 SHS OF DISCOVER FINL SVCS P 2024-07-25 2025-01-10
5 SHS OF DISCOVER FINL SVCS P 2024-07-30 2025-01-13
5 SHS OF DISCOVER FINL SVCS P 2024-08-30 2025-01-13
11 SHS OF DISCOVER FINL SVCS P 2024-08-30 2025-03-18
7 SHS OF DISCOVER FINL SVCS P 2024-07-29 2025-01-10
27 SHS OF DISCOVER FINL SVCS P 2024-09-03 2025-03-18
17 SHS OF DISCOVER FINL SVCS P 2024-07-29 2025-01-13
29 SHS OF DISCOVER FINL SVCS P 2024-07-26 2025-01-10
34 SHS OF DISCOVER FINL SVCS P 2024-07-25 2025-01-08
168 SHS OF DUN AND BRADSTREET HLDGS P 2023-12-11 2025-03-11
85 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-29 2025-03-12
83 SHS OF DUN AND BRADSTREET HLDGS P 2023-12-11 2025-03-10
62 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-25 2025-03-12
50 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-30 2025-03-12
55 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-23 2025-03-11
47 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-26 2025-03-12
54 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-24 2025-03-12
41 SHS OF DUN AND BRADSTREET HLDGS P 2024-07-24 2025-03-11
130 SHS OF DUN AND BRADSTREET HLDGS P 2023-12-11 2025-02-13
76 SHS OF DUN AND BRADSTREET HLDGS P 2023-12-11 2025-02-12
94 SHS OF DUN AND BRADSTREET HLDGS P 2023-12-11 2025-02-11
88 SHS OF DUN AND BRADSTREET HLDGS P 2023-12-11 2025-02-10
22 SHS OF ELECTRONIC ARTS INC DEL P 2024-08-30 2025-01-27
39 SHS OF ELECTRONIC ARTS INC DEL P 2024-05-03 2025-01-27
9 SHS OF ELECTRONIC ARTS INC DEL P 2024-05-02 2025-01-27
7 SHS OF ELECTRONIC ARTS INC DEL P 2024-05-06 2025-01-27
6 SHS OF ELECTRONIC ARTS INC DEL P 2024-05-02 2025-01-08
54 SHS OF ELECTRONIC ARTS INC DEL P 2024-02-29 2025-01-08
2000 SHS OF ELEVANCE HEALTH 5.70% 2055 P 2024-12-11 2025-04-08
2 SHS OF ELEVANCE HEALTH INC P 2020-01-10 2025-10-16
2 SHS OF ELEVANCE HEALTH INC P 2020-05-13 2025-10-16
3 SHS OF ELEVANCE HEALTH INC P 2020-05-13 2025-12-19
2 SHS OF ELI LILLY & CO P 2024-12-18 2025-06-02
2 SHS OF ELI LILLY & CO P 2024-12-18 2025-05-06
2 SHS OF ELI LILLY & CO P 2024-12-18 2025-01-02
1 SHS OF ELI LILLY & CO P 2024-12-18 2025-10-16
2 SHS OF ELI LILLY & CO P 2024-12-18 2025-02-05
1 SHS OF ELI LILLY & CO P 2024-12-18 2025-12-19
1 SHS OF ELI LILLY & CO P 2024-12-19 2025-12-19
2000 SHS OF ENTERPRISE PRODUC 4.85% 34 P 2024-03-13 2025-04-08
59 SHS OF FID NATIONAL FINL INC P 2025-07-07 2025-07-11
45 SHS OF FID NATIONAL FINL INC P 2025-07-07 2025-07-11
50 SHS OF FID NATIONAL FINL INC P 2025-07-08 2025-07-11
16 SHS OF FID NATIONAL FINL INC P 2024-10-14 2025-03-12
4 SHS OF FID NATIONAL FINL INC P 2023-01-19 2025-02-11
5 SHS OF FID NATIONAL FINL INC P 2023-01-23 2025-02-11
7 SHS OF FID NATIONAL FINL INC P 2023-01-24 2025-02-11
5 SHS OF FID NATIONAL FINL INC P 2023-03-21 2025-03-10
11 SHS OF FID NATIONAL FINL INC P 2023-01-25 2025-02-12
11 SHS OF FID NATIONAL FINL INC P 2023-06-07 2025-03-11
12 SHS OF FID NATIONAL FINL INC P 2023-03-17 2025-02-12
22 SHS OF FID NATIONAL FINL INC P 2023-01-24 2025-02-12
20 SHS OF FID NATIONAL FINL INC P 2023-01-19 2025-02-10
24 SHS OF FID NATIONAL FINL INC P 2023-01-20 2025-02-11
16 SHS OF FID NATIONAL FINL INC P 2023-03-20 2025-02-13
19 SHS OF FID NATIONAL FINL INC P 2023-03-21 2025-03-11
26 SHS OF FID NATIONAL FINL INC P 2023-03-17 2025-02-13
25 SHS OF FID NATIONAL FINL INC P 2023-03-20 2025-03-10
38 SHS OF FID NATIONAL FINL INC P 2023-06-07 2025-03-12
64 SHS OF FID NATIONAL FINL INC P 2023-06-06 2025-03-11
27 SHS OF FORTIVE CORP P 2024-01-04 2025-01-08
33 SHS OF FORTIVE CORP P 2024-01-03 2025-01-08
63 SHS OF FORTIVE CORP P 2023-01-03 2025-01-08
1000 SHS OF GOLDMAN SACHS GROUP INC P 2024-08-05 2025-04-23
8 SHS OF HASBRO INC COM P 2025-06-10 2025-12-19
23 SHS OF HASBRO INC COM P 2025-06-09 2025-10-16
21 SHS OF HASBRO INC COM P 2025-06-09 2025-12-19
10 SHS OF HESS CORP P 2024-11-27 2025-06-02
3 SHS OF HESS CORP P 2024-11-27 2025-02-05
46 SHS OF HONEYWELL INTL INC DEL P 2024-10-10 2025-02-10
20 SHS OF HONEYWELL INTL INC DEL P 2024-10-28 2025-04-15
6 SHS OF HONEYWELL INTL INC DEL P 2024-10-23 2025-04-15
23 SHS OF HONEYWELL INTL INC DEL P 2024-10-23 2025-03-10
11 SHS OF HONEYWELL INTL INC DEL P 2024-10-28 2025-04-16
1 SHS OF HONEYWELL INTL INC DEL P 2024-11-20 2025-04-16
2 SHS OF HONEYWELL INTL INC DEL P 2024-10-10 2025-03-10
9 SHS OF HONEYWELL INTL INC DEL P 2024-10-11 2025-03-10
26 SHS OF HONEYWELL INTL INC DEL P 2024-10-08 2025-02-10
4 SHS OF HONEYWELL INTL INC DEL P 2024-10-08 2025-02-05
6 SHS OF HOWMET AEROSPACE INC P 2024-12-18 2025-02-05
2 SHS OF HOWMET AEROSPACE INC P 2024-12-19 2025-06-02
7 SHS OF HOWMET AEROSPACE INC P 2024-12-20 2025-07-30
10 SHS OF HOWMET AEROSPACE INC P 2025-01-08 2025-10-16
16 SHS OF HOWMET AEROSPACE INC P 2024-12-18 2025-06-02
13 SHS OF HOWMET AEROSPACE INC P 2025-01-08 2025-07-30
13 SHS OF HOWMET AEROSPACE INC P 2025-01-08 2025-12-19
15 SHS OF HOWMET AEROSPACE INC P 2024-12-19 2025-07-30
28 SHS OF HOWMET AEROSPACE INC P 2024-12-19 2025-07-07
4 SHS OF HUMANA INC P 2022-01-28 2025-06-02
3 SHS OF HUMANA INC P 2022-01-28 2025-10-16
3 SHS OF HUMANA INC P 2022-01-28 2025-10-16
3 SHS OF HUMANA INC P 2022-05-12 2025-12-19
1 SHS OF HUMANA INC P 2022-01-28 2025-10-16
8 SHS OF INTERCONTINENTAL P 2022-11-25 2025-02-05
11 SHS OF INTERCONTINENTAL P 2022-11-25 2025-10-16
12 SHS OF INTERCONTINENTAL P 2022-11-25 2025-12-19
16 SHS OF INTERCONTINENTAL P 2022-11-25 2025-06-02
18 SHS OF INTUIT INC COM P 2024-12-19 2025-03-10
8 SHS OF INTUIT INC COM P 2024-12-18 2025-03-10
