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
TCH BAULCH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 919798
  Room/suite
City or town
ORLANDO
State or province
FL
Country  
ZIP or foreign postal code
328919798
A Employer identification number

62-6233587
B Telephone number (see instructions)

8042737445
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)$4,744,042J 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      
4 Dividends and interest from securities... 103,835 103,835  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 880,411
b Gross sales price for all assets on line 6a 2,993,066
7 Capital gain net income (from Part IV, line 2)... 880,411
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 984,246 984,246  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,128 12,564   12,564
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,149 1,149   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,396 1,151   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14 14    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,187 14,878 0 15,064
25 Contributions, gifts, grants paid....... 202,000 202,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 236,187 14,878 0 217,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 748,059
b Net investment income (if negative, enter -0-) 969,368
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,414    
2 Savings and temporary cash investments......... 206,408 216,490 216,490
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 908,575    
c Investments—corporate bonds (attach schedule)....... 1,128,985 Click to see attachment
List of Attached Documents:
// Content
1,118,945 		1,167,428
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,224,724 Click to see attachment
List of Attached Documents:
// Content
2,882,334 		3,360,124
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,470,106 4,217,769 4,744,042
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,470,106 4,217,769
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,470,106 4,217,769
30 Total liabilities and net assets/fund balances (see instructions). 3,470,106 4,217,769
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
3,470,106
2
Enter amount from Part I, line 27a .....................
2
748,059
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
810
4
Add lines 1, 2, and 3 ..........................
4
4,218,975
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,206
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,217,769
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 25000. OKLAHOMA ST TURNPIK 0.904% 1/01/25   2024-08-06 2025-01-01
b 28. APPLE COMPUTER CORPORATION COMMON   2024-08-07 2025-01-10
c 63. APPLE COMPUTER CORPORATION COMMON     2025-01-10
d 12000. FNMA 0.875% 8/05/30   2023-10-11 2025-01-14
e 82. ANALOG DEVICES INC     2025-01-31
16. MERCK & CO INC     2025-01-31
193. MERCK & CO INC     2025-01-31
179. ARCH CAPITAL GROUP LTD     2025-01-31
14000. BANK OF AMER CRP MTN 3.875% 8/01/25     2025-02-06
11000. U.S. TREASURY NOTES 1.500% 2/15/30   2023-10-11 2025-02-06
12. FACEBOOK INC CL A     2025-02-21
10. REGENERON PHARMACEUTICALS INC   2024-10-03 2025-02-21
5000. U.S. TREASURY NOTES 1.625% 5/15/26     2025-03-04
9000. U.S. TREASURY NOTES 4.625% 2/28/26   2024-08-16 2025-03-04
7000. U.S. TREASURY NOTES 4.625% 2/28/26   2024-08-16 2025-03-04
289. CHIPOTLE MEXICAN GRILL INC     2025-03-10
30. NETFLIX INC   2023-05-26 2025-03-10
353. VONTIER CORP     2025-03-10
20000. NEW YORK ST URBAN 1.080% 3/15/25   2022-07-05 2025-03-15
100.64 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-03-25
4000. BLACKSTONE PRIVATE 6.000% 1/29/32   2025-01-22 2025-03-28
5000. FEDERAL REALTY INVT 3.500% 6/01/30   2023-10-05 2025-03-28
6000. FIDELITY NATL FINL 2.450% 3/15/31   2023-10-11 2025-03-28
5000. HUNTINGTON BANC V-D 5.272% 1/15/31   2024-11-12 2025-03-28
9000. JEFFERIES FIN GROUP 6.200% 4/14/34   2024-04-11 2025-03-31
10000. U.S. TREASURY NOTES 4.625% 5/31/31     2025-04-09
4365.297 ABBEY CAPITAL FUTURES STRATEGY-I   2024-11-05 2025-04-23
3184.661 ABBEY CAPITAL FUTURES STRATEGY-I   2021-08-26 2025-04-23
85.26 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-04-25
2. APPLIED MATERIALS   2025-04-23 2025-05-02
75. APPLIED MATERIALS   2020-11-11 2025-05-02
3. BERKLEY W R CORP   2025-04-23 2025-05-02
89. BERKLEY W R CORP   2022-12-12 2025-05-02
75. CMS ENERGY CORP     2025-05-02
91. DIAMONDBACK ENERGY INC     2025-05-02
75. ENTERGY CORP COMMON     2025-05-02
9. TARGA RESOURCES   2025-04-23 2025-05-02
11. TARGA RESOURCES   2023-08-10 2025-05-02
3. UNITED HEALTH GROUP INC   2025-04-23 2025-05-02
26. UNITED HEALTH GROUP INC   2020-11-11 2025-05-02
171. GLOBUS MEDICAL INC     2025-05-16
26. PALO ALTO NETWORKS INC     2025-05-16
6. QUANTA SERVICES INC COMMON   2025-04-23 2025-05-16
7. QUANTA SERVICES INC COMMON   2020-11-11 2025-05-16
2. VERTEX PHARMACEUTICALS INC   2025-04-23 2025-05-16
7. VERTEX PHARMACEUTICALS INC   2022-12-12 2025-05-16
257.66 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-05-25
9000. U.S. TREASURY NOTES 1.625% 5/15/26   2023-06-02 2025-05-28
10000. WASTE MANAGEMENT INC 4.625% 2/15/33   2023-10-05 2025-05-28
9000. BP CAP MKTS AMER 3.119% 5/04/26     2025-05-30
10000. SHELL FINANCE US INC 2.375% 11/07/29   2024-10-09 2025-05-30
15000. YELLOWSTONE CNTY MT 0.990% 6/15/25   2022-07-11 2025-06-15
