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
BROWN F FINCH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
  Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

56-6037909
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,928,553J 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... 72,253 72,232  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 92,483
b Gross sales price for all assets on line 6a 289,900
7 Capital gain net income (from Part IV, line 2)... 92,483
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........ 164,736 164,715  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,412 16,447   10,965
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
1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,061 1,732   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
844 844    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,567 19,773 0 11,465
25 Contributions, gifts, grants paid....... 115,577 115,577
26 Total expenses and disbursements. Add lines 24 and 25 ................ 148,144 19,773 0 127,042
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,592
b Net investment income (if negative, enter -0-) 144,942
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.............      
2 Savings and temporary cash investments......... 78,363 49,788 49,788
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)....... 1,792,617 Click to see attachment
List of Attached Documents:
// Content
1,838,440 		2,878,765
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,870,980 1,888,228 2,928,553
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........ 1,870,980 1,888,228
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)..... 1,870,980 1,888,228
30 Total liabilities and net assets/fund balances (see instructions). 1,870,980 1,888,228
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,870,980
2
Enter amount from Part I, line 27a .....................
2
16,592
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
787
4
Add lines 1, 2, and 3 ..........................
4
1,888,359
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
131
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,888,228
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 4. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-20 2025-02-27
b 4. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-21 2025-02-27
c 1. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-19 2025-02-27
d 1. LOCKHEED MARTIN CORPORATION   2022-05-25 2025-02-27
e 3. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-27
1. UNITEDHEALTH GROUP INC   2024-11-20 2025-02-27
2. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-28
3. BROADCOM INC   2016-12-28 2025-03-11
9. WAL-MART STORES INCORPORATED   2023-11-21 2025-03-11
2593.361 DOUBLELINE LOW DURATION BOND FUND CL R6   2022-01-18 2025-03-20
75. ISHARES CORE S&P 500 ETF   2015-01-12 2025-03-20
425. ISHARES RUSSELL MID-CAP ETF   2020-04-24 2025-03-20
100. ISHARES RUSSELL 2000 ETF   2018-08-08 2025-03-20
50. ISHARES S&P SMALLCAP 600 GROWTH ETF   2024-06-06 2025-03-20
87.057 JP MORGAN UNDISC MGRS BEHAVIORAL VAL FD CL R6   2014-06-26 2025-03-20
45.987 JP MORGAN UNDISC MGRS BEHAVIORAL VAL FD CL R6   2014-10-02 2025-03-20
51.299 JP MORGAN UNDISC MGRS BEHAVIORAL VAL FD CL R6   2016-01-19 2025-03-20
3. CHEVRONTEXACO CORP COM   2023-04-25 2025-03-25
3. CHEVRONTEXACO CORP COM   2023-12-20 2025-03-25
4. CHEVRONTEXACO CORP COM   2021-10-27 2025-03-25
3. EOG RESOURCES INC   2022-01-18 2025-03-25
3. EOG RESOURCES INC   2020-12-08 2025-03-25
2. GENUINE PARTS COMPANY   2023-07-18 2025-04-08
5. GENUINE PARTS COMPANY   2023-06-27 2025-04-08
1. MICROSOFT CORPORATION   2024-11-20 2025-04-08
1. MICROSOFT CORPORATION   1997-12-26 2025-04-08
4. PPG INDUSTRIES INC   2021-12-22 2025-04-08
3. PPG INDUSTRIES INC   2021-12-21 2025-04-08
3. PPG INDUSTRIES INC   2023-03-01 2025-04-08
