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
STELLA H JONES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 790 N WATER ST 2500
  Room/suite
City or town
MILWAUKEE
State or province
WI
Country  
ZIP or foreign postal code
53202
A Employer identification number

39-6630656
B Telephone number (see instructions)

4142716560
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)$3,640,520J 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 3,021 3,021  
4 Dividends and interest from securities... 82,760 82,760  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 572,015
b Gross sales price for all assets on line 6a 1,225,328
7 Capital gain net income (from Part IV, line 2)... 572,015
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
4,835 4,835  
12 Total. Add lines 1 through 11........ 662,631 662,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 30,000   30,000
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
4,750 2,375   2,375
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,455 20,455   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
329 329   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
88 88   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,622 53,247   32,375
25 Contributions, gifts, grants paid....... 138,000 138,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 223,622 53,247   170,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 439,009
b Net investment income (if negative, enter -0-) 609,384
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............. 35,494 52,657 52,657
2 Savings and temporary cash investments......... 85,265 152,666 152,666
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)....... 2,072,801 Click to see attachment
List of Attached Documents:
// Content
2,487,771 		3,058,729
c Investments—corporate bonds (attach schedule)....... 418,257 Click to see attachment
List of Attached Documents:
// Content
357,775 		376,468
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 ) Click to see attachment
List of Attached Documents:
// Content
43 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,611,860 3,050,869 3,640,520
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,611,860 3,050,869
29 Total net assets or fund balances (see instructions)..... 2,611,860 3,050,869
30 Total liabilities and net assets/fund balances (see instructions). 2,611,860 3,050,869
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
2,611,860
2
Enter amount from Part I, line 27a .....................
2
439,009
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,050,869
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
3,050,869
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 **ARTISAN FUNDS INCINTERNATIONAL FUND P   2025-12-10
b BRIXMOR PROPERTY GROUP INC P   2025-01-15
c PROLOGIS INC P   2025-03-31
d PROLOGIS INC P   2025-03-31
e PROLOGIS INC P   2025-03-31
EQUITY LIFESTYLE PROPERTIESINC P   2025-04-11
BRIXMOR PROPERTY GROUP INC P   2025-04-15
PROLOGIS INC P   2025-06-30
PROLOGIS INC P   2025-06-30
PROLOGIS INC P   2025-06-30
EQUITY LIFESTYLE PROPERTIESINC P   2025-07-11
BRIXMOR PROPERTY GROUP INC P   2025-07-15
PROLOGIS INC P   2025-09-30
PROLOGIS INC P   2025-09-30
PROLOGIS INC P   2025-09-30
EQUITY LIFESTYLE PROPERTIESINC P   2025-10-10
BRIXMOR PROPERTY GROUP INC P   2025-10-15
**ARTISAN FUNDS INCINTERNATIONAL FUND P   2025-12-10
**NEUBERGER GENESIS FUNDINSTITUTIONAL CLASS P   2025-12-16
**NEUBERGER INTRINSIC VALUEFUND INSTITUTIONAL CLASS P   2025-12-16
**NEUBERGER LARGE CAP GROWTHFUND INSTITUTIONAL CLASS P   2025-12-16
**NEUBERGER LARGE CAP VALUEFUND INSTITUTIONAL CLASS P   2025-12-16
**NEUBERGER SMALL CAP GROWTHFUND INSTITUTIONAL CLASS P   2025-12-16
PROLOGIS INC P   2025-12-31
PROLOGIS INC P   2025-12-31