2 SHS OF INTUIT INC COM P 2025-07-22 2025-10-16
2 SHS OF INTUIT INC COM P 2024-12-18 2025-03-10
4 SHS OF INTUIT INC COM P 2024-12-20 2025-03-10
5 SHS OF JOHNSON CONTROLS INTER P 2024-12-19 2025-06-02
25 SHS OF JOHNSON CONTROLS INTER P 2024-12-18 2025-02-05
13 SHS OF JOHNSON CONTROLS INTER P 2024-12-18 2025-06-02
10 SHS OF JOHNSON CONTROLS INTER P 2024-12-20 2025-11-10
23 SHS OF JOHNSON CONTROLS INTER P 2024-12-19 2025-10-16
17 SHS OF JOHNSON CONTROLS INTER P 2025-01-08 2025-11-10
20 SHS OF JOHNSON CONTROLS INTER P 2025-01-08 2025-12-19
26 SHS OF JOHNSON CONTROLS INTER P 2024-12-19 2025-11-10
2000 SHS OF JPMORGAN CHASE & CO P 2023-10-16 2025-05-27
3000 SHS OF JPMORGAN CHASE & CO P 2022-10-18 2025-04-23
3 SHS OF JPMORGAN CHASE & CO P 2022-11-25 2025-02-05
3 SHS OF JPMORGAN CHASE & CO P 2022-11-25 2025-12-19
20000 SHS OF JPMORGAN CHASE & CO P 2022-10-18 2025-05-27
5 SHS OF JPMORGAN CHASE & CO P 2022-11-25 2025-10-16
9 SHS OF JPMORGAN CHASE & CO P 2022-05-19 2025-01-08
15 SHS OF JPMORGAN CHASE & CO P 2020-02-20 2025-01-08
10 SHS OF JPMORGAN CHASE & CO P 2016-02-03 2025-01-08
55 SHS OF JPMORGAN CHASE & CO P 2022-11-25 2025-01-08
56 SHS OF KKR & CO INC CL A P 2025-01-08 2025-03-10
15 SHS OF KKR & CO INC CL A P 2025-01-10 2025-03-10
2 SHS OF KKR & CO INC CL A P 2025-01-21 2025-03-10
9 SHS OF KKR & CO INC CL A P 2024-12-18 2025-02-10
29 SHS OF KKR & CO INC CL A P 2025-01-08 2025-02-10
7 SHS OF KKR & CO INC CL A P 2024-12-18 2025-02-05
6 SHS OF KKR & CO INC CL A P 2024-12-20 2025-02-10
33 SHS OF KKR & CO INC CL A P 2024-12-19 2025-02-10
53 SHS OF LVMH MOET HENNESSY ADR P 2025-02-10 2025-06-10
29 SHS OF LVMH MOET HENNESSY ADR P 2025-01-10 2025-06-10
28 SHS OF LVMH MOET HENNESSY ADR P 2024-12-19 2025-05-07
25 SHS OF LVMH MOET HENNESSY ADR P 2025-01-08 2025-06-10
20 SHS OF LVMH MOET HENNESSY ADR P 2024-12-19 2025-06-10
8 SHS OF LVMH MOET HENNESSY ADR P 2024-12-19 2025-06-10
7 SHS OF LVMH MOET HENNESSY ADR P 2024-12-19 2025-06-02
128 SHS OF MARVELL TECH INC P 2024-05-02 2025-04-15
57 SHS OF MARVELL TECH INC P 2024-07-12 2025-05-20
61 SHS OF MARVELL TECH INC P 2024-08-16 2025-05-20
26 SHS OF MARVELL TECH INC P 2024-06-28 2025-04-15
7 SHS OF MARVELL TECH INC P 2025-01-21 2025-05-20
35 SHS OF MARVELL TECH INC P 2024-06-28 2025-05-06
12 SHS OF MARVELL TECH INC P 2024-07-12 2025-05-07
17 SHS OF MARVELL TECH INC P 2024-05-02 2025-05-06
4 SHS OF MARVELL TECH INC P 2024-06-28 2025-05-07
12 SHS OF MARVELL TECH INC P 2024-05-02 2025-02-05
19 SHS OF MARVELL TECH INC P 2023-12-11 2025-02-05
67 SHS OF MARVELL TECH INC P 2023-12-11 2025-01-08
2 SHS OF META PLATFORMS INC P 2022-11-25 2025-10-16
5 SHS OF META PLATFORMS INC P 2022-11-25 2025-02-05
6 SHS OF META PLATFORMS INC P 2022-11-25 2025-12-19
11 SHS OF META PLATFORMS INC P 2022-11-25 2025-06-02
25 SHS OF MICRON TECHNOLOGY INC P 2023-11-28 2025-06-02
6 SHS OF MICRON TECHNOLOGY INC P 2025-03-20 2025-10-16
28 SHS OF MICRON TECHNOLOGY INC P 2023-11-03 2025-01-08
13 SHS OF MICRON TECHNOLOGY INC P 2023-11-28 2025-09-16
9 SHS OF MICRON TECHNOLOGY INC P 2023-12-07 2025-10-16
59 SHS OF MICRON TECHNOLOGY INC P 2023-11-28 2025-01-08
23 SHS OF MICRON TECHNOLOGY INC P 2023-12-07 2025-09-16
15 SHS OF MICRON TECHNOLOGY INC P 2025-03-20 2025-12-19
20 SHS OF MICRON TECHNOLOGY INC P 2023-12-07 2025-10-16
20 SHS OF MICRON TECHNOLOGY INC P 2025-03-20 2025-12-09
1 SHS OF MICROSOFT CORP P 2017-06-21 2025-01-02
2 SHS OF MICROSOFT CORP P 2018-01-03 2025-10-16
3 SHS OF MICROSOFT CORP P 2018-01-03 2025-12-19
6 SHS OF MICROSOFT CORP P 2019-12-30 2025-12-19
10 SHS OF MICROSOFT CORP P 2018-01-03 2025-12-09
13 SHS OF MICROSOFT CORP P 2017-06-21 2025-02-05
11 SHS OF MICROSOFT CORP P 2017-06-21 2025-10-16
13 SHS OF MICROSOFT CORP P 2018-01-03 2025-11-25
13 SHS OF MICROSOFT CORP P 2017-06-21 2025-06-02
24 SHS OF MR COOPER GROUP INC P 2025-03-03 2025-06-02
3 SHS OF NOVO NORDISK A S ADR P 2019-12-30 2025-01-02
8 SHS OF NOVO NORDISK A S ADR P 2020-02-20 2025-01-02
22 SHS OF NOVO NORDISK A S ADR P 2020-02-20 2025-02-10
62 SHS OF NOVO NORDISK A S ADR P 2022-11-08 2025-02-10
34 SHS OF NOVO NORDISK A S ADR P 2020-04-09 2025-02-10
25 SHS OF NVIDIA P 2024-02-08 2025-02-05
26 SHS OF NVIDIA P 2024-02-08 2025-10-16
44 SHS OF NVIDIA P 2024-02-08 2025-06-02
37 SHS OF NVIDIA P 2024-02-08 2025-12-19
2000 SHS OF ORACLE CORP 6.15%NOV09 29 P 2022-12-01 2025-04-08
17 SHS OF OTIS WORLDWIDE CORP REG P 2022-11-25 2025-02-11
72 SHS OF OTIS WORLDWIDE CORP REG P 2022-11-25 2025-01-08
66 SHS OF OTIS WORLDWIDE CORP REG P 2022-11-25 2025-02-10
2000 SHS OF PFIZER INVST ENTE 5.30% 53 P 2025-03-27 2025-05-21
40 SHS OF REDDIT INC REG SHS-A- P 2025-01-08 2025-03-20
30 SHS OF REDDIT INC REG SHS-A- P 2024-12-19 2025-03-20
15 SHS OF REDDIT INC REG SHS-A- P 2024-12-18 2025-03-20
29 SHS OF REDDIT INC REG SHS-A- P 2024-11-27 2025-03-20
20 SHS OF REDDIT INC REG SHS-A- P 2024-11-29 2025-03-20
6 SHS OF REDDIT INC REG SHS-A- P 2024-12-20 2025-03-20
3 SHS OF REDDIT INC REG SHS-A- P 2024-11-27 2025-02-05
2 SHS OF REINSURNCE GROUP AMERICA P 2025-01-21 2025-03-11
1 SHS OF REINSURNCE GROUP AMERICA P 2022-05-25 2025-02-10
2 SHS OF REINSURNCE GROUP AMERICA P 2022-05-25 2025-03-10
3 SHS OF REINSURNCE GROUP AMERICA P 2022-05-26 2025-03-11
4 SHS OF REINSURNCE GROUP AMERICA P 2022-05-11 2025-02-10
7 SHS OF REINSURNCE GROUP AMERICA P 2022-05-25 2025-02-11
8 SHS OF REINSURNCE GROUP AMERICA P 2022-07-13 2025-03-11
5 SHS OF REINSURNCE GROUP AMERICA P 2022-05-11 2025-02-05
