TY 2025 Form 990PF

- TIN:

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
CLARENCE E CUSTER AND INEZ R CUSTER

Number and street (or P.O. box number if mail is not delivered to street address) 125 3RD STREET
Room/suite

City or town
COLUMBUS

State or province
IN

Country

ZIP or foreign postal code
47201

A Employer identification number

31-1130385

B Telephone number (see instructions)

8123761981

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$8,874,107J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments	5,435		5,435
4	Dividends and interest from securities...	147,669		147,669
5a	Gross rents............	75,440		75,440	75,440
b	Net rental income or (loss) 72,165
6a	Net gain or (loss) from sale of assets not on line 10		227,230
b	Gross sales price for all assets on line 6a 1,639,694
7	Capital gain net income (from Part IV, line 2)...			227,230
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........	455,774		455,774	75,440
13	Compensation of officers, directors, trustees, etc.	3,900		2,340		1,560
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	227	0	0	227
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	695	0	0	695
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	44,340	44,340		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	18,912	12,128		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......	500		0	0	500
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	4,775	3,275	3,275	1,500
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	73,349		62,083	3,275	4,482
25	Contributions, gifts, grants paid.......	496,500				496,500
26	Total expenses and disbursements. Add lines 24 and 25 ................	569,849		62,083	3,275	500,982
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-114,075
b	Net investment income (if negative, enter -0-)			393,691
c	Adjusted net income (if negative, enter -0-)...				72,165

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	8,359	1,703	1,703
	2	Savings and temporary cash investments.........	216,930	121,910	121,910
	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)	131,268	List of Attached Documents: // Content 131,869	132,073
	b	Investments—corporate stock (attach schedule).......	3,031,493	List of Attached Documents: // Content 3,268,832	4,280,985
	c	Investments—corporate bonds (attach schedule).......	1,145,941	List of Attached Documents: // Content 895,600	913,436
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis 653,396
		Less: accumulated depreciation (attach schedule) 117,646	535,750	535,750	3,424,000
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,069,741	4,955,664	8,874,107
	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
		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........	5,069,741	4,955,664
	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).....	5,069,741	4,955,664
	30	Total liabilities and net assets/fund balances (see instructions).	5,069,741	4,955,664

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

5,069,741

Enter amount from Part I, line 27a .....................

