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 04 - 01 2025, and ending 03 - 31, 20 26
Name of foundation
THE GARNER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 333 NE 23RD STREET
  Room/suite
City or town
MIAMI
State or province
FL
Country  
ZIP or foreign postal code
33137
A Employer identification number

31-1471961
B Telephone number (see instructions)

3055762122
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)$15,319,866J 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 10,187 10,187  
4 Dividends and interest from securities... 358,659 358,659  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,086,343
b Gross sales price for all assets on line 6a 6,112,100
7 Capital gain net income (from Part IV, line 2)... 1,086,343
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)....... Click to see attachment
List of Attached Documents:
// Content
997 997  
12 Total. Add lines 1 through 11........ 1,456,186 1,456,186  
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)....... Click to see attachment
List of Attached Documents:
// Content
19,758 5,382   14,376
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
226,378 213,628   12,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,364 10,275   0
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 attachment
List of Attached Documents:
// Content
5,026 4,842   184
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 277,526 234,127   27,310
25 Contributions, gifts, grants paid....... 860,400 860,400
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,137,926 234,127   887,710
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 318,260
b Net investment income (if negative, enter -0-) 1,222,059
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............. 18,049 331,202 331,202
2 Savings and temporary cash investments......... 249,071 349,855 349,855
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)....... 10,824,159 Click to see attachment
List of Attached Documents:
// Content
10,728,482 		14,638,809
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 1,071
Less: accumulated depreciation (attach schedule) 1,071      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,091,279 11,409,539 15,319,866
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........ 6,516,195 6,516,195
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,575,084 4,893,344
29 Total net assets or fund balances (see instructions)..... 11,091,279 11,409,539
30 Total liabilities and net assets/fund balances (see instructions). 11,091,279 11,409,539
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
11,091,279
2
Enter amount from Part I, line 27a .....................
2
318,260
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,409,539
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
11,409,539
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 PUBLICLY TRADED SECURITIES      
b
c
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 6,112,100   5,025,757 1,086,343
b
c
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       1,086,343
b
c
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 1,086,343
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 16,987
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 16,987
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 16,987
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 16,000
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 16,000
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 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,012
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)
FL
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 ofTHE GARNER FOUNDATION INC Telephone no. (305) 576-2122

Located at333 NE 23RD STREETMIAMIFL ZIP+433137
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
JOHN M GARNER PRESIDENT & DIRECTOR
10.00 		0 0 0
311 EAST RIDGE VILLAGE DRIVE
MIAMI,FL33157
JAMES W MOORE SECRETARY & DIRECTOR
10.00 		0 0 0
5905 NORTH BAY DRIVE
MIAMI BEACH,FL33140
KATHRYN ANNE PAULK TREASURER & DIRECTOR
10.00 		0 0 0
9906 NE 4TH AVENUE ROAD
MIAMI SHORES,FL33138
GERALD W MOORE MANAGING DIRECTOR
10.00 		0 0 0
333 NE 23RD STREET
MIAMI,FL33137
MEG GARNER WRIGHT DIRECTOR
10.00 		0 0 0
3501 RIVIERA DRIVE
CORAL GABLES,FL33134
JANICE G TOPPING DIRECTOR
10.00 		0 0 0
958 SE WILLOUGHBY TRACE
STUART,FL34997
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
MERRILL INVESTMENT MANAGEMENT FEES 200,878
200 PARK AVENUE 13TH FLOOR
NEW YORK,NY10166
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
14,892,109
b
Average of monthly cash balances.......................
1b
493,033
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,385,142
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
15,385,142
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
230,777
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,154,365
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
757,718
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
757,718
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,987
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,987
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
740,731
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
740,731
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
740,731
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
887,710
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
887,710
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 7 740,731
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...... 58,704
b From 2021...... 94,743
c From 2022...... 465,292
d From 2023...... 251,624
e From 2024...... 211,453
f Total of lines 3a through e ........ 1,081,816
4Qualifying distributions for 2025 from Part
XI, line 4: $ 887,710
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..... 740,731
e Remaining amount distributed out of corpus 146,979
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 1,228,795
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) ... 		58,704
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,170,091
10 Analysis of line 9:
a Excess from 2021 .... 94,743
b Excess from 2022 .... 465,292
c Excess from 2023 .... 251,624
d Excess from 2024 .... 211,453
e Excess from 2025 .... 146,979
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 e-mail address of the person to whom applications should be addressed:
JOHN M GARNER JAMES W MOORE OR GERA
333 NE 23RD STREET
MIAMI,FL33137
(305) 576-2122
bThe form in which applications should be submitted and information and materials they should include:
IN THE FORM OF A LETTER AND IT SHOULD INCLUDE THE ORGANIZATION'S MAIN PURPOSE.
cAny submission deadlines:
LETTERS SHOULD BE SUBMITTED BY THE END OF THE FOUNDATION'S FISCAL YEAR (03/31).
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS.
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

