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
Sawyer & Jean Marglous Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) 4055 Mercantile Dr Unit 561
  Room/suite
City or town
Lake Oswego
State or province
OR
Country  
ZIP or foreign postal code
97035
A Employer identification number

43-6771713
B Telephone number (see instructions)

3147492446
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)$2,337,997J 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 377 377 377
4 Dividends and interest from securities... 45,369 45,369 45,369
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,126
b Gross sales price for all assets on line 6a 219,230
7 Capital gain net income (from Part IV, line 2)... 37,126
8 Net short-term capital gain......... 95
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)....... Click to see attachment
List of Attached Documents:
// Content
4,478    
12 Total. Add lines 1 through 11........ 87,350 82,872 45,841
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,830      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,812      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,288      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
195      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,125 0   0
25 Contributions, gifts, grants paid....... 85,167 85,167
26 Total expenses and disbursements. Add lines 24 and 25 ................ 102,292 0   85,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,942
b Net investment income (if negative, enter -0-) 82,872
c Adjusted net income (if negative, enter -0-)... 45,841
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............. 29,247 28,603 28,603
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)      
b Investments—corporate stock (attach schedule)....... 1,012,651 Click to see attachment
List of Attached Documents:
// Content
998,353 		2,309,394
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) 1,041,898 1,026,956 2,337,997
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,041,898 1,026,956
29 Total net assets or fund balances (see instructions)..... 1,041,898 1,026,956
30 Total liabilities and net assets/fund balances (see instructions). 1,041,898 1,026,956
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
1,041,898
2
Enter amount from Part I, line 27a .....................
2
-14,942
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,026,956
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,026,956
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 Wells Fargo Clearing Services LLC - ST P 2025-01-01 2025-11-30
b Wells Fargo Clearing Services LLC - LT P 2010-01-01 2025-11-30
c Fidelity LT P 2010-01-01 2025-11-30
d
e
(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 33,112   33,017 95
b 186,046   149,042 37,004
c 72   45 27
d
e
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       95
b       37,004
c       27
d
e
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 37,126
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 95
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,152
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  
3 Add lines 1 and 2........................... 3 1,152
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,152
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,240
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,240
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 7
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 81
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 81
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)
MO
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 ofJean Marglous Telephone no. (314) 749-2446

Located at4055 Mercantile Dr Unit 561Lake OswegoOR ZIP+497035
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Jean Marglous Trustee
1.00 		0    
4055 Mercantile Dr Unit 561
Lake Oswego,OR97035
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...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
2,337,997
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,337,997
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
 
3
Subtract line 2 from line 1d.........................
3
2,337,997
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,070
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,302,927
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
115,146
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
115,146
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,152
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,152
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,994
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
113,994
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
113,994
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
85,167
b
Program-related investments—total from Part VIII-B..................
1b
 
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
85,167
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 7 113,994
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 83,897
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 85,167
a Applied to 2024, but not more than line 2a 83,897
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,270
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		112,724
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
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 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

OMSI

1945 SE Water Ave
Portland,OR97214 		None   Annual Gift 1,000

Heifer International

PO Box 8058
Little Rock,AR72202 		None   Annual Gift 5,000

Oregon Zoo Foundation

4001 SW Canyon Rd
Portland,OR97221 		None   Annual Gift 600

Portland Art Museum

1219 SE Park Ave
Portland,OR97205 		None   Annual Gift 3,000

Mult Athletic Foundation

1849 SW Salmon St
Portland,OR97205 		None   Annual Gift 3,000

Flance Early Lrn Center

1908 O Fallon St
Saint Louis,MO63106 		None   Annual Gift 11,952

Friends of the Public Library

PO Box 100
Lake Oswego,OR97034 		None   Annual Gift 2,500

Our Lady of the Lake

650 A Avenue
Lake Oswego,OR97034 		None   Annual Gift 10,900

Meals on Wheels

505 G Ave
Lake Oswego,OR97034 		    Annual Gift 2,000

St Judes

PO Box 50
Memphis,TN38101 		    Annual Gift 15,000

Habitat for Humanity

1478 NE Killingsworth St
Portland,OR97211 		    Annual Gift 2,500

AARP

PO Box 93207
Long Beach,CA90809 		None   Annual Gift 20

Lakewood Center for the Arts

368 State Street
Lake Oswego,OR97034 		None   Annual Gift 100

Alzheimers Assoc

5285 Meadows Rd Ste 451
Lake Oswego,OR97035 		None   Annual Gift 3,200
Classic Wine Fnd


PO Box 4285
Portland,OR97208 		None   Annual Gift 3,500
Jesuit School of Portland