PROLOGIS INC P   2025-12-31
VICI PROPERTIES INC P 2020-08-19 2025-01-09
EQUITY LIFESTYLE PROPERTIESINC P 2024-07-24 2025-01-10
WILLIAMS COMPANIES INC P 2019-02-01 2025-03-31
VICI PROPERTIES INC P 2020-08-19 2025-04-03
EQUITY LIFESTYLE PROPERTIESINC P 2024-07-24 2025-04-11
VENTAS INC. P 2025-03-20 2025-04-17
WILLIAMS COMPANIES INC P 2019-02-01 2025-06-30
VICI PROPERTIES INC P 2020-08-19 2025-07-10
EQUITY LIFESTYLE PROPERTIESINC P 2024-07-24 2025-07-11
VENTAS INC. P 2025-03-20 2025-07-17
WILLIAMS COMPANIES INC P 2019-02-01 2025-09-29
VICI PROPERTIES INC P 2020-08-19 2025-10-09
EQUITY LIFESTYLE PROPERTIESINC P 2024-07-24 2025-10-10
VENTAS INC. P 2025-03-20 2025-10-16
WILLIAMS COMPANIES INC P 2019-02-01 2025-12-29
MILLROSE PROPERTIES P   2025-02-11
SOUTHERN COPPER CORPORATION P   2025-02-28
SOUTHERN COPPER CORPORATION P   2025-09-08
SOUTHERN COPPER CORPORATION P   2025-12-01
AT&T INC P 2024-03-20 2025-03-20
MILLROSE PROPERTIES P 2025-02-07 2025-03-20
LOCKHEED MARTIN CORP P 2025-01-15 2025-03-24
BANK OF AMER CORP P 2025-01-13 2025-04-03
***ASML HOLDING N VN Y REGISTRY SHS NEW 2012 P 2024-11-22 2025-07-07
AMETEK INC NEW P 2024-08-05 2025-07-07
BROADCOM INC P 2025-01-27 2025-07-07
BROADCOM INC P 2024-12-23 2025-07-07
COOPER COS INC/THE P 2025-03-13 2025-07-07
COOPER COS INC/THE P 2025-03-07 2025-07-07
COOPER COS INC/THE P 2024-07-15 2025-07-07
DANAHER CORP P 2025-02-04 2025-07-07
META PLATFORMS INCCL A P 2024-11-22 2025-07-07
NVIDIA CORP P 2025-01-30 2025-07-07
EVERUS CONSTRUCTION GROUP P 2023-03-30 2025-01-02
PROGRESSIVE CORP-OHIO- P 2022-03-07 2025-01-10
INTUIT INC P 2018-11-21 2025-01-27
FISERV INC P 2020-08-11 2025-01-30
THERMO FISHER SCIENTIFIC INC P 2023-09-21 2025-01-30
INTUIT INC P 2018-11-23 2025-02-12
INTUIT INC P 2018-11-21 2025-02-12
UNITEDHEALTH GROUP INC P 2020-02-26 2025-03-06
AT&T INC P 2024-03-20 2025-04-28
HONEYWELL INTL INC P 2011-08-19 2025-04-29
***ASML HOLDING N VN Y REGISTRY SHS NEW 2012 P 2022-01-10 2025-07-07
***ASML HOLDING N VN Y REGISTRY SHS NEW 2012 P 2014-07-17 2025-07-07
***ASTRAZENECA PLCSPONSORED ADR P 2024-02-08 2025-07-07
ALPHABET INC CLASS CCAPITAL STOCK P 2016-02-26 2025-07-07
AMAZON.COM INC P 2018-11-20 2025-07-07
AMAZON.COM INC P 2022-08-30 2025-07-07
AMAZON.COM INC P 2018-12-27 2025-07-07
AMAZON.COM INC P 2019-06-06 2025-07-07
CDW CORPORATIONCOM P 2018-02-07 2025-07-07
CHURCH & DWIGHT CO INC P 2020-10-29 2025-07-07
COOPER COS INC/THE P 2024-04-19 2025-07-07
COOPER COS INC/THE P 2024-04-18 2025-07-07
DANAHER CORP P 2022-01-24 2025-07-07
ELI LILLY & CO P 2021-10-14 2025-07-07
EOG RESOURCES INC P 2021-06-14 2025-07-07
EOG RESOURCES INC P 2021-07-27 2025-07-07
EQT CORP P 2022-12-02 2025-07-07
GXO LOGISTICS INC P 2022-05-13 2025-07-07
GXO LOGISTICS INC P 2022-05-12 2025-07-07
GXO LOGISTICS INC P 2022-05-05 2025-07-07
GXO LOGISTICS INC P 2022-04-19 2025-07-07
GXO LOGISTICS INC P 2022-04-18 2025-07-07
GXO LOGISTICS INC P 2022-04-14 2025-07-07
GXO LOGISTICS INC P 2022-04-20 2025-07-07
GXO LOGISTICS INC P 2022-06-30 2025-07-07
GXO LOGISTICS INC P 2022-06-29 2025-07-07
GXO LOGISTICS INC P 2022-06-10 2025-07-07
HOME DEPOT INC P 2022-02-24 2025-07-07
INTUIT INC P 2018-11-23 2025-07-07
J P MORGAN CHASE & CO P 2013-04-18 2025-07-07
LENNAR CORP-A P 2021-09-23 2025-07-07
MASTERCARD INC P 2021-07-01 2025-07-07
MASTERCARD INC P 2021-09-02 2025-07-07
META PLATFORMS INCCL A P 2024-05-02 2025-07-07
META PLATFORMS INCCL A P 2024-05-01 2025-07-07
MICROSOFT CORP P 2019-02-21 2025-07-07
MICROSOFT CORP P 2020-03-02 2025-07-07
MICROSOFT CORP P 2019-01-31 2025-07-07
MOTOROLA SOLUTIONS INC P 2016-06-06 2025-07-07
NEXTERA ENERGY INC P 2022-02-24 2025-07-07
NEXTERA ENERGY INC P 2023-09-28 2025-07-07
NEXTERA ENERGY INC P 2022-01-26 2025-07-07
NEXTERA ENERGY INC P 2020-05-04 2025-07-07