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

80 PINE STREET FLOOR 19
NEW YORK,NY10005 		N/A   GENERAL SUPPORT 10,000

ANIMAL WELFARE SOCIETY OF SOUTH FLORIDA

250 WILLIAMS STREET NW
MIAMI,FL33133 		N/A   WELFARE 3,500

BAPTIST HEALTH FOUNDATION

9601 BAPTIST HEALTH DRIVE
LITTLE ROCK,AR72205 		N/A   HEALTH CARE 40,000

BASOM PALMER EYE INSTITUTE

900 NW 17TH STREET
MIAMI,FL33136 		N/A   GENERAL SUPPORT 10,000

BAY OAKS HISTORIC RETIREMENT RESIDENCE INC

435 NE 34 STREET
MIAMI,FL33137 		N/A   HEALTH CARE 80,000

BROCKWAY MEMORIAL LIBRARY

10021 NORTHEAST 2ND AVENUE
MIAMI SHORES,FL33138 		N/A   GENERAL SUPPORT 5,000

CARE ELEMENTARY SCHOOL

2025 NW 1ST AVENUE
MIAMI,FL33127 		N/A   EDUCATION 2,500

CHAPMAN PARTNERSHIP

1550 N MIAMI AVENUE
MIAMI,FL33136 		N/A   WELFARE 2,500

DARLINGTON SCHOOL

1014 CAVE SPRINGS ROAD
ROME,GA30161 		N/A   EDUCATION 15,000

DIASPORA VIBE CULTURAL ARTS INCUBATOR INC

600 NE 36 STREET
MIAMI,FL33137 		N/A   GENERAL SUPPORT 20,000

EPILEPSY FLORIDA INC

7300 N KENDALL DRIVE SUITE 760
MIAMI,FL33156 		N/A   GENERAL SUPPORT 2,500

EXCEPTIONAL EDUCATION OUTREACH

650 NE 67TH STREET
MIAMI,FL33138 		N/A   GENERAL SUPPORT 10,000

EYE HEALTH INSTITUTE

332 SOUTH AVENUE EAST
WESTFIELD,NJ07090 		N/A   GENERAL SUPPORT 5,000

FIRST SERVE MIAMI

6501 NW 36TH STREET SUITE 300
MIAMI,FL33166 		N/A   GENERAL SUPPORT 115,000

FLORIDA GULF COAST UNIVERSITY

10501 FGCU BLVD
FORT MYERS,FL33965 		N/A   GENERAL SUPPORT 25,000

FORMAN SCHOOL

12 NORFOLK ROAD
LITCHFIELD,CT06759 		N/A   GENERAL SUPPORT 1,000

GEORGIA MENTAL HEALTH CONSUMER NETWORK

1990 LAKESIDE PARKWAY
TUCKER,GA30084 		N/A   GENERAL SUPPORT 1,000

GLOBAL CONCERVANCY

PO BOX 29278
SAN FRANCISCO,CA94129 		N/A   GENERAL SUPPORT 20,000

GLOBAL LYME ALLIANCE GALA

222 RAILROAD AVE 2B
GREENWICH,CT06830 		N/A   MEDICAL RESEARCH 5,000

HELP MIAMI

13828 SW 56TH STREET
MIAMI,FL33175 		N/A   GENERAL SUPPORT 15,000

HEIDI HEWES CHAPTER WCA

1350 W FLAGLER STREET
MIAMI,FL33135 		N/A   GENERAL SUPPORT 1,000

HIGHLANDS CASHIERS LAND TRUST

190 HOSPITAL DRIVE
HIGHLANDS,NC28741 		N/A   GENERAL SUPPORT 2,000

INFORMED FAMILIES

2490 CORAL WAY
MIAMI,FL33145 		N/A   COMMUNITY DEVELOPMENT 4,000

INTERNATIONAL FRIENDSHIP CENTER

348 S 5TH STREET
HIGHLANDS,NC28741 		N/A   GENERAL SUPPORT 1,000

JACKSON MEMORIAL HOSPITAL

901 NW 17 AVENUE SUITE G
MIAMI,FL33136 		N/A   MEDICAL RESEARCH 20,000

KANSAS CITY ART INSTITUTE

4415 WARWICK BLVD
KANSAS CITY,MO64111 		N/A   GENERAL SUPPORT 2,000

LITERARY COUNCIL OF HIGHLANDS

PO BOX 791
CASHIERS,NC28717 		N/A   EDUCATION 2,500

LITTLE HAITI FC INC

181 NE 82ND AVE STE 100
MIAMI,FL33181 		N/A   GENERAL SUPPORT 5,000

MADEIRA SCHOOL

8328 GEORGETOWN PIKE
MCLEAN,VA22102 		N/A   GENERAL SUPPORT 1,000

MARIAN CENTER AUXILIARY

15701 NW 37TH AVENUE
OPALOCKA,FL33054 		N/A   GENERAL SUPPORT 6,000

MARIAN CENTER

15701 NW 37TH AVENUE