2. PPG INDUSTRIES INC   2022-07-06 2025-04-08
1. PPG INDUSTRIES INC   2022-09-27 2025-04-08
1. GENUINE PARTS COMPANY   2023-06-26 2025-04-09
2. GENUINE PARTS COMPANY   2024-05-21 2025-04-09
3. PPG INDUSTRIES INC   2022-09-27 2025-04-09
1. ABBVIE INC SHS   2024-12-24 2025-04-22
1. ABBVIE INC SHS   2023-08-16 2025-04-22
2. ABBVIE INC SHS   2021-12-21 2025-04-22
4. COCA COLA CO COM   2024-08-27 2025-04-22
3. COCA COLA CO COM   2023-03-28 2025-04-22
4. COCA COLA CO COM   2021-05-26 2025-04-22
7. MERCK AND CO INC SHS   2008-10-10 2025-04-22
3. VALERO ENERGY CORP - NEW   2022-11-23 2025-04-22
2. VALERO ENERGY CORP - NEW   2024-10-08 2025-04-22
1. VALERO ENERGY CORP - NEW   2023-11-21 2025-04-22
4153.686 DOUBLELINE LOW DURATION BOND FUND CL R6   2022-01-18 2025-05-07
5. GENERAL MILLS INC   2024-04-09 2025-05-21
7. GENERAL MILLS INC   2024-04-10 2025-05-21
1. GENERAL MILLS INC   2023-11-08 2025-05-21
3. TEXAS INSTRS INC   2009-10-27 2025-05-21
2. UNITEDHEALTH GROUP INC   2024-07-30 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-11-05 2025-05-21
1. UNITEDHEALTH GROUP INC   2023-12-08 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-07-16 2025-05-21
1. ABBVIE INC SHS   2021-12-21 2025-06-26
2. ABBVIE INC SHS   2021-12-07 2025-06-26
4. ABBVIE INC SHS   2021-09-01 2025-06-26
1. BECTON DICKINSON & COMPANY   2022-05-25 2025-06-26
2. BECTON DICKINSON & COMPANY   2022-12-06 2025-06-26
1. BECTON DICKINSON & COMPANY   2021-05-26 2025-06-26
3. MARSH & MCLENNAN COS INC   2024-12-24 2025-06-26
1. MARSH & MCLENNAN COS INC   2012-10-12 2025-06-26
3. WAL-MART STORES INCORPORATED   2023-11-21 2025-06-26
3. WAL-MART STORES INCORPORATED   2023-04-25 2025-06-26
1. BECTON DICKINSON & COMPANY   2021-05-26 2025-06-27
1. BECTON DICKINSON & COMPANY   2024-01-16 2025-06-27
2. AUTOMATIC DATA PROCESSING INC   2024-11-20 2025-06-30
5. BROADCOM INC   2016-12-28 2025-06-30
1. HOME DEPOT INC   2023-08-16 2025-06-30
1. HOME DEPOT INC   2023-01-17 2025-06-30
1. TRANE TECHNOLOGIES PLC   2017-01-03 2025-06-30
15. COMCAST CORP NEW CL A COM   2024-12-05 2025-07-29
7. COMCAST CORP NEW CL A COM   2024-12-18 2025-07-29
1. CISCO SYSTEMS INCORPORATED   2025-02-27 2025-08-13
1. CISCO SYSTEMS INCORPORATED   2022-11-23 2025-08-13
10. CISCO SYSTEMS INCORPORATED   2022-12-22 2025-08-13
4. CISCO SYSTEMS INCORPORATED   2013-03-07 2025-08-13
4. J P MORGAN CHASE & CO COM   2008-12-10 2025-08-13
3. LAM RESH CORP   2019-01-09 2025-08-13
1. LAM RESH CORP   2019-01-22 2025-08-13
2. ACCENTURE PLC SHS   2024-10-22 2025-08-13
1. ACCENTURE PLC SHS   2024-08-27 2025-08-13
2. ACCENTURE PLC SHS   2023-11-21 2025-08-13
1. ACCENTURE PLC SHS   2023-08-16 2025-08-13
6. EXXON MOBIL CORPORATION   2025-03-25 2025-08-26
2. EXXON MOBIL CORPORATION   2025-02-27 2025-08-26
10. GENERAL MILLS INC   2023-11-08 2025-08-26
8. GENERAL MILLS INC   2023-11-21 2025-08-26
6. GENERAL MILLS INC   2024-12-18 2025-08-26
2. HOME DEPOT INC   2006-05-11 2025-08-26
3. WAL-MART STORES INCORPORATED   2023-04-25 2025-08-26
6. WAL-MART STORES INCORPORATED   2023-01-31 2025-08-26
50. ISHARES CORE S&P 500 ETF   2015-01-12 2025-09-22
222. VANGUARD FTSE EMERGING MARKETS ETF   2021-01-29 2025-09-22
6. EOG RESOURCES INC   2020-12-08 2025-09-23
3. HONEYWELL INTERNATIONAL INC   2024-07-16 2025-09-23
1. HONEYWELL INTERNATIONAL INC   2022-02-02 2025-09-23
2. HONEYWELL INTERNATIONAL INC   2023-10-10 2025-09-23
3. HONEYWELL INTERNATIONAL INC   2005-11-07 2025-09-23
9. WELLS FARGO COMPANY   2024-09-24 2025-09-23
4. WELLS FARGO COMPANY   2023-12-20 2025-09-23
12. EOG RESOURCES INC   2020-12-08 2025-10-07
1. ABBOTT LABORATORIES   2025-06-26 2025-11-04
1. ABBVIE INC SHS   2021-09-01 2025-11-04
1. AMEREN CORP   2023-11-21 2025-11-04
1. AUTOMATIC DATA PROCESSING INC   2024-12-24 2025-11-04
1. AVALONBAY CMNTYS INC COM   2022-02-02 2025-11-04
1. BANK NEW YORK MELLON CORP   2025-08-14 2025-11-04
22. BRISTOL MYERS SQUIBB CO COM   2024-12-05 2025-11-04