19 SHS OF REINSURNCE GROUP AMERICA P 2022-05-26 2025-03-10
17 SHS OF REINSURNCE GROUP AMERICA P 2022-05-12 2025-02-10
23 SHS OF REINSURNCE GROUP AMERICA P 2022-07-12 2025-03-11
24 SHS OF RENTOKIL INTL SPNSRD ADR P 2025-10-31 2025-12-19
21 SHS OF ROCKET COMPANIES INC P 2025-03-05 2025-10-27
38 SHS OF ROCKET COMPANIES INC P 2025-03-04 2025-10-16
165 SHS OF ROCKET COMPANIES INC P 2025-03-03 2025-10-16
181 SHS OF ROCKET COMPANIES INC P 2025-03-06 2025-12-19
199 SHS OF ROCKET COMPANIES INC P 2025-03-05 2025-12-09
281 SHS OF ROCKET COMPANIES INC P 2025-03-04 2025-10-27
275 SHS OF ROCKET COMPANIES INC P 2025-03-06 2025-12-09
57 SHS OF ROSS STORES INC COM P 2025-01-08 2025-02-26
35 SHS OF ROSS STORES INC COM P 2025-01-10 2025-02-26
5 SHS OF ROSS STORES INC COM P 2025-01-08 2025-02-26
2 SHS OF ROSS STORES INC COM P 2025-01-21 2025-02-26
19 SHS OF RTX CORP P 2024-02-05 2025-01-08
22 SHS OF RTX CORP P 2024-02-05 2025-05-14
45 SHS OF RTX CORP P 2024-02-05 2025-05-15
65 SHS OF RTX CORP P 2024-01-17 2025-01-08
10 SHS OF S&P GLOBAL INC P 2024-12-02 2025-11-10
9 SHS OF S&P GLOBAL INC P 2024-11-29 2025-11-10
3 SHS OF S&P GLOBAL INC P 2024-11-27 2025-06-02
2 SHS OF S&P GLOBAL INC P 2024-11-29 2025-10-16
2 SHS OF S&P GLOBAL INC P 2024-11-27 2025-10-16
3 SHS OF S&P GLOBAL INC P 2024-11-27 2025-06-02
2 SHS OF S&P GLOBAL INC P 2024-12-02 2025-12-19
2 SHS OF S&P GLOBAL INC P 2025-01-08 2025-12-19
0.6666 SHS OF SANDISK CORP P 2025-01-08 2025-02-26
39 SHS OF SANDISK CORP P 2025-02-10 2025-03-20
41 SHS OF SANDISK CORP P 2025-01-08 2025-03-20
9 SHS OF SANOFI ADR P 2025-04-07 2025-05-07
11 SHS OF SANOFI ADR P 2023-12-11 2025-05-06
47 SHS OF SANOFI ADR P 2023-12-11 2025-01-10
14 SHS OF SANOFI ADR P 2023-12-11 2025-02-05
16 SHS OF SANOFI ADR P 2023-12-11 2025-02-11
34 SHS OF SANOFI ADR P 2023-12-11 2025-02-10
137 SHS OF SANOFI ADR P 2023-12-11 2025-01-08
143 SHS OF SANOFI ADR P 2023-12-11 2025-05-07
133 SHS OF SANOFI ADR P 2023-12-11 2025-03-10
4 SHS OF SHELL PLC P 2023-07-21 2025-02-11
10 SHS OF SHELL PLC P 2023-07-13 2025-02-05
12 SHS OF SHELL PLC P 2023-07-21 2025-06-02
12 SHS OF SHELL PLC P 2023-07-13 2025-02-11
8 SHS OF SHELL PLC P 2025-04-07 2025-07-30
103 SHS OF SHELL PLC P 2023-07-13 2025-02-10
47 SHS OF SHELL PLC P 2023-07-24 2025-07-30
69 SHS OF SHELL PLC P 2023-07-21 2025-07-30
45 SHS OF SKECHERS U S A INC CL A P 2024-06-28 2025-03-11
103 SHS OF SKECHERS U S A INC CL A P 2023-12-11 2025-03-10
2 SHS OF SKECHERS U S A INC CL A P 2024-10-14 2025-03-11
3 SHS OF SKECHERS U S A INC CL A P 2023-09-29 2025-01-10
34 SHS OF SKECHERS U S A INC CL A P 2023-12-11 2025-01-10
22 SHS OF SKECHERS U S A INC CL A P 2023-09-28 2025-01-08
54 SHS OF SKECHERS U S A INC CL A P 2023-09-29 2025-01-08
10 SHS OF SONY GROUP CORP P 2024-08-19 2025-07-23
10 SHS OF SONY GROUP CORP P 2024-08-16 2025-04-28
40 SHS OF SONY GROUP CORP P 2025-04-07 2025-07-23
45 SHS OF SONY GROUP CORP P 2023-12-11 2025-02-05
36 SHS OF SONY GROUP CORP P 2024-08-16 2025-05-07
71 SHS OF SONY GROUP CORP P 2023-12-11 2025-02-10
89 SHS OF SONY GROUP CORP P 2023-12-11 2025-02-12
49 SHS OF SONY GROUP CORP P 2024-08-16 2025-05-06
75 SHS OF SONY GROUP CORP P 2024-08-19 2025-07-22
80 SHS OF SONY GROUP CORP P 2024-08-19 2025-05-07
224 SHS OF SONY GROUP CORP P 2023-12-11 2025-01-08
147 SHS OF SONY GROUP CORP P 2023-12-11 2025-02-11
155 SHS OF SONY GROUP CORP P 2024-08-20 2025-07-23
519 SHS OF SONY GROUP CORP P 2023-12-11 2025-01-10
294 SHS OF SONY GROUP CORP P 2023-12-11 2025-04-28
5 SHS OF SPOTIFY TECH S.A. REG P 2025-02-10 2025-12-19
2 SHS OF SPOTIFY TECH S.A. REG P 2025-02-10 2025-10-16
4 SHS OF SPOTIFY TECH S.A. REG P 2025-02-10 2025-06-02
7 SHS OF SPOTIFY TECH S.A. REG P 2025-02-10 2025-06-09
7 SHS OF SPOTIFY TECH S.A. REG P 2025-02-10 2025-07-07
8 SHS OF SS AND C TECHNOLOGIES P 2024-11-19 2025-06-02
7 SHS OF SS AND C TECHNOLOGIES P 2024-11-20 2025-11-10
7 SHS OF SS AND C TECHNOLOGIES P 2024-11-22 2025-12-19
16 SHS OF SS AND C TECHNOLOGIES P 2024-11-18 2025-06-02
12 SHS OF SS AND C TECHNOLOGIES P 2024-11-18 2025-02-05
16 SHS OF SS AND C TECHNOLOGIES P 2024-11-20 2025-10-16
15 SHS OF SS AND C TECHNOLOGIES P 2024-11-22 2025-11-11
13 SHS OF SS AND C TECHNOLOGIES P 2024-11-25 2025-12-19
22 SHS OF SS AND C TECHNOLOGIES P 2024-11-19 2025-10-16
22 SHS OF SS AND C TECHNOLOGIES P 2024-11-22 2025-11-10
31 SHS OF SS AND C TECHNOLOGIES P 2024-11-21 2025-11-10
20 SHS OF SUNCOR ENERGY INC NEW P 2025-02-10 2025-10-16
29 SHS OF SYNOPSYS INC P 2025-07-22 2025-10-27
8 SHS OF SYNOPSYS INC P 2025-07-30 2025-10-28
7 SHS OF SYNOPSYS INC P 2025-07-30 2025-10-27
3 SHS OF SYNOPSYS INC P 2025-07-22 2025-10-16
5 SHS OF TENET HEALTHCARE CORP P 2025-04-07 2025-06-20
10 SHS OF TENET HEALTHCARE CORP P 2025-02-10 2025-06-20
18 SHS OF TENET HEALTHCARE CORP P 2025-02-10 2025-06-18
6 SHS OF TENET HEALTHCARE CORP P 2023-12-11 2025-06-18
25 SHS OF TENET HEALTHCARE CORP P 2025-02-11 2025-06-20
18 SHS OF TENET HEALTHCARE CORP P 2023-12-11 2025-04-09
28 SHS OF TENET HEALTHCARE CORP P 2023-12-11 2025-03-20
36 SHS OF TENET HEALTHCARE CORP P 2023-12-11 2025-04-08
70 SHS OF TENET HEALTHCARE CORP P 2023-12-11 2025-03-21
13 SHS OF THERMO FISHER SCIENTIFIC P 2024-03-05 2025-02-10
7 SHS OF THERMO FISHER SCIENTIFIC P 2023-12-12 2025-01-08
18 SHS OF THERMO FISHER SCIENTIFIC P 2023-12-12 2025-02-10
1 SHS OF TKO GROUP HOLDINGS INC P 2021-08-06 2025-02-05
1 SHS OF TKO GROUP HOLDINGS INC P 2021-10-29 2025-12-19