OPALOCKA,FL33054 		N/A   EDUCATION 5,000

MAYO FOUNDATION

200 FIRST STREET SW
ROCHESTER,MN55905 		N/A   HEALTH CARE 10,000

MCCLEAN FLETCHER CENTER

12 NORTHTOWN DRIVE
JACKSON,MS39211 		N/A   GENERAL SUPPORT 1,500

MELISSA INSTITUTE

1507 LEVANTE AVENUE SUITE 331
CORAL GABLES,FL33146 		N/A   GENERAL SUPPORT 2,500

MIAMI COUNTRY DAY SCHOOL

60L NE 107 STREET
MIAMI SHORES,FL33168 		N/A   EDUCATION 150,000

MIAMI LIGHTHOUSE FOR THE BLIND

601 SW 8TH AVENUE
MIAMI,FL33130 		N/A   WELFARE 5,000

MIAMI SHORES CHAMBER OF COMMERCE

9620 NE 2ND AVENUE STE 201
MIAMI,FL33138 		N/A   GENERAL SUPPORT 10,000

MOSAIC MIAMI

410 ANDALUSIA AVE SUITE 10
CORAL GABLES,FL33134 		N/A   GENERAL SUPPORT 2,400

NEIGHBORS 4 NEIGHBORS

8900 NW 18TH TERRACE
DORAL,FL33172 		N/A   GENERAL SUPPORT 30,000

NEW WORLD SCHOOL OF ART

25 NE 2ND ST
MIAMI,FL33132 		N/A   EDUCATION 1,000

NORTH SHORENOR ISLE OPTIMIST CLUB

5121 NORTH 36TH COURT
HOLLYWOOD,FL33021 		N/A   COMMUNITY DEVELOPMENT 2,500

OPTIMIST INTERNATIONAL FOUNDATION

4494 LINDELL BOULEVARD
SAINT LOUIS,MO63108 		N/A   GENERAL SUPPORT 40,000

ORPHANED STARFISH FOUNDATION INC

55 EXCHANGE PLACE SUITE 402
NEW YORK,NY10005 		N/A   GENERAL SUPPORT 2,500

OVERTOWN YOUTH CENTER

450 NW 14TH ST
MIAMI,FL33136 		N/A   GENERAL SUPPORT 30,000

PALM BEACH ATLANTIC UNIVERSITY

901 S FLAGLER DR
WEST PALM BREACH,FL33401 		N/A   GENERAL SUPPORT 5,000

RHYTHM FOUNDATION

7275 COLLINS AVENUE
MIAMI BEACH,FL33141 		N/A   GENERAL SUPPORT 10,000

SAINT THOMAS UNIVERSITY

16401 NW 37TH AVE
MIAMI,FL33054 		N/A   EDUCATION 29,000

ST MARY'S UNIVERSITY LAW SCHOOL

ONE CAMINO SANTA MARIA STREET
SAN ANTONIO,TX78228 		N/A   EDUCATION 5,000

THE WAY FORWARD FOUNDATION

2521 W MANCHESTER BLVD
INGLEWOOD,CA90305 		N/A   GENERAL SUPPORT 5,000

UNIVERSITY OF GEORGIA FOUNDATION

394 SOUTH MILLEDGE AVENUE SUITE 100
ATHENS,GA30602 		N/A   EDUCATION 5,000

UNIVERSITY OF MIAMI ATHLETICS

PO BOX 248106
CORAL GABLES,FL33124 		N/A   ATHLETICS 40,000

WASHINGTON AND LEE UNIVERSITY SCHOOL OF LAW

1 E DENNY CIR
LEXINGTON,VA24450 		N/A   GENERAL SUPPORT 25,000

WOLFSONIAN-FLORIDA INTERNATIONAL UNIVERSITY

1001 WASHINGTON AVENUE
MIAMI BEACH,FL33139 		N/A   GENERAL SUPPORT 10,000

WPBT2

PO BOX 610002
MIAMI,FL33261 		N/A   EDUCATION 1,500
Total ................................. 3a 860,400
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 10,187  
4 Dividends and interest from securities ....     14 358,659  
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 .....     14 997  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,086,343  
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 1,456,186 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,456,186
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE GARNER FOUNDATION
EIN:
31-1471961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 8,993 0   8,993
BOOKKEEPING FEES 10,765 5,382   5,383