-114,075

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

4,955,666

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

4,955,664

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	46. CBOE GLOBAL MARKETS INC		2023-05-31	2025-01-14
b	59. CONSTELLATION BRANDS INC.		2022-12-20	2025-01-14
c	138. GENERAL MOTORS CO		2023-12-05	2025-01-14
d	2. JOHNSON & JOHNSON		2024-07-16	2025-01-14
e	92. JOHNSON & JOHNSON		2020-07-23	2025-01-14
	34. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-01-16
	46. ABBOTT LABORATORIES		2020-07-23	2025-02-05
	20. ABBVIE INC.		2024-02-15	2025-02-05
	9. ALPHABET INC CL A		2023-07-25	2025-02-05
	19. AMAZON COM INC.		2025-01-16	2025-02-05
	7. AMERICAN TOWER CORPORATION		2024-08-27	2025-02-05
	21. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-02-05
	9. APTARGROUP INC		2024-01-30	2025-02-05
	121. BANK OF AMERICA CORP.		2023-12-15	2025-02-05
	23. BROADCOM, INC.		2024-08-14	2025-02-05
	6. CBOE GLOBAL MARKETS INC		2023-05-31	2025-02-05
	12. CATERPILLAR INCORPORATED		2022-09-29	2025-02-05
	2. CHEVRON CORPORATION		2024-07-16	2025-02-05
	9. CHEVRON CORPORATION		2022-02-28	2025-02-05
	77. CORNING INC		2024-11-06	2025-02-05
	13. DARDEN RESTAURANTS INC.		2023-07-25	2025-02-05
	35. WALT DISNEY CO.		2020-07-23	2025-02-05
	8. ECOLAB INC		2020-07-23	2025-02-05
	4. EXXON MOBIL CORP.		2024-07-16	2025-02-05
	29. EXXON MOBIL CORP.		2022-09-27	2025-02-05
	25. FISERV INC		2024-03-19	2025-02-05
	40. FREEPORT MCMORAN C&G CL B		2024-07-16	2025-02-05
	21. GENERAL MOTORS CO		2024-07-16	2025-02-05
	16. GENERAL MOTORS CO		2023-12-05	2025-02-05
	31. GILEAD SCIENCES INC		2022-09-29	2025-02-05
	46. HARTFORD FINL SVCS GRP COM STK		2022-12-20	2025-02-05
	17. HONEYWELL INTERNATIONAL INC		2020-07-23	2025-02-05
	77. INTEL CORPORATION		2022-12-20	2025-02-05
	30. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2025-02-05
	32. JP MORGAN CHASE		2020-07-23	2025-02-05
	17. LOWES COMPANIES INCORPORATED		2020-07-23	2025-02-05
	14. MICROSOFT CORPORATION		2020-07-23	2025-02-05
	6. PEPSICO INCORPORATED		2024-07-16	2025-02-05
	12. PEPSICO INCORPORATED		2020-07-23	2025-02-05
	136. PFIZER INCORPORATED		2024-05-15	2025-02-05
	29. PROCTER & GAMBLE COMPANY		2024-01-30	2025-02-05
	8. QUALCOMM INCORPORATED		2020-07-23	2025-02-05
	41. RAYTHEON TECHNOLOGIES CORP		2023-12-05	2025-02-05
	27. REALTY INCOME CORPORATION		2024-08-27	2025-02-05
	2. REXFORD INDUSTRIAL REALTY INC		2024-07-16	2025-02-05
	30. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2025-02-05
	2. ROPER INDS INC NEW		2023-12-15	2025-02-05
	27. ROSS STORES INC		2024-06-20	2025-02-05
	2. SALESFORCE.COM		2025-01-14	2025-02-05
	23. SCHLUMBERGER LIMITED		2023-09-07	2025-02-05
	91. UTILITES SELECT SECTOR SPDR		2022-02-28	2025-02-05
	13. STRYKER CORPORATION		2020-07-23	2025-02-05
	5. THERMO FISHER SCIENTIFIC, INC.		2024-05-15	2025-02-05
	24. VISA INC CL A		2020-07-23	2025-02-05
	4. ACCENTURE PLC IE		2023-09-07	2025-02-05
	4. EATON CORPORATION PLC EI		2024-07-16	2025-02-05
	3. EATON CORPORATION PLC EI		2020-07-23	2025-02-05
	14. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2025-02-05
	5. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-02-05
	232. REXFORD INDUSTRIAL REALTY INC		2024-01-30	2025-04-11
	36. THERMO FISHER SCIENTIFIC, INC.		2024-07-16	2025-04-11
	619.606 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2025-02-05	2025-04-29
	269.625 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2024-07-16	2025-04-29
	5290.512 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2024-03-19	2025-04-29
	475.77 EATON VANCE ALL ASSET STRATEGY FUND CL		2025-02-05	2025-04-29
	14287.088 EATON VANCE ALL ASSET STRATEGY FUND CL		2024-03-19	2025-04-29
	25. UNITED HEALTH GROUP INC COM		2025-04-11	2025-05-15
	84. EXXON MOBIL CORP.		2022-09-27	2025-06-05
	22. PROCTER & GAMBLE COMPANY		2024-07-16	2025-06-05
	24. PROCTER & GAMBLE COMPANY		2024-01-30	2025-06-05
	18. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2025-02-05	2025-06-05
	520.659 AQR AQR MANAGED FUTURES STRATEGY FD		2025-05-06	2025-07-23
	7. ABBOTT LABORATORIES		2025-05-06	2025-07-23
	3. ABBOTT LABORATORIES		2024-07-16	2025-07-23
	11. ABBVIE INC.		2024-02-15	2025-07-23
	40. ALPHABET INC CL A		2024-07-16	2025-07-23
	11. AMAZON COM INC.		2025-01-16	2025-07-23
	4. AMERICAN TOWER CORPORATION		2024-08-27	2025-07-23
	10. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-07-23
	3. APTARGROUP INC		2024-01-30	2025-07-23
	90.043 ARTISAN HIGH INCOME FUND		2025-02-05	2025-07-23
	1278.466 BAIRD CORE PLUS BOND INST		2024-07-16	2025-07-23
	33. BANK OF AMERICA CORP.		2023-12-15	2025-07-23
	626.229 BLACKROCK EMERGING MARKETS FUND CL K		2024-03-19	2025-07-23
	643.511 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2024-07-16	2025-07-23
	8. BROADCOM, INC.		2025-05-06	2025-07-23
	360.566 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2025-02-05	2025-07-23
	2. CBOE GLOBAL MARKETS INC		2024-07-16	2025-07-23
	6. CATERPILLAR INCORPORATED		2024-07-16	2025-07-23
	6. CHEVRON CORPORATION		2022-02-28	2025-07-23
	66. CORNING INC		2024-07-16	2025-07-23
	5. DARDEN RESTAURANTS INC.		2023-07-25	2025-07-23
	22. WALT DISNEY CO.		2020-07-23	2025-07-23
	255.045 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2025-07-23
	20. DOLLAR TREE, INC.		2025-06-05	2025-07-23
	729.516 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2025-07-23
	3. ECOLAB INC		2024-07-16	2025-07-23
	11. EXXON MOBIL CORP.		2022-03-28	2025-07-23
	6. FREEPORT MCMORAN C&G CL B		2024-03-19	2025-07-23
	41. GENERAL MOTORS CO		2023-12-05	2025-07-23
	25. GILEAD SCIENCES INC		2024-07-16	2025-07-23
	3. HARTFORD FINL SVCS GRP COM STK		2025-05-06	2025-07-23
	3. HARTFORD FINL SVCS GRP COM STK		2025-05-06	2025-07-23
	11. HARTFORD FINL SVCS GRP COM STK		2024-07-16	2025-07-23
	308.922 HARTFORD WORLD BOND F FUND		2023-12-28	2025-07-23
	7. HONEYWELL INTERNATIONAL INC		2024-07-16	2025-07-23
	11. INTEL CORPORATION		2022-12-20	2025-07-23
	11. INTERNATIONAL BUSINESS MACHINES CORPORATION		2024-07-16	2025-07-23
	42.99831 ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2025-07-23
	3.00169 ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2025-07-23
	74. ISHARES RUSSELL 2000 INDEX FD		2024-07-16	2025-07-23
	9. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-12-20	2025-07-23
	14. JP MORGAN CHASE		2024-07-16	2025-07-23
	329. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2025-05-06	2025-07-23
	146. JP MORGAN EQUITY PREMIUM INCOME		2025-05-06	2025-07-23
	.99975 LOWES COMPANIES INCORPORATED		2024-07-16	2025-07-23
	4.00025 LOWES COMPANIES INCORPORATED		2024-07-16	2025-07-23