NVIDIA CORP P 2022-09-06 2025-07-07
ROPER TECHNOLOGIES INC P 2021-01-29 2025-07-07
TRANSUNIONCOM P 2017-01-30 2025-07-07
TRANSUNIONCOM P 2017-01-27 2025-07-07
PUBLIC SERVICE ENTERPRISEGROUP INC P 2024-08-08 2025-09-10
AGNICO EAGLE MINES LTD P 2022-11-18 2025-10-14
PNC FINANCIAL SVCS GROUP INC P 2018-07-10 2025-10-29
PAYCHEX INC P 2016-11-29 2025-12-02
FISERV INC P 2007-08-23 2025-01-30
APPLE INC P 2010-04-12 2025-07-07
CHURCH & DWIGHT CO INC P 2010-02-01 2025-07-07
DANAHER CORP P 2007-06-07 2025-07-07
FISERV INC P 2007-08-23 2025-07-07
ROPER TECHNOLOGIES INC P 2006-09-07 2025-07-07
PARAMOUNT GLOBAL6.37500% 3/30/2062 92556HAE7CALLABLE @ 100.00 03/30/27MS_ P 2024-10-15 2025-01-31
PARAMOUNT GLOBAL6.37500% 3/30/2062 92556HAE7CALLABLE @ 100.00 03/30/27MS_ P 2024-09-20 2025-01-31
CRACKER BARREL OLD COUNT0.62500% 6/15/2026 22410JAB2JD_15 P 2024-09-13 2025-03-28
PACIFIC GAS & ELECTRIC5.30594%09/04/2025 694308KS5 P 2024-09-03 2025-04-22
VULCAN MATERIALS COSR UNSECURED4.50000% 4/1/2025 929160AS8AO_01 P 2023-06-30 2025-01-10
NEXTERA ENERGY CAPITAL6.05100% 3/1/2025 65339KBP4MS_01 P 2023-02-22 2025-02-04
VAIL RESORTS INC0.00000% 1/1/2026 91879QAN9 P 2024-01-12 2025-04-03
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2014-08-08 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-06-30 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2014-09-02 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-05-28 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-04-30 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-03-31 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2020-11-30 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-02-26 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2020-12-31 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-11-30 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-10-29 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-09-30 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-08-31 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-01-29 2025-04-22
**NEUBERGER BERMANSTRATEGIC INCOME FD INSTL CL P 2021-07-30 2025-04-22
JPMORGAN CHASE & COQUARTERLY US LIBOR +954.87525%02/02/2037 48123KAE6 P 2019-10-08 2025-04-22
JPMORGAN CHASE & COQUARTERLY US LIBOR +954.87525%02/02/2037 48123KAE6 P 2019-10-08 2025-04-23
ARES CAPITAL CORP2.15000% 7/15/2026 04010LBA0CALLABLE @ 100.00 06/15/26JJ P 2021-02-23 2025-07-23
WEC ENERGY GROUP INC5.00000% 9/27/2025 92939UAH9MS_27 P 2022-09-22 2025-09-27
SOUTHERN CO5.15000% 10/6/2025 842587DM6AO_06 P 2022-10-03 2025-10-06
LAMAR ADVERTISING COMPANYCL A P 2023-06-14 2025-09-24
VICI PROPERTIES INC P 2020-08-19 2025-12-15
(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 4,602     4,602
b 3     3
c 6     6
d 3     3
e 1     1
1     1
3     3
2     2
9     9
2     2
1     1
3     3
2     2
9     9
2     2
1     1
3     3
33,256     33,256
13,666     13,666
5,972     5,972
30,919     30,919
13,171     13,171
7,085     7,085
2     2
9     9
2     2
5   5 0
5   5 0
28   28 0
5   5 0
4   4 0
4   4 0
28   28 0
5   5 0
4   4 0
4   4 0
28   28 0
5   5 0
4   4 0
4   4 0
28   28 0
12     12
65     65
3     3
119     119
9,364   6,012 3,352
1,432   1,524 -92
15,175   16,872 -1,697
12,223   14,626 -2,403
3,141   2,690 451
18,146   15,531 2,615
5,468   4,085 1,383
17,770   14,999 2,771
2,189   2,332 -143
5,472   6,347 -875
1,824   2,232 -408
5,967   6,365 -398
7,918   6,149 1,769
21,313   16,597 4,716
6,910   3,911 2,999
13,016   5,894 7,122
3,027   993 2,034
27,038   12,414 14,624
16,393   13,520 2,873
6,347   2,161 4,186
1,154   397 757
15,767   8,668 7,099
9,513   6,012 3,501
10,516   2,055 8,461
6,282   5,753 529
15,704   1,728 13,976
19,063   17,473 1,590
28,296   5,648 22,648
26,702   8,985 17,717
5,563   3,189 2,374
4,450   1,417 3,033