9000 SW Beaverton Hillsdale Hwy
Portland,OR97225 		None   Annual Gift 2,000
Lake Oswego School Foundation


PO Box 70
Lake Oswego,OR97034 		None   Annual Gift 1,250
Lake Oswego Womens Colation


State Street
Lake Oswego,OR97034 		None   Annual Gift 20
Legacy Health Fund


PO Box 4484
Portland,OR97208 		None   Annual Gift 500
Michelle's Love


PO Box 544
Scapoose,OR97056 		None   Annual Gift 2,000
National Charity League


PO Box 60272
Irving,CA92602 		    Annual Gift 385
Satement Cancer Center


7425 Forsyth Blvd
St Louis,MO63105 		None   Annual Gift 5,000
Seattle Aquarium


1483 Alaskan Way Pier 59
Seattle,WA98101 		None   Annual Gift 300
Shedd Aquarium Society


29017 Netwood Place
Chicago,IL60673 		None   Annual Gift 400
Village Baskets Lochamber Foundatio


PO Box 368
Lake Oswego,OR97034 		None   Annual Gift 1,000
Lakewood Assoc


368 S State St
Lake Oswego,OR97034 		None   Annual Gift 40
MO Appleseed


100 N Tucker Blvd RM840
St Louis,MO63101 		None   Annual Gift 8,000
Total ................................. 3a 85,167
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 ........... 		    14 377  
4 Dividends and interest from securities ....     14 45,369  
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 .....       4,478  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        37,126
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) ..   50,224 37,126
13Total. Add line 12, columns (b), (d), and (e)..................
13
87,350
(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: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
Sawyer & Jean Marglous Foundation
EIN:
43-6771713
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Troy Reichlein CPA LLC 4,830 0 0 0