	413.609 MFS INTERNATIONAL EQUITY FUND - R6		2024-01-30	2025-07-23
	1234.32443 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2025-07-23
	397.71557 METROPOLITAN WEST T/R BOND-I #512		2022-12-20	2025-07-23
	4. MICROSOFT CORPORATION		2020-07-23	2025-07-23
	12. PEPSICO INCORPORATED		2020-07-23	2025-07-23
	20.00008 PFIZER INCORPORATED		2022-09-29	2025-07-23
	45.99992 PFIZER INCORPORATED		2022-02-28	2025-07-23
	360.929 PRINCIPAL REAL ESTATE SECURITIES FUND		2024-07-16	2025-07-23
	8. PROCTER & GAMBLE COMPANY		2020-07-23	2025-07-23
	6. QUALCOMM INCORPORATED		2020-07-23	2025-07-23
	12. RAYTHEON TECHNOLOGIES CORP		2024-07-16	2025-07-23
	6. REALTY INCOME CORPORATION		2024-08-27	2025-07-23
	3. ROPER INDS INC NEW		2024-11-06	2025-07-23
	3.00024 ROSS STORES INC		2024-06-20	2025-07-23
	3.99976 ROSS STORES INC		2024-06-20	2025-07-23
	37. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2024-03-19	2025-07-23
	5. SALESFORCE.COM		2025-01-14	2025-07-23
	.99995 SCHLUMBERGER LIMITED		2023-09-07	2025-07-23
	30.00005 SCHLUMBERGER LIMITED		2023-09-07	2025-07-23
	17. UTILITES SELECT SECTOR SPDR		2024-07-16	2025-07-23
	7. STRYKER CORPORATION		2024-07-16	2025-07-23
	107.743 VANGUARD EMERGING MARKETS BOND FUND - A		2024-07-16	2025-07-23
	7. VISA INC CL A		2024-07-16	2025-07-23
	7. EATON CORPORATION PLC EI		2020-07-23	2025-07-23
	8. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2025-07-23
	3. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-07-23
	3. ALPHABET INC CL A		2024-06-18	2025-08-04
	3. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-08-04
	821.073 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2025-08-04
	5. BROADCOM, INC.		2025-05-06	2025-08-04
	2. CBOE GLOBAL MARKETS INC		2024-07-16	2025-08-04
	101.696 DODGE & COX GLOBAL BOND FUND - I		2023-12-28	2025-08-04
	30. FISERV INC		2025-07-23	2025-08-04
	4. FREEPORT MCMORAN C&G CL B		2024-03-19	2025-08-04
	462. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-08-04
	484.785 MFS INTERNATIONAL EQUITY FUND - R6		2024-01-30	2025-08-04
	1. MICROSOFT CORPORATION		2020-07-23	2025-08-04
	1. ACCENTURE PLC IE		2023-09-07	2025-08-04
	219.979 AQR AQR MANAGED FUTURES STRATEGY FD		2025-08-04	2025-10-21
	6. ABBOTT LABORATORIES		2024-07-16	2025-10-21
	6. AMERICAN TOWER CORPORATION		2025-08-04	2025-10-21
	3. APTARGROUP INC		2025-08-04	2025-10-21
	1. APTARGROUP INC		2024-01-30	2025-10-21
	1618.745 BLACKROCK EMERGING MARKETS FUND CL K		2025-05-06	2025-10-21
	11732.821 BLACKROCK EMERGING MARKETS FUND CL K		2022-12-20	2025-10-21
	41.348 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2024-03-19	2025-10-21
	7. CHEVRON CORPORATION		2022-02-04	2025-10-21
	206.524 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2025-10-21
	1. EXXON MOBIL CORP.		2022-03-28	2025-10-21
	10. GENERAL MOTORS CO		2023-12-05	2025-10-21
	6. GILEAD SCIENCES INC		2022-09-29	2025-10-21
	3. INTERNATIONAL BUSINESS MACHINES CORPORATION		2024-07-16	2025-10-21
	74. ISHARES RUSSELL 2000 INDEX FD		2024-01-30	2025-10-21
	53. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-10-21
	6. PEPSICO INCORPORATED		2020-07-23	2025-10-21
	14. PFIZER INCORPORATED		2022-02-28	2025-10-21
	9. PROCTER & GAMBLE COMPANY		2020-07-23	2025-10-21
	2. ROSS STORES INC		2024-06-20	2025-10-21
	8. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2024-03-19	2025-10-21
	14. SCHLUMBERGER LIMITED		2023-09-07	2025-10-21
	10. UTILITES SELECT SECTOR SPDR		2024-07-16	2025-10-21
	5. FISERV INC		2025-07-23	2025-11-07
	124. FISERV INC		2024-03-19	2025-11-07
	.25 SOLSTICE ADVANCED MATERIALS, INC		2020-07-23	2025-11-17
	127. DOLLAR TREE, INC.		2025-10-21	2025-12-02
	54. ROPER INDS INC NEW		2024-11-06	2025-12-02
	2.25 SOLSTICE ADVANCED MATERIALS, INC		2025-10-21	2025-12-02
	33.75 SOLSTICE ADVANCED MATERIALS, INC		2020-07-23	2025-12-02
	15. ABBOTT LABORATORIES		2024-07-16	2025-12-11
	5. ABBVIE INC.		2024-02-15	2025-12-11
	9. ALPHABET INC CL A		2024-06-18	2025-12-11
	6. AMAZON COM INC.		2024-11-06	2025-12-11
	2. AMERICAN TOWER CORPORATION		2025-08-04	2025-12-11
	11. APPLE COMPUTER, INCORPORATED		2020-07-23	2025-12-11
	2. APTARGROUP INC		2024-01-30	2025-12-11
	47. BANK OF AMERICA CORP.		2023-12-15	2025-12-11
	2. CBOE GLOBAL MARKETS INC		2024-07-16	2025-12-11
	3. CATERPILLAR INCORPORATED		2020-09-02	2025-12-11
	1. CHEVRON CORPORATION		2020-07-23	2025-12-11
	35. CORNING INC		2024-11-06	2025-12-11
	2. DARDEN RESTAURANTS INC.		2025-08-04	2025-12-11
	3. DARDEN RESTAURANTS INC.		2023-07-25	2025-12-11
	206. DIMENSIONAL EMERGING MARKETS CORE EQUITY		2025-10-21	2025-12-11
	12. WALT DISNEY CO.		2025-10-21	2025-12-11
	8. WALT DISNEY CO.		2020-07-23	2025-12-11
	18. DOLLAR TREE, INC.		2025-06-05	2025-12-11
	3. EQT CORPORATION		2025-12-02	2025-12-11
	3. ECOLAB INC		2024-07-16	2025-12-11
	11. EXXON MOBIL CORP.		2022-03-28	2025-12-11
	29. FREEPORT MCMORAN C&G CL B		2024-03-19	2025-12-11
	7. GENERAL MOTORS CO		2023-12-05	2025-12-11
	12. GILEAD SCIENCES INC		2022-02-28	2025-12-11
	22. HARTFORD FINL SVCS GRP COM STK		2024-07-16	2025-12-11
	9. HONEYWELL INTERNATIONAL INC		2025-10-21	2025-12-11
	13. INTEL CORPORATION		2022-12-20	2025-12-11
	9. INTERNATIONAL BUSINESS MACHINES CORPORATION		2022-12-20	2025-12-11
	34. ISHARES 7-10 YEAR TREASURY BOND ETF		2025-10-21	2025-12-11
	3. ISHARES 7-10 YEAR TREASURY BOND ETF		2024-08-06	2025-12-11
	68. ISHARES RUSSELL 2000 INDEX FD		2022-09-29	2025-12-11
	6. ISHARES 3-7 YEAR TREASURY BOND ETF		2025-10-21	2025-12-11
	4. ISHARES 3-7 YEAR TREASURY BOND ETF		2022-12-20	2025-12-11
	14. JP MORGAN CHASE		2024-07-16	2025-12-11
	215. JP MORGAN INTERNATIONAL RESEARCH ENHANCE		2024-08-15	2025-12-11
	131. JP MORGAN EQUITY PREMIUM INCOME		2025-10-21	2025-12-11
	4. LOWES COMPANIES INCORPORATED		2024-07-16	2025-12-11
	5. MICROSOFT CORPORATION		2025-11-07	2025-12-11
	3. PEPSICO INCORPORATED		2020-07-23	2025-12-11
	52. PFIZER INCORPORATED		2022-09-29	2025-12-11
	5. PROCTER & GAMBLE COMPANY		2025-08-04	2025-12-11
	4. QUALCOMM INCORPORATED		2020-07-23	2025-12-11
	19. RAYTHEON TECHNOLOGIES CORP		2024-07-16	2025-12-11
	1. REALTY INCOME CORPORATION		2025-10-21	2025-12-11
	14. REALTY INCOME CORPORATION		2024-08-27	2025-12-11
	9. ROSS STORES INC		2024-06-20	2025-12-11
	22. S&P 500 DEPOSITARY RECEIPTS (SPDR)		2024-03-19	2025-12-11
	6. SALESFORCE.COM		2025-01-14	2025-12-11
	14. SCHLUMBERGER LIMITED		2023-09-07	2025-12-11
	18. UTILITES SELECT SECTOR SPDR		2025-08-04	2025-12-11
	25. UTILITES SELECT SECTOR SPDR		2024-07-16	2025-12-11
	6. STRYKER CORPORATION		2025-10-21	2025-12-11
	2. STRYKER CORPORATION		2024-07-16	2025-12-11