1. EXXON MOBIL CORPORATION   2025-02-27 2025-11-04
1. GENERAL DYNAMICS CORP   2025-04-22 2025-11-04
1. J P MORGAN CHASE & CO COM   2008-12-10 2025-11-04
1. JOHNSON & JOHNSON   2025-08-13 2025-11-04
1. MCDONALDS CORP   2024-10-08 2025-11-04
1. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2021-11-24 2025-11-04
1. PNC FINCL SERVICES GROUP   2024-09-24 2025-11-04
1. PROCTER & GAMBLE CO COM   2025-02-27 2025-11-04
1. TJX COMPANIES INCORPORATED NEW   2024-03-27 2025-11-04
1. UNION PAC CORP COM   2017-05-16 2025-11-04
1. WEC ENERGY GROUP INC SHS   2012-02-14 2025-11-04
1. WAL-MART STORES INCORPORATED   2023-01-31 2025-11-04
1. WASTE MANAGEMENT INC   2025-02-27 2025-11-04
1. CHUBB LTD   2025-03-11 2025-11-04
5. BLACKSTONE INC   2022-12-22 2025-11-18
4. BROADCOM INC   2016-12-28 2025-11-18
2. MICROSOFT CORPORATION   1997-12-26 2025-11-18
1. NORTHROP CORPORATION   2021-12-21 2025-11-18
2. SOLSTICE ADVANCED MATERIALS INC REGISTER   2005-11-07 2025-11-18
4. BLACKSTONE INC   2022-12-22 2025-11-19
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2005-11-07 2025-11-19
2. MICROSOFT CORPORATION   1997-12-26 2025-12-17
3. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-09 2025-12-17
6. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-17
3. ACCENTURE PLC SHS   2025-04-08 2025-12-17
9. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-18
5. ABBOTT LABORATORIES   2025-06-26 2025-12-30
3. ABBOTT LABORATORIES   2021-05-26 2025-12-30
4. LAM RESH CORP   2019-01-22 2025-12-30
4. MARSH & MCLENNAN COS INC   2012-10-12 2025-12-30
.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2005-11-07 2025-12-30
2. EATON CORP PLC   2025-03-25 2025-12-30
2. EATON CORP PLC   2025-03-25 2025-12-31
2. EATON CORP PLC   2025-03-26 2025-12-31
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(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 444   372 72
b 444   372 72
c 111   93 18
d 446   447 -1
e 1,338   570 768
469   593 -124
895   380 515
583   54 529
790   467 323
25,000   25,571 -571
42,477   15,318 27,159
36,494   20,133 16,361
20,551   16,765 3,786
6,282   6,509 -227
7,084   4,904 2,180
3,742   2,500 1,242
4,174   2,538 1,636
498   508 -10
498   457 41
663   448 215
382   321 61
382   156 226
213   334 -121
533   825 -292
359   414 -55
359   15 344
366   663 -297
275   491 -216
275   402 -127
183   235 -52
92   110 -18
105   163 -58
211   302 -91
276   331 -55
173   179 -6
173   152 21
347   261 86
294   286 8
221   184 37
294   220 74
549   179 370
336   417 -81
224   275 -51
112   123 -11
40,000   40,955 -955
267   350 -83
373   488 -115
53   65 -12
556   72 484
606   1,153 -547
303   567 -264
303   546 -243
303   543 -240
187   130 57
373   243 130
747   436 311
169   253 -84
339   488 -149
169   237 -68
647   641 6
216   34 182
289   156 133
289   152 137
171   237 -66
171   235 -64
612   597 15
1,371   90 1,281
367   336 31
367   329 38
437   59 378
494   642 -148
231   271 -40
71   65 6
71   49 22
707   469 238
283   88 195
1,158   135 1,023
320   43 277
107   14 93
491   744 -253
246   340 -94
491   662 -171
246   310 -64
663   700 -37
221   222 -1
492   654 -162
393   516 -123
295   384 -89
812   82 730
287   152 135
573   287 286
33,515   10,212 23,303
12,008   11,532 476
697   311 386
628   654 -26
209   207 2
419   373 46
628   103 525
766   489 277
341   202 139
1,320   622 698
125   133 -8
216   109 107
102   77 25
260   296 -36
174   252 -78
108   103 5
1,011   1,296 -285
114   111 3
341   273 68
311   34 277
187   174 13
299   301 -2
166   101 65
183   185 -2
147   172 -25
140   101 39
219   111 108
111   34 77
102   48 54
198   230 -32
283   292 -9
683   338 345
1,364   72 1,292
988   30 958
567   379 188
83   16 67
546   270 276
42   8 34
952   30 922
239   201 38
479   398 81
829   851 -22
727   597 130
627   666 -39
376   352 24
699   56 643
749   138 611
37   6 31
642   599 43