4,450   1,738 2,712
11,901   4,584 7,317
2,957   2,605 352
1,824   2,264 -440
9,119   11,292 -2,173
8,951   10,715 -1,764
22,965   7,089 15,876
1,186   848 338
20,761   12,690 8,071
23,463   16,808 6,655
1,496   1,719 -223
1,745   1,881 -136
5,735   7,090 -1,355
1,247   1,547 -300
1,247   1,472 -225
2,493   2,941 -448
1,247   1,596 -349
1,247   1,079 168
2,493   2,198 295
1,247   1,266 -19
20,101   16,906 3,195
10,932   2,750 8,182
27,583   4,463 23,120
12,482   11,470 1,012
8,415   5,545 2,870
19,634   11,925 7,709
7,199   4,349 2,850
7,199   4,337 2,862
37,163   8,128 29,035
7,433   2,503 4,930
49,550   10,469 39,081
21,245   3,436 17,809
2,239   2,211 28
7,465   5,912 1,553
1,120   1,134 -14
11,570   8,836 2,734
39,469   3,406 36,063
11,934   8,410 3,524
9,109   3,159 5,950
3,644   1,269 2,375
12,110   11,844 266
8,599   2,374 6,225
13,638   10,445 3,193
13,780   7,431 6,349
2,163   119 2,044
39,707   1,647 38,060
13,307   2,031 11,276
8,951   1,099 7,852
15,546   1,075 14,471
11,366   904 10,462
14,573   13,945 628
14,573   13,947 626
9,720   9,125 595
9,965   10,000 -35
9,985   9,976 9
10,005   10,000 5
9,605   8,950 655
14,498   16,243 -1,745
854   984 -130
182   206 -24
868   995 -127
908   1,041 -133
872   992 -120
771   874 -103
715   816 -101
795   913 -118
690   777 -87
750   856 -106
843   965 -122
736   846 -110
663   760 -97
856   984 -128
13,931   12,563 1,368
4,658   4,188 470
14,623   14,903 -280
15,000   14,989 11
15,000   14,968 32
12,329   9,614 2,715
11,695   8,144 3,551
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       4,602
b       3
c       6
d       3
e       1
      1
      3
      2
      9
      2
      1
      3
      2
      9
      2
      1
      3
      33,256
      13,666
      5,972
      30,919
      13,171
      7,085
      2
      9
      2
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      12
      65
      3
      119
      3,352
      -92
      -1,697
      -2,403
      451
      2,615
      1,383
      2,771
      -143
      -875
      -408
      -398
      1,769
      4,716
      2,999
      7,122
      2,034
      14,624
      2,873
      4,186
      757
      7,099
      3,501
      8,461
      529
      13,976
      1,590
      22,648
      17,717
      2,374
      3,033
      2,712
      7,317
      352
      -440
      -2,173
      -1,764
      15,876
      338
      8,071
      6,655
      -223
      -136
      -1,355
      -300
      -225
      -448
      -349
      168
      295
      -19
      3,195
      8,182
      23,120
      1,012
      2,870
      7,709
      2,850
      2,862
      29,035
      4,930
      39,081
      17,809
      28
      1,553
      -14
      2,734
      36,063
      3,524
      5,950
      2,375
      266
      6,225
      3,193
      6,349
      2,044
      38,060
      11,276
      7,852
      14,471
      10,462
      628
      626
      595
      -35
      9
      5
      655
      -1,745
      -130
      -24
      -127
      -133
      -120
      -103
      -101
      -118
      -87
      -106
      -122
      -110
      -97
      -128
      1,368
      470
      -280
      11
      32
      2,715
      3,551
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 2 572,015
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 8,470
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 8,470
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 8,470
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,829
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 1,829
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 6,641
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)
WI
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 ofREILLY PENNER & BENTON LLP Telephone no. (414) 271-7800