145.53 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-06-25
11. BELLRING BRANDS INC   2025-04-23 2025-06-26
222. BELLRING BRANDS INC     2025-06-26
10. EASTMAN CHEM CO   2024-08-07 2025-06-26
152. EASTMAN CHEM CO     2025-06-26
2. LPL FINANCIAL HOLDINGS INC   2025-04-23 2025-06-26
5. LPL FINANCIAL HOLDINGS INC     2025-06-26
5. MOHAWK IND INC COMMON   2025-04-23 2025-06-26
104. MOHAWK IND INC COMMON     2025-06-26
9000. KINDER MORGAN INC 4.300% 3/01/28   2023-10-11 2025-07-02
9000. MORGAN STANLEY MTN 4.000% 7/23/25     2025-07-23
122.74 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-07-25
5000. U.S. TREASURY NOTES 5.000% 8/31/25   2025-06-30 2025-07-31
3. INTUITIVE SURGICAL INC   2025-04-23 2025-08-01
31. INTUITIVE SURGICAL INC   2023-06-15 2025-08-01
5000. ARES CAPITAL CORP 5.800% 3/08/32   2025-04-09 2025-08-12
10000. PUBLIC SERVICE 0.800% 8/15/25     2025-08-15
82.57 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-08-25
9000. U.S. TREASURY NOTES 5.000% 8/31/25   2025-06-30 2025-08-28
30. AMAZON COM INC COM   2020-11-11 2025-08-29
2. EQUINIX INC REIT   2025-04-23 2025-08-29
13. EQUINIX INC REIT     2025-08-29
13. ELI LILLY & CO     2025-08-29
29. VERTEX PHARMACEUTICALS INC     2025-08-29
5000. U.S. TREASURY NOTES 1.625% 5/15/31   2023-10-11 2025-09-08
3000. U.S. TREASURY NOTES 4.000% 2/15/34   2024-02-14 2025-09-08
383.411 EATON VANCE-ATLANTA SMID-R6   2025-01-16 2025-09-12
4669.339 EATON VANCE-ATLANTA SMID-R6     2025-09-12
14000. SCHLUMBERGER FIN CA 1.400% 9/17/25     2025-09-17
14000. COMCAST CORP 3.950% 10/15/25     2025-09-22
9000. U.S. TREASURY NOTES 4.000% 2/15/34     2025-09-24
211. CMS ENERGY CORP   2024-07-12 2025-09-25
120.81 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-09-25
1. BOOKING HOLDINGS INC   2023-03-03 2025-10-09
438. COTERRA ENERGY INC   2025-05-02 2025-10-09
43. SALESFORCE INC   2025-05-02 2025-10-09
19000. U.S. TREASURY NOTES 4.250% 10/15/25   2025-08-29 2025-10-15
161.38 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-10-25
216. BERKLEY W R CORP     2025-11-06
3. CARLISLE COS INC   2025-04-23 2025-11-06
48. CARLISLE COS INC     2025-11-06
2000. ISHARES CORE DIVIDEND GROWTH ETF   2022-05-26 2025-11-06
594. MOSAIC CO     2025-11-06
7000. U.S. TREASURY NOTES 1.875% 2/15/32   2023-10-11 2025-11-20
8000. U.S. TREASURY NOTES 4.125% 11/15/32   2023-10-11 2025-11-20
7000. U.S. TREASURY NOTES 4.125% 11/15/32   2025-03-31 2025-11-20
1000. U.S. TREASURY NOTES 4.125% 11/15/32   2023-10-11 2025-11-20
307.17 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-11-25
104. ABBVIE INC     2025-11-26
291. ALPHABET INC CL C     2025-11-26
1. ALPHABET INC CL A   2025-04-23 2025-11-26
85. ALPHABET INC CL A   2020-11-11 2025-11-26
12. AMAZON COM INC COM   2025-04-23 2025-11-26
347. AMAZON COM INC COM     2025-11-26
18. AMERISOURCEBERGEN CORP. COMMON     2025-11-26
54. AMERISOURCEBERGEN CORP. COMMON   2024-04-15 2025-11-26
4. APPLE COMPUTER CORPORATION COMMON   2025-04-23 2025-11-26
356. APPLE COMPUTER CORPORATION COMMON     2025-11-26
181. ARISTA NETWORKS INC     2025-11-26
281. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089     2025-11-26
6. BANK OF NEW YORK MELLON CORP   2025-04-23 2025-11-26
225. BANK OF NEW YORK MELLON CORP   2023-03-03 2025-11-26
2. BLACKROCK INC   2025-04-23 2025-11-26
19. BLACKROCK INC     2025-11-26
1. BOOKING HOLDINGS INC   2025-04-23 2025-11-26
3. BOOKING HOLDINGS INC   2023-03-03 2025-11-26
16. BROADCOM INC   2025-04-23 2025-11-26
191. BROADCOM INC   2023-05-26 2025-11-26
85. CAPITAL ONE FINL CORP     2025-11-26
292. CISCO SYSTEMS     2025-11-26
65. CORE & MAIN INC CL A     2025-11-26
204. CORE & MAIN INC CL A     2025-11-26
2. COSTCO WHOLESALE CORP   2025-04-23 2025-11-26
24. COSTCO WHOLESALE CORP     2025-11-26
21. CROWDSTRIKE HOLDINGS INC CL A   2025-10-09 2025-11-26
2. ECOLABS INC   2025-04-23 2025-11-26
63. ECOLABS INC   2023-07-14 2025-11-26
47. ENTERGY CORP COMMON   2025-11-06 2025-11-26
252. ENTERGY CORP COMMON     2025-11-26
335. EVERGY INC     2025-11-26
3. FACEBOOK INC CL A   2025-04-23 2025-11-26
77. FACEBOOK INC CL A     2025-11-26
5. HCA HOLDINGS INC   2025-04-23 2025-11-26
45. HCA HOLDINGS INC     2025-11-26
2. INTERNATIONAL BUSINESS MACHINES CORP   2025-04-23 2025-11-26
98. INTERNATIONAL BUSINESS MACHINES CORP   2024-07-12 2025-11-26
2. J.P. MORGAN CHASE & CO.   2025-04-23 2025-11-26
177. J.P. MORGAN CHASE & CO.     2025-11-26
113. JOHNSON & JOHNSON     2025-11-26
3. JONES LANG LASALLE INC   2025-04-23 2025-11-26
60. JONES LANG LASALLE INC     2025-11-26
46. LPL FINANCIAL HOLDINGS INC     2025-11-26
223. LAM RESEARCH CORPORATION     2025-11-26
2. ELI LILLY & CO   2025-04-23 2025-11-26
25. ELI LILLY & CO     2025-11-26
7. MICROSOFT CORPORATION   2025-04-23 2025-11-26
243. MICROSOFT CORPORATION     2025-11-26
126. NVIDIA CORP     2025-11-26
776. NVIDIA CORP     2025-11-26
145. OSHKOSH TRUCK CORP   2025-11-06 2025-11-26
2. PNC BANK CORP COM   2025-04-23 2025-11-26
99. PNC BANK CORP COM     2025-11-26
4. PALO ALTO NETWORKS INC   2025-04-23 2025-11-26
104. PALO ALTO NETWORKS INC     2025-11-26
2. PARKER HANNIFIN CORP   2025-04-23 2025-11-26
22. PARKER HANNIFIN CORP   2024-05-10 2025-11-26
5. PHILIP MORRIS INTERNATIONAL   2025-04-23 2025-11-26
180. PHILIP MORRIS INTERNATIONAL     2025-11-26
45. PHILLIPS 66     2025-11-26
99. PHILLIPS 66     2025-11-26