TY 2025 InvestmentsCorpStockSchedule
Name:
THE GARNER FOUNDATION
EIN:
31-1471961
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC SHS 10,793 19,845
3M COMPANY 24,105 24,689
AAR CORP 4,307 7,772
ABB LTD 21,481 32,514
ABBOTT LABS 89,299 85,113
ABBVIE INC SHS 61,708 92,433
ABM INDUSTRIES INC 2,239 2,196
ACCENTURE PLC SHS 95,075 67,022
ADDTECH AB ADS REPSTG 14,425 13,709
ADMA BIOLOGICS INC SHS 4,777 4,073
ADMIRAL GROUP PL 9,242 8,694
ADVANTEST CORP 17,323 26,619
AGEAS SPONSORED ADR 19,538 21,628
AGILYSYS INC 7,750 4,980
AGIOS PHARMACEUTICALS 2,371 2,300
AIB GROUP 20,324 28,677
AIR PRODUCTS&CHEM 36,649 43,283
AIRBNB INC 33,040 31,570
AIRBUS SE 22,393 23,294
ALAMO GROUP INC 1,638 1,320
ALASKA AIR GROUP INC 3,004 2,648
ALBANY INTL CRP NEW CL A 14,912 9,971
ALIBABA GROUP HOLDING LT 3,140 4,893
ALKERMES PLC NEW 2,815 3,536
ALLIANZ SE - UNSP 12,168 19,254
ALNYLAM PHARMACEUTICALS 12,016 12,573
ALPHABET INC SHS CL A 74,412 155,570
ALPHABET INC SHS CL C 70,642 140,275
ALPHATEC HOLDINGS INC 8,646 6,996
AMAZON COM INC COM 119,305 239,927
AMER EXPRESS COMPANY 57,477 106,775
AMERICAN HEALTHCARE REIT 5,246 7,168
AMERICAN TOWER REIT INC 37,491 34,171
AMERICOLD REALTY TR INC 19,108 11,070
AMICUS THERAPEUTICS INC 1,978 2,314
AMKOR TECH INC 4,276 6,169
AMPHENOL CORP CL A NEW 22,485 46,623
ANALOG DEVICES INC COM 46,413 88,443
ANHEUSER-BUSCH INBEV 9,877 10,059
AON PLC REG SHS 46,728 61,974
APPLE INC 83,806 205,570
APPLIED INDUSTRL TECH 10,094 12,735
ARCBEST CORPORATION 1,145 984
ARCOSA INC REG SHS 2,734 3,184
ARCUTIS BIOTHERAPEUTICS 1,400 3,369
ARDELYX INC SHS 2,442 2,006
ARES MANAGEMENT 39,693 25,967
ARGAN, INC. 4,597 8,714
ARISTA NETWORKS INC 32,443 28,976
ARROWHEAD 3,794 3,699
ARTIVION INC 2,144 3,112
ASAHI KASEI CORP 18,859 26,234
ASGN INC 2,839 1,665
ASHLAND INC 10,928 10,399
ASICS CORP -UNSP 14,298 13,653
ASML HLDG NV NY REG SHS 67,436 116,233
ASSOCIATED BANC CRP 3,292 3,724
ASTRAZENECA PLC SPND ADR 17,749 19,328
ASTRONICS CORP3 5,121 6,473
ATI INC 4,397 9,455
ATLANTIC UN BANKSHARES CORP 11,057 10,150
ATRICURE INC 3,225 2,282
AUTODESK INC DEL PV $0.01 23,121 40,459
AVALONBAY CMMUN INC REIT 9,587 7,187
AVIENT CORPORATION 6,702 6,026
AVNET INC 3,481 4,129
AXA -SPONS ADR 13,704 13,382
AXIS CAPITAL HOLDINGS 12,367 13,589
AXSOME THERAPEUTICS INC 2,384 4,395
BALDWIN INS GRP INC 1,990 1,689
BANCA MEDIOLANUM SPA-ADR 17,423 18,940
BANCO BILBAO VIZCAYA 18,389 41,696
BANCORP (THE) BANK 3,824 4,406
BANDAI NAMCO HLDGS INC 25,975 20,286
BANK HAPOALIM BM SPON 14,906 17,316
BANK NEW YORK MELLON CORP 30,579 42,707
BANK7 CORP 9,065 8,734
BARCLAYS PLC 10,220 10,707
BATH & BODY WORKS INC 14,352 9,596
BECTON DICKINSON CO 13,024 11,006
BEONE MEDICINES LTD. 12,706 12,473
BHP GROUP LTD 28,725 38,989
BLACK HILLS CORP CURRENT YIELD 4.458% 2,633 2,707
BLACKROCK INC 65,473 68,281
BLACKSTONE INC 12,780 10,119
BLOCK INC 21,897 13,300
BLOOM ENERGY CORP 954 1,219
BOEING COMPANY 145,419 160,617
BOISE CASCADE CO DEL 638 1,669
BOOT BARN HOLDINGS INC 4,587 5,708
BOWHEAD SPECIALTY 3,780 2,826
BOX INC CL A 1,286 1,158
BRAZE INC 1,516 1,558
BRIDGEBIO PHARMA INC REG 6,114 14,035
BRINKER INTL INC 1,888 2,141
BRINKS CO 8,478 10,570
BRISTOL-MYERS SQUIBB CO 19,819 20,682
BROADCOM INC 45,699 105,852
BRUNSWICK CORP 11,316 11,423
BUREAU VERITAS ADR 14,161 13,435
CACTUS INC 3,491 3,125
CAIXABANK UNSPON 16,364 22,012
CALIX NETWORKS INC 1,227 1,176
CALLAWAY GOLF COMPANY 3,267 2,887
CANADIAN PAC 8,983 8,810
CAPITAL ONE FINL 30,099 34,844
CARPENTER TECHNOLOGY 3,621 8,671
CARRIER GLOBAL CORP 27,167 25,959
CASELLA WASTE SYS INC A 3,324 2,460
CATERPILLAR INC 22,044 36,840
CECO ENVIRONMENTAL CORP 6,868 8,162
CELLDEX THERAPEUTICS INC 2,667 3,457
CENCORA INC 3,171 9,110
CENTESSA PHARMACEUTICALS 719 3,734
CENTRAL BANCOMPANY 2,503 2,563
CENTRAL JAPAN RAILWAY AD 22,254 24,875
CENTRICA PLC 14,071 21,898