TY 2025 InvestmentsCorpStockSchedule
Name:
Sawyer & Jean Marglous Foundation
EIN:
43-6771713
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Fidelity Worldwide 22,423 30,867
Barings Corporate INVS COM 65,685 88,463
Berkshire Hathaway Inc Com 36,539 273,944
Brookfield Corporation Class A 2,586 6,241
CVS Health Corporation Com 40,519 39,839
Chevron Corp New Com 6,143 8,230
CISCO Systems Inc 12,000 38,515
Constellation Energy Corp 2,478 25,082
Corteva Inc Com 3,134 9,451
Dominion Energy Inc Com 11,608 23,436
DOW Inc Com 5,948 3,297
Dupont De Nemours Inc Com 3,603 5,668
Edgewell PERS Care Co Com   8,559
Energizer HLDGS Inc New Com   9,985
Exelon Corp Com NPV 6,066 9,372
General Mills Inc Com USD 6,457 8,138
Intel Corp Com USD 2,518 3,506
JP Morgan Chase & Co Com 3,909 33,833
Johnson & Johnson 27,768 99,336
Kimberly Clark Corp Com 2,546 3,027
Marsh & McLennan Companies Inc. 8,130 37,104
Microsoft Corp 11,810 154,758
Paychex Inc Com 25,273 84,135
Solventum Corp Com SHS 3,423 5,943
3M Co 18,627 48,030
Walmart Inc. 39,144 150,404
Wells Fargo Co New Com 27,897 71,298
Welltower Inc Com 24,004 185,610
Tronox Holdings PLC Com    
AAON Inc. 809 915
Abbott Laboratories 5,848 10,524
Accenture PLC Ireland Shares Class A 10,068 11,537
Affiliated Managers Group    
Aflac Inc 3,754 8,381
Agree Realty Corp REIT 1,172 1,297
Air Products & Chemicals Inc    
Albany International Corp New Class A    
Allison Transmission Holdings Inc. 982 2,252
Altair Engineering Inc CL A    
Amer Software Inc CL A    
American FINL Group Inc 693 1,367
American Tower Corp REIT 4,990 3,687
Americold Realty Trust Inc    
Amerisafe Inc    
AMGEN Inc 7,120 11,456
Analog Devices Inc 6,645 16,543
Apple Inc 18,152 43,769
ASE Technology Holding Co LTD 1,880 3,204
Atricure Inc 1,144 1,147
Automatic Data Processing 5,788 10,804
Avantor Inc 3,374 2,143
BAE Systems Place 741 2,786
Baker Hughes A GE Co 653 1,412
BCE Inc    
Beacon Roofing Supply Inc    
Becton Dickinson & Co    
Berry Global Group Inc    
BHP Billiton LTD SPON ADR    
Bio-Techne Corp 1,601 1,470
BJs Wholesale Club Holdings Inc. 1,296 1,711
Blackline Inc. 1,051 995
Blackrock Inc. 5,583 10,703
BNP Paribas ADR 894 995
BOK FINL Copr New 666 1,303
Bright Horizons Family Solutions Inc DEL 611 811
British Amern TOB PLC SPON ADR 2,751 3,567
Cable One Inc.    
Camden Property Trust REIT SBI 2,339 2,202
Caretrust REIT Inc. 1,504 2,350
Catalent Inc.    
ChampionX Corp    
Charles River Laboratories    
Chevron Corporation 8,695 8,687
CHUBB Ltd 4,601 9,051
CISCO Systems Inc. 6,269 11,863
CMS Energy Corp 5,372 5,315
Coca-Cola FEMSA SAB DE CV 1,271 1,894
Cognizant Technology Solutions Corp CL A 1,523 1,909
Cohen & Steers Inc. 1,089 1,067
Colgate-Palmolive Co.    
Columbia Banking System Inc.    
Comcast Corp New CL A CMCSA    
Compagnie DE St GOBAIN UNSPON ADR 1,278 2,120
Conmed Corporation    
COPT Defense Properties 1,208 1,334
Costco Whsl Corp New 4,769 8,623
Definitive Healthcare Corp CL A    
Deutsche Post AG Sponsored ADR 957 1,258
Deutsche Telekom AG SPON AR 937 1,733
DNB Bank ASA Sponsored 1,182 1,587
Eagle Materials Inc. 1,439 1,860
Emerson Electric Co 4,271 7,830
Encompass Health Corp 1,014 2,123
Endava PLC    
Enel Societa Per Azioni 2,200 3,072
Enerplus Corp    
ESAB Corp 837 2,123
Eversource Energy    
Exlservice Holdings Inc. 882 1,613
Extreme Networks    
Factset Research Systems Inc. 3,909 4,933
Fidelity National Information Svsc 1,676 1,927
First Interstate Bancsys Inc-Class A 2,268 1,765
First Merchants Corp 1,165 1,349
Firstservice Corp New 819 933
Five9 Inc.    
FMC Corp New    
FNF Group    
Genl Dynamics Copr 4,124 8,080
Gentherm Inc.    
Glencore PLC Unisponsored ADR    
Global Payments Inc. 3,152 1,703
Globus Medical Inc New Class A 1,519 2,445
Grainger W W Inc. 3,665 8,072