	9. VISA INC CL A		2025-08-04	2025-12-11
	3. ACCENTURE PLC IE		2023-09-07	2025-12-11
	2. EATON CORPORATION PLC EI		2025-10-21	2025-12-11
	7. CHECK POINT SOFTWARE TECHNOLOGIES LTD		2024-06-20	2025-12-11
	1. ROYAL CARIBBEAN CRUISES LTD		2025-08-04	2025-12-11
	3. ROYAL CARIBBEAN CRUISES LTD		2024-06-18	2025-12-11
	379.649 AQR AQR MANAGED FUTURES STRATEGY FD		2025-08-04	2025-12-15
	131.882 ARTISAN HIGH INCOME FUND		2025-10-21	2025-12-15
	915.81 BAIRD CORE PLUS BOND INST		2025-10-21	2025-12-15
	722.18 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2025-10-21	2025-12-15
	5.221 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C		2022-12-20	2025-12-15
	318.032 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I		2025-02-05	2025-12-15
	218.717 DODGE & COX GLOBAL BOND FUND - I		2025-10-21	2025-12-15
	548.439 EATON VANCE PARAMETRIC COMMODITY STRAT F		2024-07-16	2025-12-15
	240.352 HARTFORD WORLD BOND F FUND		2025-10-21	2025-12-15
	268.511 MFS INTERNATIONAL EQUITY FUND - R6		2024-01-30	2025-12-15
	1192.725 METROPOLITAN WEST T/R BOND-I #512		2025-10-21	2025-12-15
	265.789 PRINCIPAL REAL ESTATE SECURITIES FUND		2025-10-21	2025-12-15
	266.05 VANGUARD EMERGING MARKETS SELECT STOCK F		2025-10-21	2025-12-15
	98.355 VANGUARD EMERGING MARKETS BOND FUND - A		2024-03-19	2025-12-15
	16. AMERICAN TOWER CORPORATION		2025-04-11	2025-12-17
	56. AMERICAN TOWER CORPORATION		2024-08-27	2025-12-17
	90. APTARGROUP INC		2024-01-30	2025-12-17
	286. SCHLUMBERGER LIMITED		2023-09-07	2025-12-17
	2. ACCENTURE PLC IE		2025-10-21	2025-12-17
	41. ACCENTURE PLC IE		2023-09-07	2025-12-17
	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
	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
	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
	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
	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
	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
	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
	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
	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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,811	6,106	2,705
b	10,687	13,568	-2,881
c	7,033	4,575	2,458
d	287	299	-12
e	13,183	13,814	-631
	7,938	5,138	2,800
	6,051	4,634	1,417
	3,827	3,508	319
	1,722	1,106	616
	4,500	4,249	251
	1,314	1,572	-258
	4,848	1,951	2,897
	1,433	1,194	239
	5,646	5,095	551
	5,429	3,661	1,768
	1,247	796	451
	4,307	1,907	2,400
	306	314	-8
	1,377	1,281	96
	4,099	3,731	368
	2,595	2,184	411
	3,925	4,110	-185
	1,996	1,674	322
	438	457	-19
	3,175	2,482	693
	5,666	3,828	1,838
	1,468	1,786	-318
	1,015	1,036	-21
	773	530	243
	3,094	1,941	1,153
	5,182	3,453	1,729
	3,765	2,610	1,155
	1,512	2,050	-538
	7,911	4,229	3,682
	8,610	3,143	5,467
	4,369	2,480	1,889
	5,789	2,845	2,944
	863	980	-117
	1,727	1,630	97
	3,567	3,905	-338
	4,865	4,563	302
	1,391	718	673
	5,276	3,404	1,872
	1,467	1,676	-209
	81	101	-20
	1,216	1,607	-391
	1,155	1,074	81
	3,974	4,002	-28
	686	657	29
	932	1,409	-477
	7,124	5,995	1,129
	5,169	2,542	2,627
	2,889	3,000	-111
	8,334	4,732	3,602
	1,582	1,306	276
	1,262	1,319	-57
	947	281	666
	2,959	2,214	745
	1,333	756	577
	7,208	12,406	-5,198
	15,177	21,396	-6,219
	6,270	6,357	-87
	2,729	2,750	-21
	53,540	50,673	2,867
	6,865	6,957	-92
	206,163	190,920	15,243
	6,876	14,743	-7,867
	8,562	7,064	1,498
	3,583	3,634	-51
	3,908	3,402	506
	10,706	10,853	-147
	4,587	4,583	4
	866	928	-62
	371	308	63
	2,071	1,929	142
	7,572	7,183	389
	2,503	2,460	43
	928	899	29
	2,126	929	1,197
	480	398	82
	832	827	5
	13,002	12,978	24
	1,582	1,102	480
	16,689	14,395	2,294
	6,744	6,334	410
	2,209	1,600	609
	10,323	10,478	-155
	485	346	139
	2,543	1,483	1,060
	906	854	52
	3,687	2,784	903
	1,053	840	213
	2,686	2,583	103
	2,831	2,794	37
	2,291	1,853	438
	4,968	4,705	263
	810	728	82
	1,203	912	291
	272	265	7
	2,091	1,359	732
	2,807	1,756	1,051
	369	380	-11
	369	380	-11
	1,353	1,135	218
	3,151	3,126	25
	1,670	1,392	278
	254	293	-39
	3,139	2,034	1,105
	4,072	4,188	-116
	284	292	-8
	16,684	15,484	1,200
	1,065	1,042	23
	4,106	2,916	1,190
	23,553	21,272	2,281
	8,337	8,066	271
	227	235	-8
	908	940	-32
	16,776	13,645	3,131
	11,134	11,307	-173
	3,587	3,642	-55
	2,008	813	1,195
	1,756	1,630	126
	506	902	-396
	1,164	2,147	-983
	10,568	9,968	600
	1,265	1,009	256
	949	538	411
	1,814	1,223	591
	347	373	-26
	1,691	1,698	-7
	409	444	-35
	545	592	-47
	23,319	18,967	4,352
	1,331	1,643	-312
	35	61	-26
	1,046	1,834	-788
	1,450	1,188	262
	2,779	2,305	474
	2,574	2,525	49
	2,480	1,668	812
	2,659	655	2,004
	1,778	1,265	513
	1,062	453	609
	579	524	55
	617	279	338
	21,430	18,244	3,186
	1,483	878	605
	498	346	152
	1,139	1,113	26
	4,044	4,550	-506
	162	177	-15
	32,178	29,466	2,712
	18,863	15,993	2,870
	534	203	331
	258	326	-68
	2,070	1,938	132
	770	617	153
	1,163	1,274	-111
	394	416	-22
	131	133	-2
	47,494	38,575	8,919
	344,241	260,703	83,538
	1,233	1,228	5
	1,077	724	353
	1,456	1,332	124
	113	83	30
	669	332	337
	744	376	368
	854	467	387
	18,334	13,646	4,688
	3,958	3,380	578
	920	815	105
	346	636	-290
	1,365	1,135	230
	314	304	10
	5,376	4,101	1,275
	469	856	-387
	906	699	207
	316	686	-370
	7,826	18,987	-11,161
	11	9	2
	13,792	11,904	1,888
	23,870	29,314	-5,444
	105	115	-10
	1,576	1,221	355
	1,851	1,542	309
	1,115	877	238
	2,835	1,571	1,264
	1,380	1,237	143
	364	420	-56
	3,055	1,022	2,033
	236	265	-29
	2,539	1,570	969
	500	346	154
	1,873	444	1,429
	152	90	62
	3,347	1,696	1,651
	366	408	-42
	549	504	45
	6,757	6,746	11
	1,324	1,401	-77
	882	939	-57
	2,333	1,668	665
	167	181	-14
	780	695	85
	1,321	912	409
	1,390	1,280	110
	565	232	333
	1,479	721	758
	2,966	1,820	1,146
	1,746	1,844	-98
	513	346	167
	2,809	1,269	1,540
	3,284	3,324	-40
	290	295	-5
	17,501	11,210	6,291
	717	723	-6
	478	463	15
	4,412	2,256	2,156
	16,435	13,713	2,722
	7,558	7,519	39
	1,001	961	40
	2,403	2,501	-98
	447	407	40
	1,343	2,318	-975
	706	754	-48
	715	359	356
	3,382	1,615	1,767
	57	60	-3
	802	869	-67
	1,641	1,340	301
	15,118	11,278	3,840
	1,576	1,971	-395
	570	856	-286
	772	784	-12
	1,072	873	199
	2,135	2,272	-137
	712	659	53
	3,077	3,103	-26
	816	979	-163
	693	759	-66
	1,382	1,107	275
	276	315	-39
	828	453	375
	3,675	3,345	330
	1,212	1,217	-5
	9,442	9,570	-128
	7,670	7,684	-14
	55	50	5
	8,660	9,242	-582
	2,489	2,493	-4
	4,042	3,537	505
	2,454	2,471	-17
	11,119	8,628	2,491
	10,985	11,128	-143
	7,474	7,636	-162
	7,484	7,359	125
	2,452	2,283	169
	2,876	3,323	-447
	10,066	12,580	-2,514
	11,005	11,937	-932
	10,855	17,425	-6,570
	557	500	57
	11,416	13,384	-1,968
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745
			32,745