CENTRUS ENERGY CORP 6,047 3,645
CHEFS WAREHOUSE 2,574 2,319
CHEVRON CORP 64,588 90,002
CHIME FINL INC. 5,224 3,783
CHIPOTLE MEXICAN GRILL 30,378 26,056
CHORD ENERGY CORP 23,357 26,019
CHUBB LTD 25,847 64,534
CIGNA CORP REG SHS 112,036 118,971
CITIGROUP INC COM NEW 58,545 92,996
CITY HOLDING CO CHARLSTN 966 1,076
CME GROUP INC 26,982 32,784
CMS ENERGY CORP 12,367 19,938
CNO FINL GROUP INC 1,995 3,121
COASTAL FINL CORP WA 4,029 3,348
COCA COLA COM 17,729 25,477
COCA-COLA HBC AG SHS 11,422 18,379
COEUR MINING INC 320 263
COGENT BIOSCIENCES INC 3,484 3,310
COGNEX CORP 3,322 4,017
COLLIERS INTERNATNL GRP I 4,137 3,527
COLUMBIA BKG SYS INC 14,309 17,144
COMCAST CORP NEW CL A 39,337 34,136
COMPASS DIVERSIFIED HOLDINGS 3,304 3,239
CONOCOPHILLIPS 80,010 146,124
CONSTRUCTION PARTNERS 5,926 8,112
CORE SCIENTIFIC INC 4,890 3,770
CORNING INC 11,491 38,344
CREDO TECH GROUP HLDG 5,779 6,571
CRESCENT ENERGY INC 9,895 12,974
CRH PLC 34,743 36,687
CRINETICS PHARMACEUTICALS INC 3,839 3,015
CUSHMAN AND WAKEFIELD 1,568 2,231
CVB FINCL CORP COM 2,610 2,909
CVS HEALTH CORP 19,462 22,695
CYTOKINETICS INC SHS 1,347 2,373
DAITO TR CONSTRUCTION CO 18,638 20,336
DAIWA HOUSE IND LTD ADR 20,849 23,335
DANAHER CORP 50,198 47,021
DATADOG INC 9,992 8,972
DAVE INC 3,192 2,785
DEERE CO 33,985 65,343
DESCARTES SYSTEMS GROUP 2,376 1,932
DEUTSCHE BK AG REG SHS 6,930 12,329
DEUTSCHE TELE AG SPN ADR 33,677 43,643
DIAMONDROCK HOSPITALITY CO 1,708 1,799
DISNEY (WALT) CO COM STK 82,476 72,091
DOMINION ENERGY INC 94,231 97,243
DOVER CORP 17,049 36,270
DUKE ENERGY CORP NEW 44,048 65,208
DWAVE QUANTUM INC 691 447
EATON CORP PLC 87,335 178,120
EDGEWELL PERS CARE CO 11,237 9,454
EDGEWISE THERAPEUTICS 3,246 5,607
EIFFAGE SA SHS 24,340 35,975
ELASTIC NV 3,732 1,850
ELEMENT SOLUTIONS INC 6,316 8,159
ELEVANCE HEALTH INC 48,022 47,133
ELI LILLY & CO 7,075 19,315
EMBECTA CORP REG SHS 7,917 5,693
ENACT HLDGS INC COM 1,165 1,592
ENCOMPASS HEALTH CORP 5,408 5,223
ENDESA SA SHS 14,020 17,472
ENGIE SHS 19,384 30,860
ENOVA INTL INC 3,599 2,988
ENSIGN GROUP INC 4,942 6,448
ENTERPRISE FINL SVCS CRP 1,977 2,327
ENTRAVISION COMMNCTNS A 4,265 3,588
EOG RESOURCES INC 19,615 39,901
EPR PPTYS COM SH BEN INT 7,961 8,943
EQUIFAX INC 46,470 39,615
EQUIPMENTSHARE.COM INC 9,092 5,520
ERICSSON AMERICAN 16,141 18,922
ESCO TECHNOLOGIES INC 1,493 4,502
ESQUIRE FINL HOLDINGS 1,824 2,580
ESSENT GROUP LTD 1,031 1,461
ESSENTIAL PPTYS RLTY TR 1,739 2,064
ETORO GROUP LTD 3,187 2,282
EVERTEC INC 21,288 17,242
EVOMMUNE INC 1,941 2,506
EXLSERVICE HLDGS INC 807 1,949
EXPEDITORS INTL WASH INC 12,064 24,206
EXPRO GROUP HOLDINGS NV 2,014 2,733
EXXON MOBIL CORP COM 96,178 145,059
FABRINET 5,643 8,344
FACTSET RESH SYS INC 8,669 9,548
FEDERAL SIGNAL CORP 1,239 4,758
FERRARI NV 31,956 24,707
FIDELIS INSURANCE 1,321 1,548
FIRST ADVANTAGE CORP NEW 4,504 3,128
FIRST BANCORP N C COM 1,408 2,367
FIRST FINANCIAL BANCORP SHS 2,295 2,537
FIRST INTST BANCSYSTEM 2,374 2,538
FIRST MERCHANTS CORP 2,188 2,711
FIRSTSVC CORP REG SHS 5,621 4,585
FIVE BELOW INC 4,207 7,540
FLOWCO HLDGS INC 11,205 10,465
FLOWSERVE CORP 5,087 4,778
FORTUNE BRANDS 3,871 2,338
FOUR CORNERS PROPERTY TR 1,772 1,679
FRESHPET INC 2,681 2,182
FTIA AVIATION LTD 1,932 3,185
FUJIKURA LTD 9,086 18,991
FUJITSU LTD 8,038 7,903
FUTU HOLDINGS LTD 12,748 11,625
GALDERMA GROUP AG-UNSPON 16,614 17,738
GALLAGHER ARTHUR J & CO 13,669 20,359
GCM GROSVENOR INC 6,721 5,841
GENL DYNAMICS CORP COM 59,977 90,610
GFL ENVIRONMENTAL INC 9,908 8,677
GLAUKOS CORP 2,072 2,476
GLOBAL STAR INC REG SHS 1,027 3,188
GLOBALSTAR INCCOM SER A RESTRICTED 123 0
GOLDMAN SACHS GROUP INC 21,409 29,610
GRAPHIC PACKAGING HLDG C 19,051 8,777
GUARDANT HEALTH INC 6,019 6,374
GULFPORT ENERGY CORP 1,396 1,481
HALOZYME THERAPEUTICS 2,161 2,262
HAMILTON LANE INC REG SH CA 4,758 4,473
HAYWARD HLDGS INC 8,209 7,506