639   599 40
639   587 52
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
      4,758
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       72
b       72
c       18
d       -1
e       768
      -124
      515
      529
      323
      -571
      27,159
      16,361
      3,786
      -227
      2,180
      1,242
      1,636
      -10
      41
      215
      61
      226
      -121
      -292
      -55
      344
      -297
      -216
      -127
      -52
      -18
      -58
      -91
      -55
      -6
      21
      86
      8
      37
      74
      370
      -81
      -51
      -11
      -955
      -83
      -115
      -12
      484
      -547
      -264
      -243
      -240
      57
      130
      311
      -84
      -149
      -68
      6
      182
      133
      137
      -66
      -64
      15
      1,281
      31
      38
      378
      -148
      -40
      6
      22
      238
      195
      1,023
      277
      93
      -253
      -94
      -171
      -64
      -37
      -1
      -162
      -123
      -89
      730
      135
      286
      23,303
      476
      386
      -26
      2
      46
      525
      277
      139
      698
      -8
      107
      25
      -36
      -78
      5
      -285
      3
      68
      277
      13
      -2
      65
      -2
      -25
      39
      108
      77
      54
      -32
      -9
      345
      1,292
      958
      188
      67
      276
      34
      922
      38
      81
      -22
      130
      -39
      24
      643
      611
      31
      43
      40
      52
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 92,483
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 2,015
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 2,015
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 2,015
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,468
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 1,468
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....... 9 547
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)
NC
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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
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
BANK OF AMERICA TRUSTEE
1 		27,412    
PO BOX 653067
DALLAS,TX752653067
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
2,728,459
b
Average of monthly cash balances.......................
1b
44,092
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,772,551
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,772,551
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,588
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,730,963
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
136,548
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
136,548
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,015
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,015
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
134,533
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
134,533
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
134,533
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
127,042
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
127,042
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 7 134,533
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 115,577
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: $ 127,042
a Applied to 2024, but not more than line 2a 115,577
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..... 11,465
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 .......... 		123,068
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)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RUTH ANNE POTEAT US TRUST
800 GREEN VALLEY RD
GREENSBORO,NC27408
(336) 543-1325
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORMAT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