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			2,705
b			-2,881
c			2,458
d			-12
e			-631
			2,800
			1,417
			319
			616
			251
			-258
			2,897
			239
			551
			1,768
			451
			2,400
			-8
			96
			368
			411
			-185
			322
			-19
			693
			1,838
			-318
			-21
			243
			1,153
			1,729
			1,155
			-538
			3,682
			5,467
			1,889
			2,944
			-117
			97
			-338
			302
			673
			1,872
			-209
			-20
			-391
			81
			-28
			29
			-477
			1,129
			2,627
			-111
			3,602
			276
			-57
			666
			745
			577
			-5,198
			-6,219
			-87
			-21
			2,867
			-92
			15,243
			-7,867
			1,498
			-51
			506
			-147
			4
			-62
			63
			142
			389
			43
			29
			1,197
			82
			5
			24
			480
			2,294
			410
			609
			-155
			139
			1,060
			52
			903
			213
			103
			37
			438
			263
			82
			291
			7
			732
			1,051
			-11
			-11
			218
			25
			278
			-39
			1,105
			-116
			-8
			1,200
			23
			1,190
			2,281
			271
			-8
			-32
			3,131
			-173
			-55
			1,195
			126
			-396
			-983
			600
			256
			411
			591
			-26
			-7
			-35
			-47
			4,352
			-312
			-26
			-788
			262
			474
			49
			812
			2,004
			513
			609
			55
			338
			3,186
			605
			152
			26
			-506
			-15
			2,712
			2,870
			331
			-68
			132
			153
			-111
			-22
			-2
			8,919
			83,538
			5
			353
			124
			30
			337
			368
			387
			4,688
			578
			105
			-290
			230
			10
			1,275
			-387
			207
			-370
			-11,161
			2
			1,888
			-5,444
			-10
			355
			309
			238
			1,264
			143
			-56
			2,033
			-29
			969
			154
			1,429
			62
			1,651
			-42
			45
			11
			-77
			-57
			665
			-14
			85
			409
			110
			333
			758
			1,146
			-98
			167
			1,540
			-40
			-5
			6,291
			-6
			15
			2,156
			2,722
			39
			40
			-98
			40
			-975
			-48
			356
			1,767
			-3
			-67
			301
			3,840
			-395
			-286
			-12
			199
			-137
			53
			-26
			-163
			-66
			275
			-39
			375
			330
			-5
			-128
			-14
			5
			-582
			-4
			505
			-17
			2,491
			-143
			-162
			125
			169
			-447
			-2,514
			-932
			-6,570
			57
			-1,968