29. PROGESSIVE CORP., OHIO COMMON     2025-11-26
79. PROGESSIVE CORP., OHIO COMMON   2024-03-08 2025-11-26
61. QUANTA SERVICES INC COMMON   2020-11-11 2025-11-26
30. RTX CORPORATION   2025-04-23 2025-11-26
173. RTX CORPORATION     2025-11-26
22. SERVICENOW INC     2025-11-26
187. TAPESTRY INC   2025-06-26 2025-11-26
105. TARGA RESOURCES   2023-08-10 2025-11-26
85. TESLA MOTORS INC     2025-11-26
100. TWILIO INC CL A   2025-05-16 2025-11-26
4. UNION PAC CORP   2025-04-23 2025-11-26
67. UNION PAC CORP     2025-11-26
1490. VALE S.A. SPONS ADR     2025-11-26
457. VERIZON COMMUNICATIONS INC     2025-11-26
57. VERTIV HOLDINGS LLC CL A   2025-11-06 2025-11-26
4. VISA INC   2025-04-23 2025-11-26
95. VISA INC     2025-11-26
7. WAL MART STORES INCORPORATED   2025-04-23 2025-11-26
301. WAL MART STORES INCORPORATED     2025-11-26
295. WELLS FARGO COMPANY     2025-11-26
160. APTIV PLC   2025-08-29 2025-11-26
128. MEDTRONIC PLC     2025-11-26
142. MEDTRONIC PLC   2024-10-30 2025-11-26
4. TRANE TECHNOLOGIES PLC   2025-04-23 2025-11-26
58. TRANE TECHNOLOGIES PLC     2025-11-26
10000. U.S. TREASURY NOTES 2.000% 11/15/26     2025-12-03
317.57 FHLMC SER 5502 CMO 5.500% 2/25/55   2025-02-06 2025-12-25
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,000   24,578 422
b 6,605   5,941 664
c 14,861   8,555 6,306
d 9,807   9,280 527
e 17,504   12,400 5,104
1,592   1,818 -226
19,204   14,547 4,657
16,645   8,656 7,989
13,963   14,047 -84
9,630   9,139 491
8,393   3,604 4,789
6,963   10,325 -3,362
4,861   4,686 175
9,044   9,049 -5
7,034   7,038 -4
14,413   9,145 5,268
26,228   11,101 15,127
11,619   9,665 1,954
20,000   18,802 1,198
101   100 1
3,966   3,939 27
4,661   4,230 431
5,155   4,648 507
5,043   5,003 40
9,153   8,986 167
10,241   10,280 -39
45,879   47,800 -1,921
33,471   38,311 -4,840
85   85  
310   292 18
11,630   5,317 6,313
216   213 3
6,417   4,382 2,035
5,451   4,777 674
12,328   17,673 -5,345
6,290   4,348 1,942
1,450   1,567 -117
1,772   927 845
1,192   1,308 -116
10,332   9,190 1,142
10,229   15,410 -5,181
4,996   4,489 507
2,039   1,697 342
2,379   460 1,919
866   988 -122
3,031   2,189 842
258   257 1
8,782   8,386 396
9,838   9,175 663
8,895   8,807 88
9,225   9,202 23
15,000   13,933 1,067
146   145 1
629   823 -194
12,688   13,081 -393
763   963 -200
11,596   15,448 -3,852
722   625 97
1,805   1,283 522
514   541 -27
10,691   10,101 590
8,991   8,464 527
9,000   9,040 -40
123   122 1
5,002   5,005 -3
1,443   1,505 -62
14,912   10,171 4,741
5,021   4,826 195
10,000   9,120 880
83   82 1
8,998   9,009 -11
6,964   4,668 2,296
1,570   1,637 -67
10,205   10,408 -203
9,500   9,919 -419
11,354   8,784 2,570
4,485   4,065 420
3,018   2,932 86
15,781   16,525 -744
192,190   188,339 3,851
14,000   13,117 883
14,000   14,119 -119
8,988   8,754 234
14,884   12,960 1,924
121   120 1
5,192   2,620 2,572
10,208   11,228 -1,020
10,497   11,795 -1,298
19,000   19,005 -5
161   161  
16,137   10,616 5,521
958   1,098 -140
15,322   7,088 8,234
135,252   101,889 33,363
15,073   20,796 -5,723
6,255   5,694 561
8,130   7,720 410
7,113   7,009 104
1,016   965 51
307   306 1
23,627   21,578 2,049
92,790   27,498 65,292
319   157 162
27,080   7,435 19,645
2,753   2,212 541
79,604   49,068 30,536
6,661   4,669 1,992
19,983   12,714 7,269
1,113   826 287
99,055   42,557 56,498
23,125   19,730 3,395
26,314   21,729 4,585
670   472 198
25,143   11,551 13,592
2,092   1,828 264
19,875   13,907 5,968
4,905   4,775 130
14,714   7,860 6,854
6,366   2,883 3,483
75,997   15,194 60,803
18,587   16,389 2,198
22,231   18,430 3,801
3,134   3,775 -641
9,836   11,998 -2,162
1,822   1,962 -140
21,859   8,459 13,400
10,548   10,685 -137
551   479 72
17,370   11,840 5,530
4,542   4,516 26
24,352   12,936 11,416
25,854   23,748 2,106
1,902   1,585 317
48,820   22,000 26,820
2,576   1,682 894
23,188   11,545 11,643
608   495 113
29,806   17,909 11,897
615   491 124
54,442   27,600 26,842
23,401   19,876 3,525
1,000   671 329
20,006   13,678 6,328
16,324   11,382 4,942
34,722   21,404 13,318
2,211   1,669 542
27,632   15,549 12,083
3,403   2,652 751
118,144   54,169 63,975
22,692   14,845 7,847
139,755   32,195 107,560
18,554   18,109 445
386   320 66
19,108   14,617 4,491
740   684 56
19,239   12,286 6,953
1,729   1,196 533
19,019   12,336 6,683
784   840 -56
28,231   21,621 6,610
6,106   6,112 -6
13,432   10,394 3,038
6,650   7,305 -655
18,117   15,546 2,571
28,062   4,008 24,054
5,215   3,652 1,563
30,075   14,897 15,178
17,681   22,404 -4,723
20,832   16,070 4,762
18,292   8,847 9,445
36,063   20,218 15,845
12,831   11,582 1,249
927   885 42
15,520   13,595 1,925
18,662   17,212 1,450
18,627   21,220 -2,593
9,925   10,410 -485
1,339   1,357 -18
31,807   19,989 11,818
765   667 98
32,889   13,581 19,308
25,371   23,224 2,147
12,349   12,742 -393
13,473   11,556 1,917
14,946   12,827 2,119
1,686   1,384 302
24,454   8,428 16,026
9,851   9,524 327
318   317 1
      37
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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       422
b       664
c       6,306
d       527
e       5,104
      -226
      4,657
      7,989
      -84
      491
      4,789
      -3,362
      175
      -5
      -4
      5,268
      15,127
      1,954
      1,198
      1
      27
      431
      507
      40
      167
      -39
      -1,921
      -4,840
       