5 SHS OF TKO GROUP HOLDINGS INC P 2021-08-09 2025-06-02
5 SHS OF TKO GROUP HOLDINGS INC P 2021-08-09 2025-10-16
8 SHS OF TKO GROUP HOLDINGS INC P 2021-08-09 2025-02-05
7 SHS OF TKO GROUP HOLDINGS INC P 2021-08-09 2025-12-19
86 SHS OF UBER TECHNOLOGIES INC P 2024-08-30 2025-01-08
8 SHS OF UBER TECHNOLOGIES INC P 2024-08-30 2025-03-10
115 SHS OF UBER TECHNOLOGIES INC P 2024-09-04 2025-03-10
1000 SHS OF UNION PACIFIC COR 3.95% 28 P 2024-10-16 2025-02-12
1000 SHS OF UNION PACIFIC COR 3.95% 28 P 2023-10-16 2025-02-12
8000 SHS OF UNION PACIFIC COR 3.95% 28 P 2022-10-18 2025-02-12
35 SHS OF UNION PACIFIC CORP P 2025-02-10 2025-03-20
20 SHS OF UNION PACIFIC CORP P 2025-02-11 2025-03-20
2000 SHS OF UNITEDHEALTH GROU 5.15% 34 P 2024-10-08 2025-04-08
2000 SHS OF UNITEDHEALTH GROU 5.15% 34 P 2024-10-08 2025-02-26
9 SHS OF UNITEDHEALTH GROUP INC P 2020-11-03 2025-05-14
7 SHS OF UNITEDHEALTH GROUP INC P 2020-08-11 2025-05-14
7 SHS OF UNITEDHEALTH GROUP INC P 2020-04-16 2025-05-14
4 SHS OF UNITEDHEALTH GROUP INC P 2020-04-09 2025-05-14
3000 SHS OF US TSY 1.125% MAY 15 2040 P 2023-05-18 2025-04-08
10000 SHS OF US TSY 1.250% AUG 15 2031 P 2021-10-27 2025-07-30
2000 SHS OF US TSY 1.250% AUG 15 2031 P 2021-10-27 2025-04-08
1000 SHS OF US TSY 1.250% AUG 15 2031 P 2025-01-23 2025-07-30
2000 SHS OF US TSY 1.250% AUG 15 2031 P 2023-10-16 2025-07-30
11000 SHS OF US TSY 1.625% NOV 15 2050 P 2022-10-18 2025-03-27
1000 SHS OF US TSY 1.625% NOV 15 2050 P 2024-10-16 2025-03-27
1000 SHS OF US TSY 1.625% NOV 15 2050 P 2023-10-16 2025-03-27
2000 SHS OF US TSY 2.250% AUG 15 2049 P 2022-10-18 2025-04-08
1000 SHS OF US TSY 2.250% FEB 15 2027 P 2022-10-18 2025-02-05
2000 SHS OF US TSY 2.250% FEB 15 2027 P 2022-10-18 2025-04-08
12000 SHS OF US TSY 2.250% FEB 15 2027 P 2022-10-18 2025-12-16
12000 SHS OF US TSY 2.250% FEB 15 2052 P 2022-10-18 2025-03-27
1000 SHS OF US TSY 2.250% FEB 15 2052 P 2024-10-16 2025-03-27
1000 SHS OF US TSY 2.250% FEB 15 2052 P 2023-10-16 2025-03-27
2000 SHS OF US TSY 2.375% MAY 15 2029 P 2022-10-18 2025-04-08
11000 SHS OF US TSY 2.750% APR 30 2027 P 2022-05-27 2025-08-28
2000 SHS OF US TSY 2.750% APR 30 2027 P 2022-05-27 2025-04-08
2000 SHS OF US TSY 2.750% APR 30 2027 P 2022-06-16 2025-10-29
1000 SHS OF US TSY 2.750% APR 30 2027 P 2022-05-27 2025-10-29
1000 SHS OF US TSY 2.750% APR 30 2027 P 2022-05-27 2025-10-29
2000 SHS OF US TSY 2.750% APR 30 2027 P 2025-10-17 2025-10-29
1000 SHS OF US TSY 2.750% APR 30 2027 P 2024-10-16 2025-10-29
1000 SHS OF US TSY 2.750% APR 30 2027 P 2023-10-16 2025-10-29
12000 SHS OF US TSY 2.750% APR 30 2027 P 2024-10-30 2025-10-29
10000 SHS OF US TSY 2.875% MAY 15 2032 P 2023-01-27 2025-09-24
1000 SHS OF US TSY 2.875% MAY 15 2032 P 2024-10-16 2025-09-24
2000 SHS OF US TSY 2.875% MAY 15 2032 P 2023-10-16 2025-09-24
3000 SHS OF US TSY 3.125% AUG 15 2044 P 2022-10-18 2025-04-08
3000 SHS OF US TSY 3.125% FEB 15 2042 P 2013-06-11 2025-04-08
1000 SHS OF US TSY 3.125% NOV 15 2028 P 2023-09-07 2025-02-05
4000 SHS OF US TSY 3.125% NOV 15 2028 P 2023-09-07 2025-04-08
1000 SHS OF US TSY 4.000% JAN 31 2029 P 2024-02-28 2025-04-15
10000 SHS OF US TSY 4.000% JAN 31 2029 P 2024-02-28 2025-06-10
1000 SHS OF US TSY 4.375% JUL 15 2027 P 2024-08-06 2025-04-15
1000 SHS OF US TSY 4.375% NOV 30 2028 P 2024-10-16 2025-06-10
9000 SHS OF US TSY 4.375% NOV 30 2028 P 2024-02-09 2025-06-10
2000 SHS OF US TSY 4.500% DEC 31 2031 P 2025-02-27 2025-04-08
12000 SHS OF US TSY 4.500% NOV 15 2033 P 2024-05-29 2025-02-12
15000 SHS OF US TSY 4.625% SEP 15 2026 P 2024-08-27 2025-04-25
1000 SHS OF US TSY 4.625% SEP 15 2026 P 2024-08-27 2025-04-08
1000 SHS OF US TSY 4.625% SEP 15 2026 P 2024-10-16 2025-04-25
1000 SHS OF US TSY 4.625% SEP 15 2026 P 2025-01-23 2025-04-25
1000 SHS OF US TSY 4.625% SEP 15 2026 P 2023-11-09 2025-02-05
1000 SHS OF US TSY 4.625% SEP 15 2026 P 2023-11-09 2025-04-08
7000 SHS OF US TSY 4.625% SEP 15 2026 P 2023-11-09 2025-03-27
25000 SHS OF US TSY PRN STRP 0%FEB15 31 P 2022-10-18 2025-02-27
2000 SHS OF US TSY PRN STRP 0%FEB15 31 P 2024-10-16 2025-02-27
1000 SHS OF US TSY PRN STRP 0%FEB15 31 P 2022-10-18 2025-02-27
2000 SHS OF US TSY PRN STRP 0%FEB15 31 P 2023-10-16 2025-02-27
3000 SHS OF VERIZON COMMUN 2.10% 2028 P 2022-10-18 2025-04-08
3 SHS OF VISA INC CL A SHRS P 2024-12-20 2025-12-19
5 SHS OF VISA INC CL A SHRS P 2024-12-18 2025-02-05
7 SHS OF VISA INC CL A SHRS P 2024-12-19 2025-10-16
4 SHS OF VISA INC CL A SHRS P 2024-12-19 2025-06-02
5 SHS OF VISA INC CL A SHRS P 2024-12-18 2025-06-02
10 SHS OF VISA INC CL A SHRS P 2024-12-19 2025-12-19
9 SHS OF WABTEC P 2024-08-16 2025-03-10
27 SHS OF WABTEC P 2024-07-23 2025-03-10
15 SHS OF WABTEC P 2024-08-16 2025-03-11
10 SHS OF WABTEC P 2024-04-10 2025-03-10
12 SHS OF WABTEC P 2024-02-12 2025-02-27
17 SHS OF WABTEC P 2024-04-10 2025-02-27
13 SHS OF WABTEC P 2024-02-09 2025-02-26
18 SHS OF WABTEC P 2024-02-12 2025-02-26
9 SHS OF WELLS FARGO & CO P 2025-01-08 2025-06-02
12 SHS OF WELLS FARGO & CO P 2025-01-08 2025-02-05
15 SHS OF WELLS FARGO & CO P 2025-01-08 2025-10-16
18 SHS OF WELLS FARGO & CO P 2025-01-08 2025-12-19
1000 SHS OF WELLS FARGO & COMPANY P 2022-10-18 2025-02-26
6 SHS OF WESCO INTERNATIONAL INC P 2025-10-28 2025-12-19
12 SHS OF WSTN DIGITAL CORP DEL P 2025-01-08 2025-06-02
15 SHS OF WSTN DIGITAL CORP DEL P 2025-01-08 2025-12-02
13 SHS OF WSTN DIGITAL CORP DEL P 2025-01-08 2025-12-19
22 SHS OF WSTN DIGITAL CORP DEL P 2025-01-08 2025-10-16
24 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-04-16