Located at1233 N MAYFAIR ROAD STE 302MILWAUKEEWI ZIP+453226
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
J LEWIS PERLSON TRUSTEE
2.00 		15,000 0 0
790 N WATER STREET SUITE 2500
MILWAUKEE,WI53202
JAMES C BOURNE TRUSTEE
1.50 		15,000 0 0
418 MATTERHORN DR
VERONA,WI53593
RICHARD P BOURNE TRUSTEE
2.00 		15,000 0 0
110 INEICHEN DRIVE
VERONA,WI53593
GREGORY A JESKE TRUSTEE
3.50 		15,000 0 0
3810 S MARCY ST
MILWAUKEE,WI53220
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
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 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,668,302
b
Average of monthly cash balances.......................
1b
163,042
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,831,344
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,831,344
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,470
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,788,874
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
139,444
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
139,444
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,470
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,470
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
130,974
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
130,974
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
130,974
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
170,375
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
170,375
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 7 130,974
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...... 5,352
b From 2021...... 13,188
c From 2022...... 21,599
d From 2023...... 28,487
e From 2024...... 51,223
f Total of lines 3a through e ........ 119,849
4Qualifying distributions for 2025 from Part
XI, line 4: $ 170,375
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..... 130,974
e Remaining amount distributed out of corpus 39,401
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 5 159,250
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) ... 		5,352
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		153,898
10 Analysis of line 9:
a Excess from 2021 .... 13,188
b Excess from 2022 .... 21,599
c Excess from 2023 .... 28,487
d Excess from 2024 .... 51,223
e Excess from 2025 .... 39,401
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