HCI GROUP INC 2,467 3,401
HEALTHEQUITY INC SHS 5,260 6,017
HEARTLAND EXPRESS INC 2,563 2,829
HECLA MINING CO 316 261
HEINEKEN HLDG NV SHS 14,008 13,822
HERC HOLDINGS 7,984 5,973
HESS MIDSTREAM CL A 12,121 17,413
HEWLETT PACKARD ENTERPRISE CO 29,653 33,882
HEXCEL CORP NEW COM 6,301 8,174
HINGE HEALTH INC 5,591 5,128
HITACHI LTD 10 NEW 30,301 30,653
HOME BANSCHARES INC 13,683 14,919
HOME DEPOT INC 19,296 28,942
HONEYWELL INTL INC DEL 69,943 73,460
HOYA CORP 31,702 36,770
HUB GROUP INC CL A 6,239 5,117
ILLINOIS TOOL WORKS INC 28,068 35,920
ILLUMINA INC COM 20,759 10,724
IMAX CORP 1,838 3,611
IMPERIAL BRANDS PLC 27,209 30,162
IMPINJ INC 5,790 3,903
INDEPENDENCE RLTY TR INC 2,672 2,248
INDEPENDENT BK CORP MASS 2,830 3,084
INDUSTRIA DE DISENO 17,208 14,764
INGRAM MICRO HLDG CORP 5,564 6,294
INSMED INC 635 1,472
INTL BANCSHARES CORP COM 12,302 12,718
INTL BUSINESS MACHINES CORP IBM 14,109 19,634
INTL SEAWAYS INC REG SHS 1,195 2,041
INTUIT INC COM 46,354 38,482
INTUITIVE SURGICAL INC 45,342 64,539
IONIS PHARMACEUTICALS 2,342 2,853
IONQ INC 1,489 750
ITRON INC 3,633 2,510
JOHNSON AND JOHNSON COM 65,793 111,465
JPMORGAN CHASE & CO 58,949 147,962
KADANT INC 1,328 2,924
KAISER ALUM CORP 2,620 3,856
KAO CORP 14,231 12,411
KARMAN HOLDINGS INC 3,490 4,803
KB HOME 9,005 7,814
KBC GROUPE SA SHS 5,405 10,957
KENNAMETAL INC 2,784 4,155
KIMBERLY CLARK 54,471 51,129
KITE REALTY GROUP TR SHS 2,824 3,044
KKR & CO INC CL A 53,863 56,795
KLA CORP 16,356 66,258
KLAVIYO INC REG SHS 7,961 5,371
KONTOOR BRANDS INC REG 2,381 2,601
KORN FERRY 9,725 9,443
KRATOS DEFNS & SEC SOLTN 399 635
KULICKE&SOFFA INDUST 5,295 8,741
LAKELAND FINCL CORP 2,824 2,984
LAM RESH CORP 4,555 16,238
LANTHEUS HLDGS INC 2,171 2,276
LATTICE SEMICNDTR CORP 3,333 4,452
LA-Z-BOY INC MICHIGAN 1,036 964
LIBERTY ENERGY INC 3,312 6,221
LIFE TIME GROUP HLDGS 8,528 8,890
LIGAND PHARMACEUTICALS INC SHS CL B 1,471 4,392
LINDE PLC NEW 36,858 58,995
LITTLEFUSE INC DEL COM 4,137 5,430
LORD ABBETT CREDIT 626,077 594,230
LOREAL CO 15,786 14,993
LOWE'S COMPANIES INC 67,567 97,820
LTC PROPERTIES INC 11,143 11,482
LUXFER HOLDINGS PLC REG 6,957 7,588
LXP INDUSTRIAL TRUST 1,862 1,758
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 2,396 5,996
MADRIGAL PHRAMACEUTICALS 3,758 7,852
MAGNITE INC 6,575 4,384
MAGNOLIA OIL & GAD CORP 17,168 22,288
MALIBU BOATS INC SHS CL A 797 544
MARA HOLDINGS INC 420 180
MAREX GROUP PLC REG SHS 9,450 14,667
MARKS AND SPENCER GP ADR 17,426 16,780
MARRIOTT INTL INC NEW A 36,949 57,891
MARSH & MCLENNAN COS INC 77,140 95,744
MARTEN TRANSPORT LTD 2,504 2,823
MASTERCARD INC 25,380 34,477
MATERION 4,523 4,629
MCDONALDS CORP COM 49,728 70,549
MCKESSON CORPORATION COM 25,853 83,940
MEDTRONIC PLC SHS 20,381 19,236
MERCK AND CO INC SHS 49,954 61,468
MERIT MEDICAL SYS INC 1,569 2,344
MERITAGE HOMES CORP 2,094 1,484
META PLATFORMS INC 153,742 300,940
MIAMI INTL HOLDINGS 4,028 3,620
MICROSOFT CORP 50,392 277,257
MINERALS TECHNOLOGIES 12,381 13,900
MINERALYS THERAPEUTICS 1,034 2,167
MIRION TECHNOLOGIES INC 4,247 4,778
MIZUHO FINL GROUP INC 20,317 24,050
MKS INC 3,763 6,205
MODINE MFG CO 2,865 5,634
MOELIS AND COMPANY 3,111 2,679
MONDELEZ INTERNATIONAL INC 43,835 36,198
MONSTER BEVERAGE SHS 33,073 74,489
MONTROSE ENVIRONMENTAL GROUP INC 1,585 1,226
MORGAN STANLEY 52,834 98,577
MOTOROLA SOLUTIONS INC 11,783 36,453
MURATA MANUFACTURING CO 17,308 18,736
MURPHY OIL CORP 8,449 9,281
MYR GROUP INC DEL 2,176 4,799
NASDAQ OMX GRP INC 46,573 68,421
NATIONAL VISION HLDGS 5,259 6,812
NATWEST GROUP PLC 17,969 40,722
NEOGENOMICS INC 2,041 1,106
NETEASE.COM INC 13,085 16,791
NETFLIX COM INC 67,885 199,127
NEWAMSTERDAM PHARMA CO 1,489 1,857
NEXT GROUP PLC-UNSPON 12,754 18,720
NEXTERA ENERGY INC SHS 49,031 73,375
NIKE INC CL B 16,957 12,888
NITTO DENKO CORP ADR 21,988 30,263
NMI HOLDINGS INV SHS CL A 1,793 2,851