6 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-04-15
1 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-04-16
2 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-02-05
8 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-01-27
11 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-01-28
15 SHS OF ZEBRA TECHNOLOGIES CRP A P 2023-12-11 2025-02-10
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,517   2,938 -421
b 1,059   1,185 -126
c 3,944   3,873 71
d 3,932   3,831 101
e 907   506 401
18,300   16,158 2,142
758   787 -29
506   528 -22
2,223   2,098 125
997   787 210
1,959   805 1,154
1,795   299 1,496
2,771   738 2,033
3,968   872 3,096
9,794   2,260 7,534
3,782   1,508 2,274
5,106   1,807 3,299
1,334   516 818
4,753   1,979 2,774
4,953   1,979 2,974
4,787   1,807 2,980
857   966 -109
893   863 30
1,978   585 1,393
2,441   658 1,783
3,424   1,243 2,181
4,596   1,462 3,134
16,270   5,192 11,078
600   318 282
600   307 293
600   249 351
2,781   2,150 631
4,418   3,686 732
3,692   2,765 927
2,876   1,229 1,647
4,751   2,458 2,293
4,305   1,491 2,814
10,608   4,608 6,000
3,769   4,789 -1,020
1,732   2,615 -883
3,871   4,717 -846
1,222   1,460 -238
713   857 -144
204   258 -54
902   353 549
940   353 587
979   353 626
1,004   353 651
6,767   3,008 3,759
6,621   2,296 4,325
9,474   3,817 5,657
7,441   8,487 -1,046
9,674   10,630 -956
4,744   5,391 -647
1,949   2,220 -271
13,644   13,905 -261
1,953   2,143 -190
2,932   3,061 -129
650   665 -15
464   459 5
1,353   1,327 26
1,159   1,123 36
1,928   1,957 -29
155   183 -28
1,082   550 532
2,781   2,200 581
2,164   1,066 1,098
4,223   3,116 1,107
2,345   1,204 1,141
3,522   1,777 1,745
4,575   2,133 2,442
9,912   4,473 5,439
10,305   4,798 5,507
1,909   1,913 -4
222   188 34
504   314 190
7,780   4,817 2,963
624   409 215
1,646   1,335 311
932   616 316
2,808   1,850 958
4,037   2,673 1,364
3,425   1,740 1,685
4,752   2,354 2,398
641   553 88
454   462 -8
112   104 8
384   365 19
639   618 21
667   631 36
848   786 62
169   81 88
221   48 173
390   96 294
437   122 315
642   283 359
1,281   342 939
1,366   391 975
2,110   986 1,124
1,920   454 1,466
2,047   578 1,469
2,047   570 1,477
3,083   1,534 1,549
2,125   545 1,580
2,318   592 1,726
2,413   684 1,729
3,551   1,684 1,867
3,141   880 2,261
3,110   838 2,272
3,394   1,017 2,377
4,288   1,090 3,198
5,158   1,524 3,634
5,753   1,245 4,508
87   61 26
512   366 146
1,131   704 427
2,987   2,509 478
4,466   3,349 1,117
4,239   3,034 1,205
4,523   3,211 1,312
5,309   3,606 1,703
1,488   1,858 -370
1,315   1,651 -336
4,601   4,756 -155
7,538   7,402 136
3,967   4,122 -155
194   210 -16
290   258 32
92   35 57
915   508 407
1,190   676 514
1,373   771 602
2,746   1,774 972
3,871   2,366 1,505
126   64 62
1,434   666 768
2,079   893 1,186
4,662   3,206 1,456
3,055   1,558 1,497
7,056   3,588 3,468
5,197   5,884 -687
5,889   6,286 -397
2,521   2,840 -319
87   101 -14
1,884   1,834 50
171   142 29
856   722 134
856   691 165
1,708   1,519 189
1,195   997 198
4,193   3,737 456
2,910   2,421 489
4,951   4,139 812
5,989   4,830 1,159
1,368   1,777 -409
680   916 -236
711   878 -167
496   655 -159
400   543 -143
448   580 -132
376   506 -130
432   562 -130
334   427 -93
1,384   1,375 9
814   804 10
1,031   994 37
973   931 42
2,588   3,309 -721
4,588   5,051 -463
1,059   1,153 -94
823   909 -86
862   769 93
7,757   7,502 255
1,893   2,033 -140
699   615 84
699   532 167
1,033   798 235
1,482   1,545 -63
1,546   1,545 1
1,553   1,545 8
821   772 49
1,664   1,545 119
1,064   772 292
1,064   759 305
1,931   1,975 -44
3,053   3,674 -621
2,328   2,600 -272
2,587   2,789 -202
990   974 16
229   164 65
286   212 74
401   300 101
311   172 139
623   470 153
682   395 287
679   384 295
1,245   944 301
1,154   820 334
1,375   1,000 375
914   534 380
1,178   653 525
1,486   832 654
1,557   835 722
2,352   1,365 987
3,969   2,266 1,703
2,064   1,941 123
2,523   2,351 172
4,817   4,019 798
998   1,009 -11
659   549 110
1,692   1,557 135
1,729   1,421 308
1,334   1,470 -136
429   441 -12
9,556   9,799 -243
3,982   4,140 -158
1,195   1,333 -138
4,986   5,110 -124
2,165   2,277 -112
197   197 0
434   426 8
1,951   1,937 14
5,401   5,357 44
885   824 61
763   660 103
344   220 124
1,341   758 583
1,911   1,140 771
2,756   1,760 996
2,490   1,482 1,008
2,617   1,482 1,135
2,873   1,648 1,225
5,063   3,077 1,986
922   1,720 -798
795   1,439 -644
795   1,290 -495
785   1,279 -494
265   478 -213
1,280   854 426
1,702   1,175 527
1,931   1,282 649
2,875   1,709 1,166
10,512   11,662 -1,150
4,672   5,328 -656
1,298   1,529 -231
1,168   1,369 -201
2,336   2,517 -181
501   398 103
2,146   2,011 135
1,303   1,046 257
1,227   786 441
2,507   1,829 678
2,086   1,356 730
2,383   1,595 788
3,191   2,067 1,124
1,964   1,899 65
2,935   2,828 107
809   409 400
950   409 541
19,638   18,922 716
1,519   682 837
2,178   1,060 1,118
3,629   2,052 1,577
2,420   561 1,859
13,308   7,506 5,802
5,992   8,262 -2,270
1,605   2,124 -519
214   318 -104
1,331   1,333 -2
4,289   4,279 10
1,062   1,037 25
887   852 35
4,880   4,793 87
5,715   7,509 -1,794
3,127   3,834 -707
3,083   3,671 -588
2,696   3,275 -579
2,157   2,622 -465
863   1,074 -211
766   918 -152
6,789   8,524 -1,735
3,450   4,239 -789
3,692   4,244 -552
1,379   1,856 -477
424   874 -450
2,148   2,499 -351
657   893 -236
1,043   1,111 -68
219   286 -67