MEMORIAL UNITED METHODIST CHURCH

PO BOX 428
THOMASVILLE,NC273610428 		N/A   UNRESTRICTED GENERAL 5,000

NOVANT HEALTH FOUNDATION

2085 FRONTIS PLAZA BLVD
WINSTONSALEM,NC27103 		N/A   UNRESTRICTED GENERAL 45,000

COOPERATIVE COMMUNITY MINISTRY

10 W GUILFORD
THOMASVILLE,NC27360 		N/A   UNRESTRICTED GENERAL 35,577

HPT4LIFE

7003 BALL PARK ROAD
THOMASVILLE,NC27360 		N/A   UNRESTRICTED GENERAL 30,000
Total ................................. 3a 115,577
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 72,253  
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 92,483  
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) ..   164,736  
13Total. Add line 12, columns (b), (d), and (e)..................
13
164,736
(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:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250 750   500

TY 2025 GeneralExplanationAttachment
Name:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Identifier Return Reference Explanation
FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

TY 2025 InvestmentsCorpStockSchedule
Name:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED    
381430107 GOLDMAN SACHS ETF TR 51,492 60,116
464285204 ISHARES GOLD TR SHS 37,695 81,170
464287200 ISHARES CORE S&P 500 106,409 376,717
464287465 ISHARES MSCI EAFE 163,489 266,483
464287499 ISHARES RUSSELL MIDC 192,688 433,215
464287655 ISHARES TR RUSSELL 2 47,447 73,848
464287887 ISHARES S&P SMALLCAP 60,194 67,051
464288638 ISHARES TR ISHARES 5 100,220 107,760
46434G103 ISHARES INC CORE MSC 23,869 33,610
46435U853 ISH USD HIGH YIELD C 54,217 57,962
922042858 VANGUARD FTSE EMERGI 98,788 126,336
92206C870 VANGUARD INTERMEDIAT 100,353 107,200
922908736 VANGUARD GROWTH ETF 137,254 195,144
46090F100 INVESCO OPTIMUM YIEL 46,963 47,700
00203H446 AQR LONG SHORT EQUIT 45,000 53,229
64128R608 NEUBERGER BERMAN LON 50,000 62,745
904504479 JP MORGAN UNDISC MGR 36,746 58,279
258620541 DOUBLELINE LOW DURAT 76,141 74,826
72201M487 PIMCO DYNAMIC BOND F 50,000 54,132
00191K336 AQR DIVERSIFYING STR 50,000 53,201
27830W108 EATON VANCE GLB MACR 50,000 57,609
38147X325 GOLDMAN SACHS ABSOLU 64,000 73,177
72202L645 PIMCO RAE EMERGING M 35,000 38,973
053484101 AVALONBAY CMMUN INC 1,345 1,088
74340W103 PROLOGIS INC 1,455 1,532
95040Q104 WELLTOWER INC 822 1,114
166764100 CHEVRON CORP 4,021 5,487
20825C104 CONOCOPHILLIPS 3,125 3,370
30231G102 EXXON MOBIL CORP 4,690 7,461
91913Y100 VALERO ENERGY CORP N 1,248 2,605
G54950103 LINDE PLC NEW 2,257 3,411
053611109 AVERY DENNISON CORP 1,422 1,819
695156109 PACKAGING CORP AMERI 1,009 1,650
G29183103 EATON CORP PLC 1,186 1,274
G8994E103 TRANE TECHNOLOGIES P 468 3,114
053015103 AUTOMATIC DATA PROC 1,048 3,087
126408103 CSX CORP 2,116 2,356
231021106 CUMMINS INC 961 3,063
291011104 EMERSON ELEC CO 1,580 1,593
369550108 GENL DYNAMICS CORP 3,136 4,040
438516106 HONEYWELL INTL INC D 485 2,926
452308109 ILLINOIS TOOL WORKS 2,751 2,709
666807102 NORTHROP GRUMMAN COR 2,134 3,421