AMERICAN RED CROSS

1586 N 6TH STREET
MILWAUKEE,WI53212 		N/A   SUPPORT FOR 2025 5,000

BADGER BOYS STATE

PO BOX 388
PORTAGE,WI53901 		N/A   SUPPORT FOR 2025 2,500

BOYS & GIRLS CLUB OF GREATER MILWAUKEE

1558 N 6TH ST
MILWAUKEE,WI53212 		N/A   SUPPORT FOR 2025 2,500

DISCOVERY WORLD

500 N HARBOR DR
MILWAUKEE,WI53202 		N/A   SUPPORT FOR 2025 5,000

FEEDING AMERICA EASTERN WISCONSIN

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		N/A   SUPPORT FOR 2025 5,000

HOPE CENTER

502 N EAST AVENUE
WAUKESHA,WI53186 		N/A   SUPPORT FOR 2025 5,000

HUNGER TASK FORCE INC

201 S HAWLEY COURT
MILWAUKEE,WI53214 		N/A   SUPPORT FOR 2025 5,000

JUNIOR ACHIEVEMENT WOMEN'S ASSOC

6924 N PORT WASHINGTON ROAD
MILWAUKEE,WI53217 		N/A   SUPPORT FOR 2025 1,000

KIDS MATTER INC

11850 N DR MLK JR DR STE 202
MILWAUKEE,WI53212 		N/A   SUPPORT FOR 2025 5,000

MEDICAL COLLEGE OF WISCONSIN

8701 W WATERTOWN PLANK RD
MILWAUKEE,WI53226 		N/A   SUPPORT FOR 2025 35,000

MILWAUKEE HOMELESS VETERANS INITIATIVE INC

PO BOX 341236
MILWAUKEE,WI53219 		N/A   SUPPORT FOR 2025 5,000

MILWAUKEE PUBLIC LIBRARY FOUNDATION

814 W WISCONSIN AVENUE
MILWAUKEE,WI53233 		N/A   SUPPORT FOR 2025 15,000

MILWAUKEE RESCUE MISSION

830 N 19TH ST
MILWAUKEE,WI53233 		N/A   SUPPORT FOR 2025 5,000

NEIGHBORHOOD HOUSE

2819 W RICHARDSON PL
MILWAUKEE,WI53208 		N/A   SUPPORT FOR 2025 2,500

SALVATION ARMY

11315 W WATERTOWN PLANK ROAD
WAUWATOSA,WI53226 		N/A   SUPPORT FOR 2025 5,000

SECURE FUTURES

7710 N PLANKINTON AVE STE 1400
MILWAUKEE,WI53203 		N/A   SUPPORT FOR 2025 5,000

SOJOURNER FAMILY PEACE CENTER

PO BOX 080319
MILWAUKEE,WI53208 		N/A   SUPPORT FOR 2025 10,000

SONOMA VALLEY MENTORING ALLIANCE

276 EAST NAPA ST
SONOMA,CA95476 		N/A   SUPPORT FOR 2025 10,000

THE CATHEDRAL CENTER

845 NORTH VAN BUREN
MILWAUKEE,WI53202 		N/A   SUPPORT FOR 2025 5,000

THE WOMEN'S CENTER

505 N EAST AVE
WAUKESHA,WI53186 		N/A   SUPPORT FOR 2025 2,500

WAR MEMORIAL CENTER

750 N LINCOLN MEMORIAL DRIVE
MILWAUKEE,WI53202 		N/A   SUPPORT FOR 2025 2,000
Total ................................. 3a 138,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,021  
4 Dividends and interest from securities ....     14 82,760  
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 .....     18 4,835  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 572,015  
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) .. 0 662,631 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
662,631
(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:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX SERVICES 4,750 2,375   2,375