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	227,230
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,472
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	5,472
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	5,472
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	4,930
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	4,930
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	542
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)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address

The books are in care ofFIRST FINANCIAL BANK Telephone no. (812) 376-1981

Located at125 3RD STREETCOLUMBUSIN ZIP+447201

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
DIANE BRADLEY	DIRECTOR 0	650
2584 CHESTNUT ST COLUMBUS,IN47203	DIRECTOR 0	650
STEVE CAROTHERS	DIRECTOR 0	650
13470 W OLD NASHVILLE RD COLUMBUS,IN47201	DIRECTOR 0	650
JAMES HOLLAND	SECRETARY 0	650
201 WASHINGTON STREET COLUMBUS,IN47201	SECRETARY 0	650
RICHARD H WEAVER	DIRECTOR 0	650
2750 SYCAMORE ST COLUMBUS,IN47203	DIRECTOR 0	650
SAM PENTZER	VICE PRESIDENT 0	650
5135 SANIBEL DR COLUMBUS,IN47203	VICE PRESIDENT 0	650
SETH A KEELE	DIRECTOR 0	650
660 SHORELINE DR COLUMBUS,IN47201	DIRECTOR 0	650

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)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,245,339

Average of monthly cash balances.......................

133,094

Fair market value of all other assets (see instructions)................

3,424,000

Total (add lines 1a, 1b, and 1c).......................