Graphic Packaging Holding Inc.    
Hillman Solutions Corp 814 857
Houlihan Lokey Inc CL A 253 871
Iberdrola SA-Sponsored 1,949 3,197
Illinois Tool Works Inc 6,634 9,852
Ingevity Corp    
Innospec Inc.    
Insperity Inc. 5,967 2,827
Integra Lifesciences Holdings Corp    
Inter Parfums Inc.    
Intercontinental Exchange 1,160 1,782
Interpublic Grp Co Inc.    
John Wiley & Sons Inc Cl    
Johnson & Johnson 8,501 12,624
JP Morgan Chase & Co. 10,688 24,811
Julius Baer Group LTD 210 281
Knowles Corp 1,366 1,693
Komatsu LTD SPON ADR New 1,431 1,524
Lakeland FINL Corp. 1,043 1,141
Landstar Systems Inc. 2,421 2,587
Lantheus Holdings Inc. 1,859 1,930
Leslies Inc.    
Linde PLC New 5,640 11,086
Littlefuse Inc. 1,417 1,518
Live Nation Entertainment Inc. 1,231 2,423
LKQ Corporation 1,936 1,842
Loews Corporation    
Lowes Companies Inc 7,243 13,264
L3Sharris Technologies Inc. 4,843 10,275
M&T Bank Corp. 1,030 1,813
Madden Steven LTD    
McDonalds Corp 3,989 7,335
Medpace Holdings Inc. 283 1,123
Medtronic PLC    
Mercedes-Benz Group ADR 603 615
MESA Labs Inc.    
Michlein (CGDE) UNSP ADR 1,413 1,493
Microsoft Corp 12,682 40,140
MKS Instruments Inc. 1,183 1,758
MSC Industrial Direct Co    
Muenshener Rueckversicherungs-Gesellscha 1,322 3,561
NBT Bancorp Inc. 1,077 1,329
NCINO Inc. New    
Nestle S A REG ADR 1,043 889
Nextera Energy Inc. 5,270 7,386
NIKE Inc. Class B    
Nippon Telegraph & Telephone Corp    
NN Grp NV UNSPON ADR 1,466 2,694
Norfolk Sourhern Corp    
Northern Trust Co.    
Novartis AG SPON ADR 2,267 3,860
Omnicell Inc.    
PPG Industries Inc.    
Paychex Inc. 3,558 4,487
Pepsico Incorporated 5,581 6,745
Phillips 66 5,733 9,162
PJT Partners Inc. 979 2,174
Power Corp Canada 1,154 1,970
Prestige Consumer Healthcare Inc. 1,251 1,666
Primoris Services Corp. 438 1,986
Procter & Gamble Co. 5,169 7,166
Progressive Corp Ohio 502 1,139
PROS Holdings Inc.    
Qualys Inc.    
RBC Bearings Inc. 881 2,691
RIO Tinto PLC Sponsored ADR 1,858 2,241
Roche Holdings LTD ADR 713 1,031
S&P Global Inc. 7,102 9,929
Sanofi ADR 1,349 1,260
Sealed Air Corp New    
Selective Ins Group Inc. 1,249 1,088
Sensata Technologies Holding PLC EUR 2,683 2,264
Sensient Technologies 491 752
Shell PLC ADR 1,119 1,470
Shoals Technologies Grp    
Shutterstock Inc.    
Siemens A G AR 1,485 3,219
Silgan Holdings Inc. 1,386 1,211
Simpson Manufacturing Inc. 753 1,453
Smurfit Kappa Group ADr 1,422 1,315
Snap-On Inc. 478 1,034
Softbank Corp. 2,525 2,826
Sonic Healthcare LTD ADR 88 60
SPS Commerce Inc.    
SS & C Technologies Hldgs 1,954 2,972
Stanley Black & Decker    
Stericycle Inc.    
Svenska ADR 580 862
Target    
Terreno Realty Corp 797 1,233
Tesco PLC CPON New 1,613 2,357
Texas Roadhouse Inc. COM 288 830
Tokio Marine Holding 2,186 3,439
Tokyo Electron LTD-UNSPN    
Totalenergies SE ADR 1,035 1,047
Toyota MTR Copr. ADR New 2,307 2,997
Transunion 2,140 2,916
U-Haul Holdings Co SER N 1,951 2,103
UGI Corp. New    
Unifirst Corp    
United Overseas BK LTD Sponsored ADR 1,814 2,776
Unitedhealth Group Inc.    
UPM-Kymmene Corp. 591 579
Ventas Inc.    
Veolia Environment Sponsored ADR    
Vista Corp    
Volvo AB 1,010 1,437
Walmart Inc. 2,956 8,244
WD-40 Company Common 1,379 1,378
WEC Energy Group Inc. 3,804 5,273
Weyerhaeuser Co.    
White Mountain Ins. Grp. 892 2,078
Winmark Corp. 483 810
Woodside Energy Group L    
WSFS Financial Group 1,630 2,099
XINYI Glass Holdings LTD    
Zimmer Biomet Holdings Inc. 2,255 1,708
Zurich Insurance Group 1,231 3,195
3I Group PLC Unspon ADr 440 1,241
Acushnet Holdings Corp Golf    
Agilysys Inc. 1,834 2,258
AIB Grp PLC 2,490 3,218
Ashland Inc. 2,112 1,467
AZEK Co. Inc. CL A    
Biolife Solutions Inc. 920 1,257
Broadcom Inc. 13,677 29,072
Carlisle Companies Inc. 4,665 3,199
Chord Energy Corp. 2,027 1,020