TY 2025 AllOthProgRltdInvestmentsSch
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount
N/A 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR BNB BOND ZERO CPN 0.00000% - PAR VALUE 15,000 13,969 14,843
AMERICAN TOWER CORP NOTE CALL MAKE WHOLE - 10,000 SHARES 9,983 10,439
BAIN CAP SPECIALTY NOTE 2.55% 10/13/2026 - 15,000 PAR VALUE 12,854 14,766
DARDEN RESTAURANTS INC NOTE 6.3% - 10,000 SHARES 9,932 10,853
ENTERPRISE PRODS OPER LLC 7.53807% 6/1/2067 - PAR VALUE 10000 8,000 9,925
FOX CORP NOTE CALL MAKE WHOLE 6.5% - 10,000 SHARES 9,920 11,024
GRIFFIN CORP NOTE 5.75% 3/1/2028 - 15,000 PAR VALUE 14,175 15,029
HERCULES CAPTIAL INC 2.625% 9/16/2026 - PAR VALUE 15000 12,777 14,796
HILTON DOMESTIC OPER CO INC SER B NOTE - PAR VALUE 15,000 14,351 15,051
HYATT HOTELS CORP NOTE CALL MAKE WHOLE - 10,000 SHARES 9,998 10,154
KENNEDY WILSON INC 4.75% 2/1/1930 - PAR VALUE 25000 25,154 23,563
KENNEDY WILSON INC 5% 3/1/1931 - PAR VALUE 25000 25,297 23,512
LENNOX INTL INC NOT CALL MAKE WHOLE - 10,000 SHARES 9,990 10,319
MAIN STR CAP CORP NOTE CALL MAKE WHOLE 6.95000% - PAR VALUE 10,000 9,987 10,440
MARRIOT VACATIONS WORLDWIDE CORP BOND - PAR VALUE 25,000 22,113 23,750
MGM RESORTS INTERNATIONAL NOTE 6.12500% - PAR VALUE 10,000 10,000 10,277
MGM RESORTS INTERNATIONAL NOTE 6.50000% - PAR VALUE 15,000 14,981 15,455
MOHAWK INDS INC NOTE CALL MAKE WHOLE - 10,000 SHARES 9,999 10,401
RHP HOTEL PPTY/RHP FINANCE NOTE - PAR VALUE 10,000 9,900 9,959
TANGER PPTYS LTD PARTNERSHIP NOTE - 15,000 SHARES 10,910 13,574
HF SINCLAIR CORP NOTE CALL MAKE WHOLE 5.75000% 14,972 15,500
JPMORGAN CHASE & CO SER U BOND 5.06544% 16,526 18,580
NATIONAL FUEL GAS CO NOTE CALL MAKE WHOLE 5.50000% 24,994 25,781
NATIONAL FUEL GAS CO NOTE CALL MAKE WHOLE 5.95000% 24,918 26,132
WARNER MEDIA HLDGS INC SER B NOTE 4.27900% 12,075 12,345