      18
      6,313
      3
      2,035
      674
      -5,345
      1,942
      -117
      845
      -116
      1,142
      -5,181
      507
      342
      1,919
      -122
      842
      1
      396
      663
      88
      23
      1,067
      1
      -194
      -393
      -200
      -3,852
      97
      522
      -27
      590
      527
      -40
      1
      -3
      -62
      4,741
      195
      880
      1
      -11
      2,296
      -67
      -203
      -419
      2,570
      420
      86
      -744
      3,851
      883
      -119
      234
      1,924
      1
      2,572
      -1,020
      -1,298
      -5
       
      5,521
      -140
      8,234
      33,363
      -5,723
      561
      410
      104
      51
      1
      2,049
      65,292
      162
      19,645
      541
      30,536
      1,992
      7,269
      287
      56,498
      3,395
      4,585
      198
      13,592
      264
      5,968
      130
      6,854
      3,483
      60,803
      2,198
      3,801
      -641
      -2,162
      -140
      13,400
      -137
      72
      5,530
      26
      11,416
      2,106
      317
      26,820
      894
      11,643
      113
      11,897
      124
      26,842
      3,525
      329
      6,328
      4,942
      13,318
      542
      12,083
      751
      63,975
      7,847
      107,560
      445
      66
      4,491
      56
      6,953
      533
      6,683
      -56
      6,610
      -6
      3,038
      -655
      2,571
      24,054
      1,563
      15,178
      -4,723
      4,762
      9,445
      15,845
      1,249
      42
      1,925
      1,450
      -2,593
      -485
      -18
      11,818
      98
      19,308
      2,147
      -393
      1,917
      2,119
      302
      16,026
      327
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 880,411
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 13,474
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 13,474
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 13,474
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,268
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,268
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 11,206
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 tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TN
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 ofTRUIST BANK Telephone no. (804) 273-7445