701094104 PARKER HANNIFIN CORP 806 7,032
907818108 UNION PACIFIC CORP 1,627 3,470
94106L109 WASTE MANAGEMENT INC 1,016 3,296
278642103 EBAY INC 1,342 2,178
437076102 HOME DEPOT INC 576 4,817
580135101 MCDONALDS CORP 2,327 4,890
872540109 TJX COS INC NEW 2,342 3,687
02209S103 ALTRIA GROUP INC 3,605 3,517
191216100 COCA COLA COM 3,134 3,915
609207105 MONDELEZ INTERNATION 2,870 2,799
713448108 PEPSICO INC 1,314 1,866
718172109 PHILIP MORRIS INTL I 1,133 1,123
742718109 PROCTER & GAMBLE CO 4,312 6,592
931142103 WALMART INC 2,467 7,910
G5960L103 MEDTRONIC PLC SHS 2,829 3,458
002824100 ABBOTT LABS 3,029 3,884
00287Y109 ABBVIE INC SHS 2,486 5,255
046353108 ASTRAZENECA PLC SPND 2,420 2,574
110122108 BRISTOL-MYERS SQUIBB 2,219 2,212
235851102 DANAHER CORP DEL 1,447 1,602
375558103 GILEAD SCIENCES INC 3,108 3,437
478160104 JOHNSON AND JOHNSON 5,577 11,589
58933Y105 MERCK AND CO INC SHS 1,643 3,789
91324P102 UNITEDHEALTH GROUP I 2,719 3,961
H1467J104 CHUBB LTD 2,531 6,555
025816109 AMER EXPRESS COMPANY 2,396 2,590
064058100 BANK NEW YORK MELLON 2,929 6,269
09290D101 BLACKROCK INC REG SH 1,284 4,281
12572Q105 CME GROUP INC 1,367 4,369
46625H100 JPMORGAN CHASE & CO 1,652 17,078
571748102 MARSH & MCLENNAN COS 549 2,968
617446448 MORGAN STANLEY 3,154 5,858
693475105 PNC FINCL SERVICES G 2,418 6,262
92826C839 VISA INC CL A SHRS 2,898 4,209
949746101 WELLS FARGO & CO 4,306 8,574
G1151C101 ACCENTURE PLC SHS 1,098 2,146
G87052109 TE CONNECTIVITY PLC 2,453 3,640
032654105 ANALOG DEVICES INC 3,577 6,780
11135F101 BROADCOM INC 324 6,230
17275R102 CISCO SYSTEMS INC 1,863 6,548
459200101 INTL BUSINESS MACHIN 2,672 6,220
482480100 KLA CORP 467 6,075
512807306 LAM RESH CORP 349 4,280
594918104 MICROSOFT CORP 255 8,222
747525103 QUALCOMM INC 1,510 1,539
79466L302 SALESFORCE INC 2,086 2,119
882508104 TEXAS INSTRUMENTS 217 1,561
00206R102 AT&T INC 3,215 5,142
02079K305 ALPHABET INC SHS 3,975 6,886
20030N101 COMCAST CORP NEW CL 3,542 4,065
254687106 DISNEY (WALT) CO COM 4,692 5,006
023608102 AMEREN CORP 1,045 1,797
025537101 AMN ELEC POWER CO 1,107 2,422
125896100 CMS ENERGY CORP 312 1,189
233331107 DTE ENERGY COMPANY 491 903
29364G103 ENTERGY CORP NEW 2,235 3,697
65339F101 NEXTERA ENERGY INC S 657 1,846
842587107 SOUTHERN COMPANY 2,729 3,401
92939U106 WEC ENERGY GROUP INC 513 1,582

TY 2025 OtherDecreasesSchedule
Name:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Description Amount
ROUNDING 7
CARRYING VALUE ADJUSTMENT 11
SALES ADJUSTMENT 92
COST BASIS ADJUSTMENT 21


TY 2025 OtherExpensesSchedule
Name:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 844 844   0


TY 2025 OtherIncreasesSchedule
Name:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Description Amount
INCOME ADJUSTMENT 787


TY 2025 TaxesSchedule
Name:
BROWN F FINCH FOUNDATION
EIN:
56-6037909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 1,329 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,015 1,015   0
FOREIGN TAXES ON NONQUALIFIED 717 717   0