TY 2025 InvestmentsCorpStockSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Name of Stock End of Year Book Value End of Year Fair Market Value
AGNICO EAGLE MINES LTD - 250 SHARES 9,492 33,904
ALLIANT ENERGY CORP COM - 225 SHARES 11,531 14,627
ALLSTATE CORP COM OUSD0.01 - 75 SHARES 11,928 15,611
AMERICAN ELECTRIC POWER CO - 125 SHARES 9,887 14,414
AMERICAN INTERNATIONAL GROUP INC - 175 SHARES 12,916 14,971
ARTISAN INTERNATL INVESTOR CLASS - 6,628.372 SHARES 178,571 197,923
ASTRAZENECA - 225 SHARES 8,050 20,684
BAE SYSTEMS PLC SPONSORED ADR - 175 SHARES 12,201 16,254
BRIXMOR PROPERTY GROUP INC. - 425 SHARES 11,420 11,144
CENTERPOINT ENERGY INC - 375 SHARES 6,630 14,378
CHEVRON CORP - 75 SHARES 7,887 11,431
CME GROUP INC - 50 SHARES 8,507 13,654
CONOCOPHILLIPS COM - 100 SHARES 9,962 9,361
CRH ORD EUR .32 - 275 SHARES 12,996 34,320
EMERSON ELECTRIC CO. - 150 SHARES 12,360 19,908
EQUITY LIFESTYLE PROPERTIES INC - 200 SHARES 13,284 12,122
EXPAND ENERGY CORPORATION COMMON STOCK - 125 SHARES 11,192 13,795
HOME DEPOT INC - 40 SHARES 8,708 13,764
INTERNATIONAL BUS MACH CORP COMN USD0.20 - 75 SHARES 13,791 22,216
JPMORGAN CHASE - 100 SHARES 5,057 32,222
MCDONALDS CORP - 50 SHARES 8,384 15,282
MDU RESOURCES GROUP INC COM - 400 SHARES 4,500 7,808
MERCK & CO INC. - 125 SHARES 11,837 13,158
MICROSOFT CORP - 65 SHARES 1,841 31,435
MORGAN STANLEY COM - 150 SHARES 13,015 26,630
NEUBERGER BERMAN GENESIS FUND INST CL - 1,585.078 SHARES 94,349 85,309
NEUBERGER BERMAN INTRINSIC VALUE INST - 5,796.217 SHARES 96,568 141,833
NEUBERGER BERMAN LARGE CAP GRWTH - 8,347.314 SHARES 200,142 280,266
NEUBERGER BERMAN LARGE CAP VALUE INST - 5,651.018 SHARES 232,244 287,467
NEUBERGER BERMAN SMALL CAP GRWTH INST - 2,051.714 SHARES 91,987 112,784
NEUBERGER BERMAN STRATEGIC INC INSTL - 42.264.273 SHARES 430,461 429,770
NEXTERA ENERGY INC - 150 SHARES 3,218 12,042
NISOURCE INC - 200 SHARES 1,834 8,352
NOBLE CORPORATION PLC COM USD0.0001 CL A - 225 SHARES 10,037 6,354
PROCTER & GAMBLE - 75 SHARES 8,925 10,748
PROLOGIS INC - 125 SHARES 4,311 15,958
RIO TINTO - 175 SHARES 7,749 14,005
ROCHE HOLDINGS ADR - 350 SHARES 14,657 18,050
SINGAPORE TELECOMMUNICATIONS ADR - 475 SHARES 9,479 16,820
SOUTHERN COPPER CORP - 101 SHARES 7,957 14,777
SOUTHWEST GAS HLDGS INC COM - 200 SHARES 14,649 16,004
TEXAS INSTRUMENTS INC - 125 SHARES 6,693 21,686
TRITON INTL LTD - 500 SHARES 11,524 12,808
UGI CORP - 350 SHARES 10,122 13,101
WATSCO INC - 50 SHARES 7,328 16,848
WILLIAMS COS INC - 300 SHARES 6,888 18,033
ABBOTT LABRATORIES 14,260 15,661
ALGONQUIN PWR UTILS CORP COM ISIN 15,274 17,374
HERSEY COMPANY COM USD1.00 12,793 13,649
NEUBERGER BERMAN ETF TRUST CORE EQUITY 730,917 797,203
VENTAS INC 13,584 15,476
WARNER MUSIC GROUP CORP COM CL A 13,874 15,335

TY 2025 OtherAssetsSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST PURCHASED 43 0 0


TY 2025 OtherExpensesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 88 88   0


TY 2025 OtherIncomeSchedule2
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER 4,835 4,835 4,835


TY 2025 OtherProfessionalFeesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NEUBERGER BERMAN - INVESTMENT MANAGEMENT FEES 20,455 20,455   0


TY 2025 TaxesSchedule
Name:
STELLA H JONES FOUNDATION
EIN:
39-6630656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD ON DIVIDEND INCOME 329 329   0