Core Laboratories Inc.    
CRA International Inc. 1,144 1,204
Diageo PLC 991 776
Dollar General Store 2,426 2,655
Federal Agricultural Mortgage Corp Class 1,506 1,405
Gates Industrial Corp PLC 1,790 2,233
GE Aerospace New 4,872 8,933
Gulfport Energy Corp New 1,631 1,872
Haier Smart Home Co LTD    
Hayward Holdings Inc. 1,650 1,746
Installed Building Prods Inc. 1,033 1,297
Integer Hldgs Corp. 2,059 1,333
JFrog LTC 1,289 2,311
Keysight Techs Inc. 1,502 2,438
LPL Financial Holdings Inc. 1,731 2,857
Microchip Technology Inc. 1,779 2,039
Mirion Technologies Inc. CL A 678 1,241
MS&AD Ins Group Hldgs 2,340 2,882
Newmark Grp Inc. CL A 994 1,353
Onespaworld Holdings LTD    
Onto Innovation Inc. 1,702 2,052
Paycom Software Inc. 3,397 3,187
Pernod Ricard S A Sponsored    
Petroleo Brasileiro SPON ADR 2,210 1,576
Repligen Corp 1,483 1,639
Rexford Ind Realty Inc. 3,125 2,478
SM Energy Co Com    
Starbucks Corp 9,209 8,253
Svenska Handelsbanken AB    
Tapestry Inc. 1,299 2,428
Taylor Wimpey PLC-Unspon Adr    
Veeco Instruments Inc. 1,458 1,600
Willscot Holdings Corp    
XCEL Energy Inc. 1,914 2,364
Zoetis Inc. 8,481 5,788
Logility Supply Chain Solution    
Silicon Laboratories Inc 899 915
Vericel Corp    
Coca-Cola Europacific Partners PLC 1,738 2,449
A O Smith 2,243 2,274
Acushnet Holdings Corp Golf 1,735 1,996
Addus Homecare Corp 1,158 1,074
Affiliated Managers Group 1,306 2,883
Alphabet Inc. Voting Cap Stk CL A 12,907 23,475
American Express Company 9,757 11,099
Americold Realty Trust Inc. 3,326 1,440
Assured Guaranty LTD 1,180 1,258
Atmus Filtration Technologies Inc. 1,402 1,869
Avepoint Inc CL A 1,772 1,361
Banner Corp New 1,651 1,504
Birkenstock Holding PLC 976 777
BJ's Restaurants Inc. 771 749
Bridgestone Corp ADR Ltd 1,113 1,076
Cadre Holdings Inc. 1,107 1,429
Coca-Cola Consolidated Inc. 1,933 2,453
Constellation Energy Corp 6,942 8,832
CSW Industrials Inc. 902 881
ELF Beauty 541 760
Eli Lilly & Co 10,664 13,971
Enbridge Inc. 2,267 2,392
F & G Annuties & Life Inc   62
Fidelity Natl Finl Inc. 1,304 2,184
First Citizens Bancshares Class A 2,078 2,146
Floor & Decor Holdings Inc Cl 977 731
Hamilton Lane Inc. CL A 1,507 1,343
Interparfums Inc. 1,303 1,273
Knife Riv Hldg Co 1,543 1,337
Livanova PLC 755 738
Marriott Intl Inc New Cl A 948 1,241
Materion Corp 1,700 1,740
Mercury Systems Inc. 1,665 1,606
META Platforms Inc. Class A 14,825 15,182
Middleby Corp 881 892
Midea Grp Co Ltd Ads ADR 1,538 1,591
National Grid PLC ADR Sponsored ADR New 3,025 3,403
NOVO Nordisk A S ADR 1,876 1,730
NNT Inc 2,628 2,570
Onespaworld Holdings LTD 1,618 1,763
Patrick Industries 1,279 1,518
Prologis Inc. 4,732 5,745
Rambus Inc Del 995 1,930
Sherwin Williams Co 5,451 5,184
Standex Internatl Corp 1,666 1,956
Stevanato Grp Spa USD 993 865
Stewart Info Svcs Corp 1,046 1,054
Stonex Group Inc. 833 951
Toro Company 1,248 1,417
Unicredit Spa Unispon ADR 2,453 4,106
Universal Technical Institute Inc. 999 967
Vericel Corp 1,610 1,188
Vinci S A ADR 1,184 1,126
Zijin Mining Grp Co Ltd Unsponsored ADR- 1,029 1,826
QNITY Electronics Inc Common Stock 5,001 5,716

TY 2025 OtherExpensesSchedule
Name:
Sawyer & Jean Marglous Foundation
EIN:
43-6771713
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Supplies 195      


TY 2025 OtherIncomeSchedule2
Name:
Sawyer & Jean Marglous Foundation
EIN:
43-6771713
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 4,478    


TY 2025 OtherProfessionalFeesSchedule
Name:
Sawyer & Jean Marglous Foundation
EIN:
43-6771713
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Portico Advisory Fee 8,812 0 0 0


TY 2025 TaxesSchedule
Name:
Sawyer & Jean Marglous Foundation
EIN:
43-6771713
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 Excise Tax 1,264      
2025 estimated tax 1,240      
Foreign Tax 784