1,384   799 585
2,191   1,018 1,173
7,799   3,591 4,208
1,425   223 1,202
3,522   558 2,964
4,001   670 3,331
7,383   1,228 6,155
2,467   1,882 585
1,209   625 584
2,794   2,040 754
2,060   979 1,081
1,814   663 1,151
5,887   4,443 1,444
3,644   1,695 1,949
3,931   1,562 2,369
4,039   1,474 2,565
4,944   2,082 2,862
422   70 352
1,024   173 851
1,456   259 1,197
2,912   948 1,964
4,893   863 4,030
5,355   915 4,440
5,633   775 4,858
6,195   1,122 5,073
5,999   915 5,084
3,065   2,679 386
264   87 177
704   253 451
1,859   697 1,162
5,239   3,567 1,672
2,873   1,019 1,854
3,081   1,754 1,327
4,701   1,824 2,877
6,052   3,087 2,965
6,646   2,596 4,050
2,099   2,076 23
1,634   1,341 293
6,549   5,679 870
6,331   5,206 1,125
1,788   1,874 -86
4,449   6,843 -2,394
3,337   4,890 -1,553
1,668   2,494 -826
3,225   4,048 -823
2,224   2,856 -632
667   972 -305
642   419 223
372   444 -72
202   121 81
373   242 131
558   369 189
807   464 343
1,374   849 525
1,489   927 562
1,141   579 562
3,546   2,340 1,206
3,429   1,926 1,503
4,280   2,715 1,565
714   664 50
369   209 160
624   375 249
2,710   1,674 1,036
3,511   1,779 1,732
3,754   1,983 1,771
4,933   2,770 2,163
5,188   2,703 2,485
7,934   8,757 -823
4,872   5,360 -488
696   798 -102
278   296 -18
2,188   1,749 439
2,881   2,025 856
5,972   4,142 1,830
7,485   5,585 1,900
4,907   5,205 -298
4,417   4,712 -295
1,536   1,658 -122
946   1,047 -101
946   1,005 -59
1,536   1,565 -29
1,020   1,041 -21
1,020   986 34
32   30 2
2,191   1,885 306
2,303   1,863 440
469   459 10
584   522 62
2,304   2,231 73
754   665 89
855   760 95
1,814   1,614 200
6,736   6,504 232
7,458   6,789 669
7,905   6,314 1,591
267   251 16
666   622 44
809   754 55
802   747 55
574   502 72
6,811   6,410 401
3,371   2,962 409
4,948   4,336 612
2,482   3,116 -634
5,666   6,267 -601
110   132 -22
209   149 60
2,369   2,069 300
1,518   1,051 467
3,726   2,684 1,042
250   183 67
251   180 71
999   854 145
1,027   804 223
899   649 250
1,595   1,269 326
1,941   1,591 350
1,236   883 353
1,807   1,370 437
1,998   1,462 536
4,645   4,004 641
3,284   2,628 656
3,872   2,818 1,054
10,601   9,278 1,323
7,370   5,256 2,114
2,913   3,183 -270
1,327   1,273 54
2,680   2,546 134
4,898   4,456 442
5,007   4,456 551
635   584 51
594   511 83
616   531 85
1,270   1,176 94
982   882 100
1,281   1,169 112
1,271   1,139 132
1,144   1,002 142
1,762   1,606 156
1,865   1,670 195
2,629   2,322 307
777   791 -14
13,497   17,403 -3,906
3,610   5,162 -1,552
3,258   4,517 -1,259
1,324   1,800 -476
837   599 238
1,673   1,393 280
3,034   2,508 526
1,011   427 584
4,183   3,464 719
2,158   1,282 876
3,554   1,994 1,560
4,358   2,564 1,794
8,591   4,985 3,606
7,144   7,594 -450
3,786   3,472 314
9,891   8,927 964
159   50 109
215   61 154
795   250 545
948   250 698
1,271   400 871
1,502   350 1,152
5,616   6,268 -652
587   583 4
8,443   8,298 145
972   991 -19
972   956 16
7,778   7,701 77
8,213   8,524 -311
4,693   4,920 -227
1,997   2,059 -62
2,015   2,059 -44
2,787   2,904 -117
2,167   2,234 -67
2,167   2,044 123
1,239   1,057 182
1,859   1,948 -89
8,512   9,708 -1,196
1,689   1,942 -253
851   827 24
1,702   1,640 62
5,825   6,482 -657
530   571 -41
530   520 10
1,260   1,397 -137
963   960 3
1,946   1,926 20
11,828   11,719 109
7,369   8,289 -920
614   662 -48
614   606 8
1,889   1,863 26
10,831   11,007 -176
1,961   2,002 -41
1,977   2,003 -26
989   1,001 -12
989   997 -8
1,977   1,978 -1
989   984 5
989   970 19
11,863   11,767 96
9,417   9,501 -84
942   938 4
1,883   1,790 93
2,369   2,479 -110
2,453   2,885 -432
962   955 7
3,906   3,828 78
1,003   990 13
9,991   9,901 90
1,012   1,011 1
1,012   1,017 -5
9,104   9,065 39
2,052   2,034 18
11,902   11,881 21
15,148   15,149 -1
1,011   1,010 1
1,010   1,009 1
1,010   1,004 6
1,007   996 11
1,011   996 15
7,058   6,969 89
19,561   19,719 -158
1,565   1,598 -33
782   780 2
1,565   1,520 45
2,795   2,723 72
1,042   941 101
1,736   1,587 149
2,360   2,204 156
1,458   1,260 198
1,822   1,587 235
3,472   3,149 323
1,583   1,431 152
4,748   4,558 190
2,629   2,385 244
1,759   1,473 286
2,192   1,647 545
3,105   2,504 601
2,389   1,776 613
3,308   2,470 838
672   644 28
959   858 101
1,279   1,073 206
1,664   1,287 377
951   908 43
1,472   1,330 142
626   589 37
2,409   736 1,673
2,353   638 1,715
2,817   1,079 1,738
5,389   5,708 -319
1,371   1,427 -56
225   235 -10
774   476 298
3,193   1,903 1,290
4,393   2,616 1,777
5,381   3,568 1,813
270     270
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       -421
b       -126
c       71
d       101
e       401
      2,142
      -29
      -22
      125
      210
      1,154
      1,496
      2,033
      3,096
      7,534
      2,274
      3,299
      818
      2,774
      2,974
      2,980
      -109
      30
      1,393
      1,783
      2,181
      3,134
      11,078
      282
      293
      351
      631
      732
      927
      1,647
      2,293
      2,814
      6,000
      -1,020
      -883
      -846
      -238
      -144
      -54
      549
      587
      626
      651
      3,759
      4,325
      5,657
      -1,046
      -956
      -647
      -271
      -261
      -190
      -129
      -15
      5
      26
      36
      -29
      -28
      532
      581
      1,098
      1,107
      1,141
      1,745
      2,442
      5,439
      5,507
      -4
      34
      190
      2,963
      215
      311
      316
      958