Located atPO BOX 919798ORLANDOFL ZIP+432891
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK TRUSTEE
1 		25,128    
PO BOX 919798
ORLANDO,FL32891
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,219,170
b
Average of monthly cash balances.......................
1b
312,522
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,531,692
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
4,531,692
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,463,717
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
223,186
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
223,186
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
13,474
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,474
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
209,712
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
209,712
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
209,712
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
217,064
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
217,064
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 7 209,712
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...... 4
b From 2021...... 0
c From 2022...... 27,591
d From 2023...... 24,319
e From 2024...... 0
f Total of lines 3a through e ........ 51,914
4Qualifying distributions for 2025 from Part
XI, line 4: $ 217,064
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..... 209,712
e Remaining amount distributed out of corpus 7,352
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 59,266
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) ... 		4
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		59,262
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 27,591
c Excess from 2023 .... 24,319
d Excess from 2024 .... 0
e Excess from 2025 .... 7,352
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

ADVENTURE SCIENCE CENTER

800 FORT NEGLEY BLVD
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 16,000

ALIVE HOSPICE

1718 PATTERSON ST
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 10,000

AMERICAN RED CROSS

2201 CHARLOTTE AVENUE
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 6,000

ANNE ARUNDEL COMMUNITY COLLEGE

101 COLLEGE PKWY
ARNOLD,MD21012 		NONE   GENERAL OPERATING 4,000

ANNE ARUNDEL COUNTY FOOD BANK

120 MARBURY DR
CROWNSVILLE,MD21032 		NONE   GENERAL OPERATING 7,000

AUBURN UNIVERSITY

AUBURN
AUBURN,AL36849 		NONE   GENERAL OPERATING 6,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		NONE   GENERAL OPERATING 20,000

BRENTWOOD ACADEMY

219 GRANN WHITE PIKE
BRENTWOOD,TN37027 		NONE   GENERAL OPERATING 8,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		NONE   GENERAL OPERATING 3,000