8,802,433

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,802,433

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

132,036

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,670,397

Minimum investment return. Enter 5% (0.05) of line 5 ................

433,520

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.)

Minimum investment return from Part IX, line 6..................

433,520

Tax on investment income for 2025 from Part V, line 5 .......

5,472

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

5,472

Distributable amount before adjustments. Subtract line 2c from line 1............

428,048

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

428,048

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

428,048

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

500,982

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

500,982

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					428,048
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				145,659
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	0
b From 2021......	0
c From 2022......	0
d From 2023......	0
e From 2024......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 500,982
a Applied to 2024, but not more than line 2a				145,659
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.....					355,323
e Remaining amount distributed out of corpus		0
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		0
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 ..........					72,725
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2021 ....	0
b Excess from 2022 ....	0
c Excess from 2023 ....	0
d Excess from 2024 ....	0
e Excess from 2025 ....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

NONE

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.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

SETH A KEELE
FIRST FINANCIAL BANK 125 3RD ST
COLUMBUS,IN47201
(812) 373-1410
SETH.KEELE@YELLOWCARDINALADVISORS.COM

bThe form in which applications should be submitted and information and materials they should include:

THERE IS A PERSET GRANT APPLICATON

cAny submission deadlines:

BOARD OF DIRECTORS MEET ON A CALLED BASIS 2 TIMES ANNUALLY.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

APPLICANTS MUST BE A 501(C)(3) ORGANIZATION, PREFERABLY WITH IN A 50 MILES OF COLUMBUS, IN. NO CHURCHES ARE CURRENTLY CONSIDERED. PREFER BENEFIT TO BARTHOLOMEW COUNTY CITIZENS.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CASA PO BOX 2107 COLUMBUS,IN47202	NONE		CHARITABLE PURPOSES	17,000
REINS TO RECOVERY INC 10861 N US 31 SEYMOUR,IN47274	NONE		CHARITABLE PURPOSES	1,000
LOVE CHAPEL FOUNDATION 311 CENTER STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	15,000
COLUMBUS FIREMEN'S CHEER FUND 1101 JACKSON STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	5,000
CHAIN BREAKER MINISTRIES 1218 CALIFORNIA ST COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	25,000
TURNING POINT DOMESTIC VIOLENCE P O BOX 103 COLUMBUS,IN47202	NONE		CHARITABLE PURPOSES	8,000
SALVATION ARMY 6060 CASTLEWAY WEST DRIVE INDIANAPOLIS,IN46250	NONE		CHARITABLE PURPOSES	9,000
LANDMARK COLUMBUS P O BOX 1547 COLUMBUS,IN472021547	NONE		CHARITABLE PURPOSES	3,000
JUST FRIENDS INC 900 LINDSAY ST COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	15,000
COLUMBUS SYMPHONY ORCHESTRA PO BOX 1992 COLUMBUS,IN47202	NONE		CHARITABLE PURPOSES	5,000
HOOSIER TRAILS COUNCIL BSA 5625 EAST STATE ROAD 46 BLOOMINGTON,IN474019233	NONE		CHARITABLE PURPOSES	7,000
COLUMBUS INDIANA ARCHITECTURAL ARCHIVES 536 FIFTH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	7,000
RILEY CHILDREN'S FOUNDATION 30 S MERICIAN STREET SUITE 200 INDIANAPOLIS,IN46204	NONE		CHARITABLE PURPOSES	7,000
FOUNDATION FOR YOUTH OF BARTHOLOMEW COUNTY INC 405 HOPE AVENUE COLUMBUS,IN472016435	NONE		CHARITABLE PURPOSES	15,000
FIRST CHRISTIAN CHURCH 531 5TH STREET COLUMBUS,IN472016224	NONE		CHARITABLE PURPOSES	3,000
HAPPY HOLLOW CHILDREN'S CAMP INC 615 N ALABAMA ST SUITE 134 INDIANAPOLIS,IN462041431	NONE		CHARITABLE PURPOSES	5,000
MILL RACE CENTER INC 900 LINDSEY STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	12,000
SHOP WITH A COP FOP#89 PO BOX 204 COLUMBUS,IN472020204	NONE		CHARITABLE PURPOSES	5,000
UNITED WAY OF BARTHOLOMEW COUNTY INC 1304 HUTCHINS AVENUE COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	2,000
FAMILY SERVICES OF BARTHOLOMEW COUNTY 1531 13TH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	25,000
INDIANA UNIVERSITY COLUMBUS 4601 CENTRAL AVENUE COLUMBUS,IN47203	NONE		CHARITABLE PURPOSES	40,000
HOSPICE OF SOUTH CENTRAL INDIANA 2626 EAST 17TH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	51,500
GLEANERS FOODBANK OF INDIANA INC 3737 WALDEMERE AVE INDIANAPOLIS,IN46241	NONE		CHARITABLE PURPOSES	5,000
RONALD MCDONALD HOUSE OF INDIANA 435 LIMESTONE ST INDIANAPOLIS,IN46202	NONE		CHARITABLE PURPOSES	10,000
KIDSCOMMONS COLUMBUS COMMUNITY CHILDREN'S MUSEUM 309 WASHINGTON STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	2,000
BARTHOLOMEW CO HISTORICAL SOCIETY 524 THIRD STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	5,000
BARTHOLOMEW COUNTY PUBLIC LIBRARY 536 5TH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	12,000
COLUMBUS REGIONAL HEALTH FOUNDATION 2400 E 17TH ST COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	7,000
AMERICAN RED CROSS 1531 13TH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	34,000
LINCOLN CENTRAL NEIGHBORHOOD FAMILY CENTER 1039 SYCAMORE STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSE	20,000
COLUMBUS AREA CHAMBER OF COMMERCE 500 FRANKLIN STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	10,000
THRIVE ALLIANCE 1531 13TH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	5,000
COLUMBUS INDIANA PHILHARMONIC 315 FRANKLIN ST COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	12,000
THE ARC OF BARTHOLOMEW COUNTY 2060 DOCTORS PARK DR COLUMBUS,IN47203	NONE		CHARITABLE PURPOSES	5,000
MILL RACE THEATRE COMPANY PO BOX 980 COLUMBUS,IN47202	NONE		CHARITABLE PURPOSES	3,000
FRIENDS OF COLUMBUS ANIMAL CARE SERVICES 2730 ARNOLD STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	12,000
BRIDGE TO DOVE RECOVERY HOUSE INC 719 5TH STREET COLUMBUS,IN47201	NONE		CHARITABLE PURPOSES	72,000
Total ................................. 3a				496,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	5,435
4 Dividends and interest from securities ....			14	147,669
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	72,165
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	227,230
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) ..				452,499