      1,364
      1,685
      2,398
      88
      -8
      8
      19
      21
      36
      62
      88
      173
      294
      315
      359
      939
      975
      1,124
      1,466
      1,469
      1,477
      1,549
      1,580
      1,726
      1,729
      1,867
      2,261
      2,272
      2,377
      3,198
      3,634
      4,508
      26
      146
      427
      478
      1,117
      1,205
      1,312
      1,703
      -370
      -336
      -155
      136
      -155
      -16
      32
      57
      407
      514
      602
      972
      1,505
      62
      768
      1,186
      1,456
      1,497
      3,468
      -687
      -397
      -319
      -14
      50
      29
      134
      165
      189
      198
      456
      489
      812
      1,159
      -409
      -236
      -167
      -159
      -143
      -132
      -130
      -130
      -93
      9
      10
      37
      42
      -721
      -463
      -94
      -86
      93
      255
      -140
      84
      167
      235
      -63
      1
      8
      49
      119
      292
      305
      -44
      -621
      -272
      -202
      16
      65
      74
      101
      139
      153
      287
      295
      301
      334
      375
      380
      525
      654
      722
      987
      1,703
      123
      172
      798
      -11
      110
      135
      308
      -136
      -12
      -243
      -158
      -138
      -124
      -112
      0
      8
      14
      44
      61
      103
      124
      583
      771
      996
      1,008
      1,135
      1,225
      1,986
      -798
      -644
      -495
      -494
      -213
      426
      527
      649
      1,166
      -1,150
      -656
      -231
      -201
      -181
      103
      135
      257
      441
      678
      730
      788
      1,124
      65
      107
      400
      541
      716
      837
      1,118
      1,577
      1,859
      5,802
      -2,270
      -519
      -104
      -2
      10
      25
      35
      87
      -1,794
      -707
      -588
      -579
      -465
      -211
      -152
      -1,735
      -789
      -552
      -477
      -450
      -351
      -236
      -68
      -67
      585
      1,173
      4,208
      1,202
      2,964
      3,331
      6,155
      585
      584
      754
      1,081
      1,151
      1,444
      1,949
      2,369
      2,565
      2,862
      352
      851
      1,197
      1,964
      4,030
      4,440
      4,858
      5,073
      5,084
      386
      177
      451
      1,162
      1,672
      1,854
      1,327
      2,877
      2,965
      4,050
      23
      293
      870
      1,125
      -86
      -2,394
      -1,553
      -826
      -823
      -632
      -305
      223
      -72
      81
      131
      189
      343
      525
      562
      562
      1,206
      1,503
      1,565
      50
      160
      249
      1,036
      1,732
      1,771
      2,163
      2,485
      -823
      -488
      -102
      -18
      439
      856
      1,830
      1,900
      -298
      -295
      -122
      -101
      -59
      -29
      -21
      34
      2
      306
      440
      10
      62
      73
      89
      95
      200
      232
      669
      1,591
      16
      44
      55
      55
      72
      401
      409
      612
      -634
      -601
      -22
      60
      300
      467
      1,042
      67
      71
      145
      223
      250
      326
      350
      353
      437
      536
      641
      656
      1,054
      1,323
      2,114
      -270
      54
      134
      442
      551
      51
      83
      85
      94
      100
      112
      132
      142
      156
      195
      307
      -14
      -3,906
      -1,552
      -1,259
      -476
      238
      280
      526
      584
      719
      876
      1,560
      1,794
      3,606
      -450
      314
      964
      109
      154
      545
      698
      871
      1,152
      -652
      4
      145
      -19
      16
      77
      -311
      -227
      -62
      -44
      -117
      -67
      123
      182
      -89
      -1,196
      -253
      24
      62
      -657
      -41
      10
      -137
      3
      20
      109
      -920
      -48
      8
      26
      -176
      -41
      -26
      -12
      -8
      -1
      5
      19
      96
      -84
      4
      93
      -110
      -432
      7
      78
      13
      90
      1
      -5
      39
      18
      21
      -1
      1
      1
      6
      11
      15
      89
      -158
      -33
      2
      45
      72
      101
      149
      156
      198
      235
      323
      152
      190
      244
      286
      545
      601
      613
      838
      28
      101
      206
      377
      43
      142
      37
      1,673
      1,715
      1,738
      -319
      -56
      -10
      298
      1,290
      1,777
      1,813
      270
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 2 310,295
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 4,716
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 4,716
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 4,716
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 242
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 4,958
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 tax   Refunded 11  
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofDARIN PETERSEN Telephone no. (510) 717-1076