CHEEKWOOD BOTANICAL GARDENS

1200 FORREST PARK DR
NASHVILLE,TN37205 		NONE   GENERAL OPERATING 4,000

FIFTY FORWARD

174 RAINS AVENUE
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 4,000

FRIST ART MUSEUM

919 BROADWAY
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 4,000

FRIENDS OF WARNER PARK

50 VAUGHN RD
NASHVILLE,TN37221 		NONE   GENERAL OPERATING 8,000

HARDING ACADEMY

170 WIDNSOR DR
NASHVILLE,TN37205 		NONE   GENERAL OPERATING 2,000

HOSPICE OF THE CHESAPEAKE

90 RITCHIE HWY
PASADENA,MD21122 		NONE   GENERAL OPERATING 3,000

HOSPITAL HOSPITALITY HOUSE

214 REIDHURST AVE
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 4,000

MATTHEW 25

11060 KENWOOD RD
BLUE ASH,OH45242 		NONE   GENERAL OPERATING 2,000

NASHVILLE PUBLIC LIBRARY FOUNDATION

615 CHURCH ST
NASHVILLE,TN37219 		NONE   GENERAL OPERATING 2,000

NASHVILLE PUBLIC RADIO

630 MAINSTREAM DR
NASHVILLE,TN37228 		NONE   GENERAL OPERATING 3,000

NASHVILLE PUBLIC TELEVISION

161 RAINS AVE
NASHVILLE,TN37203 		NONE   GENERAL OPERATING 6,000

NASHVILLE SYMPHONY ASSOCIATION

ONE SYMPHONY PLACE
Nashville,TN37201 		NONE   GENERAL OPERATING 4,000

NASHVILLE ZOO

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211 		NONE   GENERAL OPERATING 7,000

RONALD MCDONALD HOUSE

2901 COLONIAL
COLUMBIA,SC29203 		NONE   GENERAL OPERATING 3,000

SAINT THOMAS HEALTH FOUNDATION

4220 HARDING PIKE
NASHVILLE,TN37205 		NONE   GENERAL OPERATING 6,000

SECOND HARVEST FOOD BANK OF MIDDLE TENNE

331 GREAT CIRCLE
NASHVILLE,TN37228 		NONE   GENERAL OPERATING 9,000

SEVERN SCHOOL

201 WATER ST
SERVERNA PARK,MD21146 		NONE   GENERAL OPERATING 5,000

ST ANDREWS-SEWANEE SCHOOL

290 QUINTARD RD
SEWANEE,TN37375 		NONE   GENERAL OPERATING 7,000

SUMMIT HIGH SCHOOL

2830 AUSTINS WAY
SPRING HILL,TN37174 		NONE   GENERAL OPERATING 5,000

TENNESSEE PERFORMING ARTS CENTER

505 DEADERICK ST
NASHVILLE,TN37219 		NONE   GENERAL OPERATING 8,000

THISTLE FARMS

5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		NONE   GENERAL OPERATING 5,000