NORTHERN OIL AND GAS INC 1,537 1,578
NORTHPOINTE BANCSHARES INC 3,271 3,797
NORTHROP GRUMMAN CORP 15,110 23,196
NORTHWESTERN ENE GR INC 5,415 6,990
NOVANTA INC 6,606 6,378
NOVARTIS ADR 48,981 90,734
NOVO NORDISK A S ADR 46,431 19,882
NUSCALE PWR CORP 436 87
NUVALENT INC REG SHS 3,299 4,303
NUVATION BIO INC 1,688 1,587
NVIDIA 34,408 483,088
NXP SEMICONDUCTORS N.V. 71,156 68,901
NY TIMES CO 3,711 5,945
OKLO INC 2,314 1,339
OLD NATL BANCORP IND 13,859 17,083
OLLIES BARGAIN OUTLET 1,671 2,025
OMADA HEALTH INCORP 3,773 2,778
OMNIAB INC 102 0
OMNICELL INC 2,960 1,469
ONESPAWORLD HLDGS LTD 4,403 5,187
ONTO INNOVATION INC 1,561 2,256
OPENLANE INC 5,337 6,442
OPERA LTD 4,630 4,007
OPPENHEIMER HLDG INC 8,141 9,365
ORACLE CORP $0.01 DEL 88,880 115,628
ORIGIN ENERGY LTD 18,542 18,316
ORIX CORPORATION SP ADR 16,472 24,472
ORKLA AS A SHS ADR 10,461 12,046
OVERSEA-CHINESE BANK-UNS 8,707 12,038
PACCAR INC 44,641 53,592
PACKAGING CORP AMERICA 13,505 14,643
PALO ALTO NETWORKS INC COM 21,207 38,156
PAPA JOHNS INTL INC 6,930 5,607
PATRICK INDS INC 2,543 3,443
PATTERSON UTI ENERGY INC 3,626 3,628
PAYPAL HOLDINGS INC SHS 13,745 8,910
PEDIATRIX MED GRP INC 3,570 5,733
PEGASYSTEMS INC 2,638 2,085
PEPSICO INC 50,512 54,662
PERELLA WEINBERG 1,154 1,017
PHILIP MORRIS INTL INC 56,261 100,361
PHILLIPS EDISON AND CO 1,117 1,422
PHREESIA INC REG SHS 3,470 1,098
PIMCO FLEXIBLE CREDIT 635,746 598,653
PIPER SANDLER COMPANIES 3,111 3,368
PLANET FITNESS INC CL A 5,261 4,017
PLEXUS CORP 10,147 13,570
POPULAR INC COM NEW 2,653 5,098
POWELL INDS INC 4,919 10,281
PRAXIS PRECISION 2,939 3,544
PRESTIGE CONSUMER HEALTHCARE INC 1,719 2,608
PRICESMART INC 2,121 4,214
PROCTER & GAMBLE CO 24,612 27,155
PROGRESSIVE CRP OHIO 65,232 90,992
PROGRESSIVE SOFTWARE CORP 1,568 718
PROLOGIS INC 99,848 113,807
PROTAGONISTTHERAPEUTIC INC 2,586 5,059
PROVIDENT FINL SVCS INC 5,932 6,814
PRYSMIAN S.P.A. 21,252 25,005
PUBLICIS GROUPE SPON ADR 14,783 12,157
Q2 HOLDINGS INC SHS 11,991 7,899
QBE INS GROUP LTD 25,758 29,304
QUAKER HOUGHTON 2,182 1,491
QUALCOMM INC 8,361 16,098
QUEST DIAGNOSTICS INC 9,493 11,563
RADNET INC 4,401 3,912
RBC BEARINGS INC 6,742 11,949
REGAL REXNORD CORP 4,815 6,180
REGENERON PHARMACTCLS 27,882 44,813
RELX PLC 16,440 13,359
RENASANT CORP 2,649 2,710
REPUBLIC SERVICES INC 11,157 14,236
REVOLUTION MEDICINES INC 1,636 4,085
RIGETTI COMPUTING INC 1,086 421
RIO TINTO PLC SPNSRD ADR 15,945 23,976
RIOT PLATFORMS INC 4,506 2,744
ROCHE HLDG LTD SPN ADR 62,338 68,898
RTX CORP 64,074 137,152
RUBRIK INC REG SHS CL A 249 392
RYMAN HOSPITALITY PPTYS 11,849 11,441
S&P GLOBAL INC 33,763 38,706
SAFRAN SA-UNSPON ADR 9,543 14,273
SALESFORCE COM INC 79,104 66,455
SANOFI ADR 21,652 21,777
SAP SE SHS 10,441 8,389
SCHNEIDER NATL INC WIS 19,726 16,213
SCHOLAR ROCK HLDG CORP 1,884 3,392
SCHWAB CHARLES CORP NEW 29,718 44,171
SCIENCE APPLICATIONS 9,020 7,214
SEACOAST BANKING CORP 1,478 1,484
SEAGATE TECH HLDGS PUB 5,087 25,073
SEI INVT CO PA PV $0.01 16,517 20,716
SELECTIVE INS GRP INC 1,859 1,885
SEMTECH CORPORATION 3,598 6,613
SENSATA TECHNOLOGIES 11,024 12,433
SERVICENOW INC 21,486 15,578
SHELL PLC 30,721 39,339
SHERWIN WILLIAMS 29,680 36,543
SHOPIFY INC CL A 21,749 49,346
SI-BONE INC 3,941 2,829
SIEMENS AG 19,782 45,892
SILICON LABS INC 10,799 17,485
SINGAPORE EXCHANGE LTD 14,340 23,699
SITC INTL UNSP 12,627 14,502
SITEONE LANDSCAPE SUPPLY 4,821 5,058
SITIME CORP 3,545 5,526
SM ENERGY CO SHS 3,982 3,617
SMITH-NPHW PLC SPADR 17,031 15,159
SMITHS GROUP PLC SHS 12,508 14,500
SMURFIT WESTROCK LTD REG SHS 26,253 19,527
SOCIETE GENERAL 8,031 7,951
SOMPO HOLDINGS, INC 17,577 18,691
SONIC AUTOMOTIVE INC A 1,191 1,577
SONY GROUP CORP 43,630 44,878
SOUTHERN COMPANY 36,278 60,808
SOUTHSTATE BANK CORP 5,647 5,736
SOUTHWEST GAS HOLDINGS 2,728 3,911
SPECTRUM BRANDS HOLDINGS 6,389 7,739