Located at4835 CONGRESS AVENUEOAKLANDCA ZIP+494601
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
MICHAEL C TOY PRESIDENT/DIRECTOR
1.00
0 0 0
753 SUNSHINE STREET
LOS ALTOS,CA94024
LINDA WTOY V.P./TREASURER/DIRECTOR
1.00
0 0 0
753 SUNSHINE STREET
LOS ALTOS,CA94024
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,127,646
b
Average of monthly cash balances.......................
1b
49,279
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,176,925
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,176,925
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,654
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,144,271
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
107,214
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
107,214
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,716
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,716
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
102,498
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
102,498
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
102,498
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
244,000
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
244,000
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 7 102,498
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......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 244,000
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..... 102,498
e Remaining amount distributed out of corpus 141,502
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 5 141,502
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 ......
141,502
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 141,502
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).)
MICHAEL C TOY
LINDA WTOY
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

WELLSPRING

845 OAK GROVE AVENUE
MENLO PARK,CA94026
NONE   PROGRAM SUPPORT 10,000

AFRICAN ROAD

13500 SW 72ND AVENUE
TIGARD,OR97223
NONE   PROGRAM SUPPORT 10,000

REIMAGINE

3166 25TH STE 3166A
SAN FRANCISCO,CA94110
NONE   PROGRAM SUPPORT 12,500

RELATIONAL TITHE INC DBA COMMON CHANGE

484 LAKE PARK AVE 665
OAKLAND,CA94601
NONE   PROGRAM SUPPORT 170,000

GREATER THINGS

6301 PEACEDALE AVENUE
EDINA,MN55424
NONE   PROGRAM SUPPORT 25,000

SUSTAINABLE FAITH

1756 LINCOLN AVENUE
NORWOOD,OR45212
NONE   PROGRAM SUPPORT 12,500

THE TOWER FOUNDATION OF SJSU

ONE WASHINGTON SQUARE CLARK HALL
300
SAN JOSE,CA95192
NONE   PROGRAM SUPPORT 4,000
Total ................................. 3a 244,000
bApproved for future payment
Total ................................. 3b 0
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 ...........
    14 20,559  
4 Dividends and interest from securities ....     14 14,202  
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 .....     14 8  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 310,295  
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) .. 0 345,064 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
345,064
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpStockSchedule
Name:
THE RIGHT HAND FOUNDATION
EIN:
77-0499977
Name of Stock End of Year Book Value End of Year Fair Market Value
MERRILL LYNCH - CORP BONDS 232,645 241,568

TY 2025 InvestmentsGovtObligationsSch
Name:
THE RIGHT HAND FOUNDATION
EIN:
77-0499977
US Government Securities - End of Year Book Value:

1,090,053
US Government Securities - End of Year Fair Market Value:

1,682,777
State & Local Government Securities - End of Year Book Value:


332,883
State & Local Government Securities - End of Year Fair Market Value:


329,893


TY 2025 OtherExpensesSchedule
Name:
THE RIGHT HAND FOUNDATION
EIN:
77-0499977
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 5,306 0   0
FOREIGN TAX 139 139   0


TY 2025 OtherIncomeSchedule2
Name:
THE RIGHT HAND FOUNDATION
EIN:
77-0499977
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISC INCOME 8 8 8


TY 2025 OtherProfessionalFeesSchedule
Name:
THE RIGHT HAND FOUNDATION
EIN:
77-0499977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE FEES 26,873 0   0
INVESTMENT MANAGER FEES 5,638 5,638   0