THE LIGHTHOUSE INC

425 W 10TH ST
SAN PEDRO,CA90731 		NONE   GENERAL OPERATING 5,000

THE NASHVILLE 100 CLUB

PO BOX 58706
NASHVILLE,TN37205 		NONE   GENERAL OPERATING 3,000

TN STATE MUSEUM FOUNDATION

1000 ROSA L PARKS BLVD
NASHVILLE,TN37208 		NONE   GENERAL OPERATING 3,000

WESTERN KENTUCKY UNIVERSITY

1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101 		NONE   GENERAL OPERATING 10,000
Total ................................. 3a 202,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 103,835  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 880,411  
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) ..   984,246  
13Total. Add line 12, columns (b), (d), and (e)..................
13
984,246
(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:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Name of Bond End of Year Book Value End of Year Fair Market Value
05530QAN0 BAT INTL FINANCE PLC 8,994 9,945
06051GFS3 BANK OF AMERICA CORP    
10373QAT7 BP CAP MARKETS AMERI    
20030NCS8 COMCAST CORP    
37045XDR4 GENERAL MOTORS FINL 9,012 9,799
539830BV0 LOCKHEED MARTIN CORP 8,049 8,192
6174468C6 MORGAN STANLEY    
64985TDB4 NEW YORK STATE URBAN    
69121KAE4 OWL ROCK CAPITAL COR 6,399 6,952
725209PA2 PITTSBURGH PENNSYLVA 17,840 19,676
744573AP1 PUBLIC SERVICE ENTER    
799017XX1 SAN MATEO CALIFORNIA 17,504 19,227
80685XAC5 SCHLUMBERGER FIN CA    
9128283F5 UNITED STATES TREASU 7,456 7,822
912828R36 UNITED STATES TREASU    
912828U24 UNITED STATES TREASU    
912828Z78 UNITED STATES TREASU 13,030 13,701
912828ZE3 UNITED STATES TREASU 17,785 19,309
91282CEC1 UNITED STATES TREASU 14,240 14,723
91282CEW7 UNITED STATES TREASU 14,132 13,952
91282CFZ9 UNITED STATES TREASU 17,943 18,128
985743RG0 YELLOWSTONE CNTY MON    
172967LD1 CITIGROUP INC 9,570 9,981
26441CBT1 DUKE ENERGY CORP 9,890 10,964
3135G05Q2 FEDERAL NATIONAL MOR    
313747BA4 FEDERAL REALTY INVT 4,230 4,835
31620RAK1 FIDELITY NATL FINANC 4,648 5,358
316773CV0 FIFTH THIRD BANCORP 9,234 9,982
337738BD9 FISERV INC 10,017 10,240
38141GXG4 GOLDMAN SACHS GROUP 8,901 10,336
419792ZQ2 HAWAII STATE 17,476 18,836
46647PBU9 JPMORGAN CHASE & CO 8,921 10,661
49456BAP6 KINDER MORGAN INC    
67103HAG2 O'REILLY AUTOMOTIVE 8,675 9,075
693475BL8 PNC FINANCIAL SERVIC 9,890 10,004
74460DAH2 PUBLIC STORAGE 8,481 9,470
78016EYH4 ROYAL BANK OF CANADA 8,395 9,900
78409VBK9 S&P GLOBAL INC 8,915 10,138
808513CJ2 CHARLES SCHWAB CORP 9,000 9,519
87264ADA0 T-MOBILE USA INC 9,808 10,182
912810FP8 UNITED STATES TREASU 13,584 13,977
9128283W8 UNITED STATES TREASU 7,484 7,879
912828Z94 UNITED STATES TREASU    
912828ZQ6 UNITED STATES TREASU 18,510 21,061
91282CAE1 UNITED STATES TREASU 17,645 20,014
91282CCB5 UNITED STATES TREASU 4,878 5,375
91282CCS8 UNITED STATES TREASU 8,613 9,583
91282CDJ7 UNITED STATES TREASU 13,346 14,808
91282CDY4 UNITED STATES TREASU 17,082 18,729
91282CEM9 UNITED STATES TREASU 22,863 24,447
91282CEP2 UNITED STATES TREASU 8,785 9,429
91282CFF3 UNITED STATES TREASU 8,666 9,322
91282CFH9 UNITED STATES TREASU 10,690 10,937
91282CFV8 UNITED STATES TREASU 2,003 2,023
91282CGM7 UNITED STATES TREASU 11,018 11,662
91282CGT2 UNITED STATES TREASU 14,060 14,037
94106LBU2 WASTE MANAGEMENT INC    
95000U2G7 WELLS FARGO & COMPAN 9,074 10,464
977100HC3 WISCONSIN STATE GEN 8,413 9,389
00287YBX6 ABBVIE INC 7,445 7,758
00914AAR3 ARI LEASE CORP 9,132 9,796
03027XCH1 AMERICAN TOWER CORP 8,936 9,348
11135FCC3 BROADCOM INC 8,977 9,025
14214M682 CARILLON REAMS UNCON 227,175 230,281
446150BE3 HUNTINGTON BANCSHARE 9,161 9,261
47233WEJ4 JEFFERIES FIN GROUP    
58013MFX7 MCDONALD'S CORP 7,970 8,233
679111ZS6 OKLAHOMA STATE TURNP    
7591EPAV2 REGIONS FINANCIAL CO 11,185 11,331
797272RS2 SAN DIEGO CALIFORNIA 12,620 13,865
822905AF2 SHELL FINANCE US INC    
858119BK5 STEEL DYNAMICS INC 9,464 9,661
912810FF0 UNITED STATES TREASU 17,935 17,789
91282CHR5 UNITED STATES TREASU 18,771 19,241
91282CJZ5 UNITED STATES TREASU 14,341 14,953
91282CKB6 UNITED STATES TREASU    
91282CKQ3 UNITED STATES TREASU 7,998 8,175
91282CKV2 UNITED STATES TREASU 28,423 28,447
00206RMY5 AT&T INC 8,993 9,223
032095AZ4 AMPHENOL CORP 8,989 8,905
04010LBH5 ARES CAPITAL CORP 4,826 5,049
04686JAF8 ATHENE HOLDING LTD 8,590 8,667
06051GML0 BANK OF AMERICA 10,049 10,324
097023DA0 BOEING CO 7,836 7,991
14040HDM4 CAPITAL ONE FINANCIA 9,005 8,987
23338VAS5 DTE ELECTRIC CO 9,351 9,353
3587764X7 FRISCO TEXAS 10,576 10,741
49456BBB6 KINDER MORGAN INC 9,188 9,306
501044DQ1 KROGER CO 9,679 9,692
55336VBN9 MPLX LP 8,934 9,024
61747YFT7 MORGAN STANLEY 9,132 9,265
68389XDK8 ORACLE CORP SR 9,016 8,689
91282CHQ7 UNITED STATES TREASU 19,315 19,283
91282CHZ7 UNITED STATES TREASU 18,246 18,705
91282CKU4 UNITED STATES TREASU 8,264 8,327
91282CMD0 UNITED STATES TREASU 5,080 5,134
91282CMM0 UNITED STATES TREASU 31,024 31,140
91282CNS6 UNITED STATES TREASU 9,173 9,101
94106BAJ0 WASTE CONNECTIONS IN 8,997 9,315