SPIRE INC 2,323 2,807
SPOTIFY TECH SA REG SHS 23,912 25,700
SPS COMM INC 3,118 946
SPX TECHNOLOGIES INC 1,577 1,999
SSR MINING INC 5,956 6,968
STARBUCKS CORP 48,866 49,006
STD CHARTERED-UNSP 12,756 27,096
STERLING INFRA INC 8,069 10,996
STEVEN MADDEN LTD SHS 1,568 1,798
STRYKER CORP 15,764 23,658
SUNCOR ENERGY INC 32,570 48,260
SUPERNUS PHARMACEUTICALS INC 2,320 3,980
SYNOPSYS INC 30,468 24,978
TAIWAN S MANUFCTRING ADR 72,513 125,379
TALEN ENERGY CORP NEW 4,961 6,703
TAYLOR MORRISON HOME CORP CL A 954 2,330
TECHTRONIC INDS SPD ADR 24,830 28,138
TECNOGLASS INC 13,417 12,920
TELIA COMPANY AB 14,365 19,076
TERRENO REALTY CORP SHS 8,329 8,966
TESLA INC 80,467 175,838
TEXAS INSTRUMENTS 48,544 55,718
THALES SA 32,134 34,810
THE REALREAL INC 3,768 3,033
THERMO FISHER SCIENTIFIC INC 51,852 50,136
TIMKEN COMPANY 5,572 7,140
TITAN AMER SA 11,579 11,460
TJX COS INC NEW 27,713 65,636
TOWNSQUARE MEDIA INC 5,645 3,394
TOYOTA TSUSHO 13,388 30,845
TRANE TECHNOLOGIES PLC 5,396 27,922
TRANSMEDICS GROUP INC REG SHS 1,959 2,485
TRAVELERS CO INC 11,528 15,751
TRAVERE THERAPEUTICS INC 1,828 3,328
TREX CO INC 6,398 4,188
TRIUMPH BANCORP INC SHS 3,110 2,565
TTM TECHNOLOGIES INC 1,028 1,851
TURNING POINT PT BRANDS INC 5,340 5,815
U S PHYSICAL THERAPY INC 2,675 2,399
UBER TECHNOLOGIES INC 14,546 25,247
UCB UNSPOND ADR 7,599 12,666
UFP TECHNOLOGIES INC 2,847 2,130
ULTRA CLEAN HLDGS INC 1,287 1,430
UMH PROPERTIES INC 3,379 3,535
UNICREDITO SPA ADR 36,827 34,329
UNIFIRST CORP 1,980 2,516
UNILEVER PLC NEW ADR 24,248 23,358
UNION PACIFIC CORP 98,589 109,907
UNITED BKSHRS INC W.V> 3,679 4,473
UNITED COMMUNITY BANKS INC 2,044 2,362
UNITEDHEALTH GROUP INC 44,208 26,518
URBAN OUTFITTERS INC 3,200 3,104
UROGEN PHARMA LTD 1,495 1,456
US BANCORP 21,774 19,556
VAIL RESORTS INV 11,631 8,597
VALLEY NATL BANCORP N J 1,763 2,272
VARONIS SYSTEMS INC SHS 3,955 1,567
VAXCYTE INC 2,147 3,370
VENTAS INC REIT 18,282 23,962
VERA THERAPEUDICS INC 1,908 1,851
VERIZON COMMUNICATNS COM 21,632 20,733
VERRA MOBILITY CORP 4,625 2,486
VERTEX PHARMCTLS INC 62,484 91,094
VIKING THERAPEUTICS INC 1,344 1,074
VINCI SA ADR 7,725 11,409
VISA INC CL A SHRS 76,425 155,956
VISHAY INTERECHNLGY 9,311 7,578
VISTEON CORP COM 2,928 3,007
VODAFONE GROUP PLC 14,462 14,705
W W GRAINGER INCORP 20,063 45,814
WALMART INC 28,239 72,082
WARBY PARKER INC REG SHS 1,251 1,454
WARTSILA OYJ SHS 16,415 30,422
WAYFAIR INC 5,549 4,437
WEBSTER FINL CP PV $0.01 2,125 3,263
WEC ENERGY GROUP INC SHS 17,136 27,437
WELLS FARGO & CO 104,326 133,108
WERNER ENTERPRISES INC 1,571 1,118
WESBANCO INC 2,899 3,104
WH GROUP LTD SHS 20,062 31,114
WILEY JOHN & SONS CL A 8,647 8,573
WIX COM LTD 16,563 11,619
WORKDAY INC CL A 15,311 7,405
WORKIVA INC CL A 1,870 1,193
WORTHINGTON INDSTRS OHIO 699 1,304
WSFS FINANCIAL CORP 2,260 3,535
XCEL ENERGY INC 21,964 29,869
XENIA HOTELS AND RESPORTS INC 3,250 3,366
XENON PHARMACEUTICALS 2,081 3,780
YELP INC CL A 690 594
YETI HLDGS INC 1,189 1,098
YUM BRANDS INC 21,965 33,273
YUM CHINA HOLDINGS INC SHS 3,696 5,268
ZALANDO SE 17,266 16,903
ZOETIS INC 19,537 13,476
ZURN ELKAY WATER 1,390 3,139

TY 2025 OtherExpensesSchedule
Name:
THE GARNER FOUNDATION
EIN:
31-1471961
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK AND INVESTMENT FEES 4,720 4,720   0
STATE FILING FEE 61 0   61
OFFICE EXPENSE 245 122   123


TY 2025 OtherIncomeSchedule2
Name:
THE GARNER FOUNDATION
EIN:
31-1471961
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 997 997 997


TY 2025 OtherProfessionalFeesSchedule
Name:
THE GARNER FOUNDATION
EIN:
31-1471961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 200,878 200,878   0
OTHER CONSULTING 25,500 12,750   12,750


TY 2025 TaxesSchedule
Name:
THE GARNER FOUNDATION
EIN:
31-1471961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 10,275 10,275   0
FEDERAL EXCISE TAX 16,089 0   0