13Total. Add line 12, columns (b), (d), and (e)..................

452,499

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ARTISAN HIGH INCOME FUND	34,915	35,131
BAIRD CORE PLUS BOND INST	288,381	297,175
HARTFORD WORLD BOND FUND	78,311	77,537
METROPOLITAN WEST #512	344,101	344,772
VANGUARD EMERGING MARKETS BOND	74,148	80,669
BLACKROCK EMERGING MARKETS FUN
DODGE & COX GLOBAL BOND FUND	75,744	78,152

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	20,096	26,048
ABBOTT LABORATORIES	34,822	43,726
APPLE COMPUTER INCORPORATED	18,743	50,838
ADOBE INC	15,678	15,400
BANK OF AMERICA CORP	25,002	48,125
CONSTELLATION BRANDS
CATERPILLAR INCORPORATED	14,304	48,694
CHEVRON CORP	7,445	11,736
EQT CORPORATION	19,516	17,366
EXXON MOBIL CORP	13,441	19,134
DARDEN RESTAURANTS INC.	16,558	18,218
WALT DISNEY CO	33,271	38,568
ECOLAB INC	12,144	17,064
GENERAL MOTORS CO	13,583	31,959
INTUIT COM	20,808	21,860
GILEAD SCIENCES INC	14,399	27,371
RAYTHEON TECHNOLOGIES CORP	23,409	49,518
HONEWELL INTERNATIONAL INC	19,652	26,532
INTEL CORPORATION	16,433	22,841
JP MORGAN CHASE & CO	24,453	70,888
JOHNSON & JOHNSON COMPANY
APTAR GROUP INC
LOWES COMPANIES INC	16,199	26,045
MICROSOFT CORPORATION	28,214	59,485
FISERV INC
PEPSICO INCORPORATED	20,769	21,959
PFIZER INCORPORATED	33,262	21,339
PROCTER & GAMBLE COMPANY	21,669	24,506
QUALCOMM INCORPORATED	12,237	22,579
FREEPORT-MCMORAN	11,494	13,256
AMERICAN TOWER CORPORATION
SPDR UTILITES SELECT SECTOR	41,672	56,991
AMAZON.COM INC	39,313	43,394
STRYKER CORPORATION	22,231	39,716
REXFORD INDUSTRIAL REALTY INC
REALTY INCOME CORP	15,900	14,938
VISA INC CL A	22,103	38,929
DOLLAR TREE INC	15,679	20,174
EATON CORPORATION PLC ID IRELA	11,229	37,266
ISHARES RUSSELL 2000 INDEX FD	171,265	275,453
S&P 500 DEPOSITARY RECEIPTS (S	286,181	384,603
ROSS STORES INC.	27,349	36,568
BROWN ADVISORY SMALL-CAP FUNDA	193,503	230,383
CORNING INC	25,356	52,186
XYLEM INC	15,649	15,388
BLACKROCK MULTI-ASSET INCOME #	140,115	154,177
EATON VANCE ALL ASSET STRATEGY
PRINCIPAL REAL ESTATE SECURITI	207,831	234,960
ROPER TECHNOLOGIES
INTERNATIONAL BUSINESS MACHINE	34,154	69,017
HARTFORD FINL SVCS GRP	30,070	52,640
ALPHABET INC CL A	40,144	96,717
SCHLUMBERGER LTD FR
ACCENTURE PLC IE
MFS INTERNATIONAL EQUITY FUND	263,488	355,865
CBOE GLOBAL MARKETS INC	8,841	16,566
THERMO FISHER SCIENTIFIC, INC.
BROADCOM INC	27,539	58,145
CHECK POINT SOFTWARE TECH LTD	25,846	30,061
ROYAL CARIBBEAN CRUISES LTD	8,311	15,341
JP MORGAN INTERNATIONAL RESEAR	300,830	352,685
EATON VANCE PARAMETRIC COMMODI	111,159	114,114
AQR MANAGED FUTURES STRATEGY F	104,360	113,285
LINDE PLC	15,246	15,350
SALESFORCE.COM	29,907	24,372
DIMENSIONAL EMERGING MARKETS C	175,585	177,375
JP MORGAN EQUITY PREMIUM INCOM	171,026	177,272
VANGUARD EMERGING MARKETS SELE	179,349	181,999

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE -	1,500	0		1,500
Rent and Royalty Expense	3,275

Category	Amount	Net Investment Income
FOREIGN TAXES	195	195
REAL ESTATE TAX ON NON-RENTAL	11,933	11,933
FEDERAL TAX PAYMENT - PRIOR YE	1,854	0
FEDERAL ESTIMATES - PRINCIPAL	4,930	0