TY 2025 InvestmentsCorpStockSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Name of Stock End of Year Book Value End of Year Fair Market Value
142339100 CARLISLE COS INC    
594918104 MICROSOFT CORP    
693475105 PNC FINL SVCS GROUP    
907818108 UNION PAC CORP    
931142103 WALMART INC    
02079K107 ALPHABET INC CL C    
02079K305 ALPHABET INC CL A    
22160K105 COSTCO WHOLESALE COR    
30303M102 META PLATFORMS INC C    
46120E602 INTUITIVE SURGICAL I    
58933Y105 MERCK & CO INC    
91324P102 UNITEDHEALTH GROUP I    
92826C839 VISA INC CL A    
G8994E103 TRANE TECHNOLOGIES P    
023135106 AMAZON.COM INC    
037833100 APPLE INC    
038222105 APPLIED MATERIALS IN    
46625H100 JP MORGAN CHASE & CO    
74762E102 QUANTA SERVICES INC    
032654105 ANALOG DEVICES INC    
084423102 WR BERKLEY CORP    
169656105 CHIPOTLE MEXICAN GRI    
40412C101 HCA HEALTHCARE INC    
718546104 PHILLIPS 66    
75513E101 RTX CORPORATION    
92532F100 VERTEX PHARMACEUTICA    
G0450A105 ARCH CAPITAL GROUP L    
064058100 BANK OF NEW YORK MEL    
09857L108 BOOKING HOLDINGS INC    
11135F101 BROADCOM INC    
278865100 ECOLAB INC    
29364G103 ENTERGY CORP    
50212V100 LPL FINANCIAL HOLDIN    
532457108 LILLY ELI & CO    
608190104 MOHAWK INDUSTRIES IN    
64110L106 NETFLIX INC    
67066G104 NVIDIA CORP    
697435105 PALO ALTO NETWORKS I    
87612G101 TARGA RESOURCES    
88160R101 TESLA INC    
928881101 VONTIER CORP    
03073E105 CENCORA INC    
040413205 ARISTA NETWORKS INC    
07831C103 BELLRING BRANDS INC    
09290D101 BLACKROCK INC    
125896100 CMS ENERGY CORP    
21874C102 CORE & MAIN INC CL A    
25278X109 DIAMONDBACK ENERGY I    
277432100 EASTMAN CHEMICAL CO    
459200101 INTL BUSINESS MACHIN    
48020Q107 JONES LANG LASALLE I    
701094104 PARKER HANNIFIN CORP    
718172109 PHILIP MORRIS INTL I    
743315103 PROGRESSIVE CORP    
75886F107 REGENERON PHARMACEUT    
G5960L103 MEDTRONIC PLC    

TY 2025 InvestmentsOtherSchedule2
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74925K367 ABBEY CAPITAL FUTURE      
277902235 EATON VANCE ATLANTA      
46434V621 ISHARES CORE DIVIDEN      
464289438 ISHARES RUSSELL TOP AT COST 235,195 459,720
233203868 DFA LARGE CAP INTERN AT COST 145,525 193,226
25434D203 DFA INTERNATIONAL VA AT COST 141,203 206,400
29444U700 EQUINIX INC      
464287200 ISHARES CORE S&P 500 AT COST 2,049,783 2,173,315
233203421 DFA EMERGING MARKETS AT COST 82,825 97,119
3137HJUP0 FEDERAL HOME LOAN MO AT COST 7,201 7,272
464287499 ISHARES RUSSELL MIDC AT COST 105,755 105,031
47800DAD6 JOHN DEERE OWNER TRU AT COST 8,999 9,067
92206C664 VANGUARD RUSSELL 200 AT COST 105,848 108,974

TY 2025 OtherDecreasesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Description Amount
2025 TRANSACTIONS POSTED IN 2026 631
ACCRUED INT EFFECTIVE AFTER TAX YEAR 497
CY ACCRUED INTEREST PAID 65
MUTUAL FUND EARNINGS 7
ROUNDING 6


TY 2025 OtherExpensesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 14 14   0


TY 2025 OtherIncreasesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Description Amount
2024 TRANSACTIONS POSTED IN 2025 754
AI POSTING DATE BEFORE TAX YEAR 56


TY 2025 OtherProfessionalFeesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,149 1,149    


TY 2025 TaxesSchedule
Name:
TCH BAULCH FAMILY FOUNDATION
EIN:
62-6233587
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,977 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,268 0   0
FOREIGN TAXES ON QUALIFIED FOR 908 908   0
FOREIGN TAXES ON NONQUALIFIED 243 243   0