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
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1522 - TRUST TAX DEPT
  Room/suite
City or town
ELMIRA
State or province
NY
Country  
ZIP or foreign postal code
14902
A Employer identification number

45-6696498
B Telephone number (see instructions)

6077373840
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)$6,428,737J 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... 155,020 155,020  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 352,960
b Gross sales price for all assets on line 6a 3,444,355
7 Capital gain net income (from Part IV, line 2)... 352,960
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........ 507,980 507,980  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,704 46,533   5,170
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
880 0 0 880
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
8,618 928   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
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,452 47,461 0 6,300
25 Contributions, gifts, grants paid....... 116,090 116,090
26 Total expenses and disbursements. Add lines 24 and 25 ................ 177,542 47,461 0 122,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 330,438
b Net investment income (if negative, enter -0-) 460,519
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......... 366,904 363,452 363,452
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)....... 1,602,054 Click to see attachment
List of Attached Documents:
// Content
1,543,720 		1,940,372
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).......... 3,521,609 Click to see attachment
List of Attached Documents:
// Content
3,870,034 		4,124,913
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) 5,490,567 5,777,206 6,428,737
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........ 5,490,567 5,777,206
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)..... 5,490,567 5,777,206
30 Total liabilities and net assets/fund balances (see instructions). 5,490,567 5,777,206
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
5,490,567
2
Enter amount from Part I, line 27a .....................
2
330,438
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
7,043
4
Add lines 1, 2, and 3 ..........................
4
5,828,048
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
50,842
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,777,206
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 255. HONEYWELL INTERNATIONAL INC   2024-07-02 2025-02-11
b 335. COLGATE PALMOLIVE   2024-01-09 2025-02-12
c 250. TEXAS INSTRUMENTS   2024-11-14 2025-02-12
d 475. ZIMMER BIOMET HOLDINGS, INC   2024-03-12 2025-02-12
e 60. AMAZON.COM   2023-05-18 2025-02-20
45. AMERICAN EXPRESS   2022-04-06 2025-02-20
20. META PLATFORMS INC   2024-12-23 2025-02-20
117.795 FIDELITY INTL INDX-INST PRM   2022-12-28 2025-02-20
100. JPMORGAN CHASE & COMPANY     2025-02-20
155. SECTOR SPDR COMM SERV ETF   2023-06-23 2025-02-20
910. SPROTT PHYSICAL GOLD TRUST COMMODITY   2024-09-19 2025-02-20
9.741 VANGUARD S&P M/C 400 IDX-INS   2022-12-28 2025-02-20
55. VISA INC-CLASS A SHARES   2024-01-11 2025-02-20
100. UNITEDHEALTH GROUP INC     2025-02-24
170. ALPHABET INC-CL C   2024-07-02 2025-03-05
140. AMAZON.COM   2023-05-18 2025-03-05
70. MICROSOFT     2025-03-05
205. NVIDIA CORP   2024-11-27 2025-03-05
430. SECTOR SPDR MATERIALS SELECT ETF   2024-05-16 2025-03-05
240. SECTOR SPDR INDUSTRIAL SELECT SECT SPDR     2025-03-05
510. SECTOR SPDR TECHNOLOGY SELECT ETF     2025-03-05
385. SECTOR SPDR UTILITIES SELECT ETF   2021-12-20 2025-03-05
1245. US BANCORP   2024-03-12 2025-03-05
300. VANECK SEMICONDUCTOR ETF     2025-03-05
175. ALPHABET INC-CL C     2025-04-04
20. AMAZON.COM   2024-07-02 2025-04-04
115. AMAZON.COM   2023-05-18 2025-04-04
120. APPLE INC   2024-08-12 2025-04-04
710. BANK OF AMERICA CORP   2024-03-12 2025-04-04
255. EMERSON ELECTRIC   2024-05-16 2025-04-04
225. JPMORGAN CHASE & COMPANY   2023-03-08 2025-04-04
65. MICROSOFT   2008-12-15 2025-04-04
155. PALO ALTO NETWORKS INC     2025-04-04
1015. STATE S&P REGIONAL BANKING     2025-04-04
150. SECTOR SPDR CONSUMER DISCRETIONARY SELT   2024-11-14 2025-04-04
300. SECTOR SPDR CONSUMER DISCRETIONARY SELT   2023-06-12 2025-04-04
480. SECTOR SPDR ENERGY SELECT SECTOR SPDR ET     2025-04-04
475. SECTOR SPDR INDUSTRIAL SELECT SECT SPDR   2023-06-12 2025-04-04
65. SECTOR SPDR TECHNOLOGY SELECT ETF   2024-11-14 2025-04-04
190. SECTOR SPDR TECHNOLOGY SELECT ETF   2024-11-14 2025-04-04
638. SECTOR SPDR TECHNOLOGY SELECT ETF     2025-04-04
890. SECTOR SPDR COMM SERV ETF     2025-04-04
1525. SECTOR SPDR REAL ESTATE SELECT ETF     2025-04-04
95. UNION PACIFIC   2024-11-14 2025-04-04
305. VANECK SEMICONDUCTOR ETF     2025-04-04
60. MCDONALDS CORP     2025-04-29
335. SECTOR SPDR UTILITIES SELECT ETF   2024-11-14 2025-04-29
430. SECTOR SPDR UTILITIES SELECT ETF   2021-12-20 2025-04-29
2340. INVESCO S&P 500 EQUAL WEIGHT   2025-04-09 2025-05-19
590. SECTOR SPDR HEALTH CARE SELECT ETF     2025-05-28
795. ISHARES US CONSUMER STAPLES   2025-03-05 2025-05-29
120. MCDONALDS CORP   2024-08-07 2025-06-10
160. WALT DISNEY COMPANY   2024-03-12 2025-06-23
118. DUKE ENERGY CORP   2025-03-05 2025-06-23
30. ECOLAB INC   2023-05-18 2025-06-23
189. EMERSON ELECTRIC   2024-05-16 2025-06-23
615.909 GUGGENHEIM CORE BOND INST   2023-06-21 2025-06-23
18. INTERCONTINENTAL EXCHANGE INC   2024-03-19 2025-06-23
34. JPMORGAN CHASE & COMPANY   2023-03-08 2025-06-23
2344.3 LORD ABBETT SHRT DUR INC-I   2021-03-02 2025-06-23
10. MICROSOFT   2008-12-15 2025-06-23
98. PALO ALTO NETWORKS INC   2024-07-02 2025-06-23
87. RTX CORPORATION   2025-02-11 2025-06-23
170. SECTOR SPDR HEALTH CARE SELECT ETF   2025-03-05 2025-06-23
182. SECTOR SPDR HEALTH CARE SELECT ETF   2021-09-29 2025-06-23
121. SECTOR SPDR CONSUMER STAPLES SPDR ETF     2025-06-23
154. SOUTHERN COMPANY   2025-03-05 2025-06-23
183.653 VANGUARD S&P M/C 400 IDX-INS   2022-12-28 2025-06-23
5289.744 VANGUARD TOT BD MKT IDX-ADM   2021-10-22 2025-06-23
696.814 VANGUARD HIGH YIELD CORP-ADM   2021-02-23 2025-06-23
108.36 VANGUARD L/T GVT BD IDX-ADM   2023-12-04 2025-06-23
598. VERIZON   2025-03-05 2025-06-23
5. BERKSHIRE HATHAWAY INC   2025-06-23 2025-07-01
81. BERKSHIRE HATHAWAY INC     2025-07-01
158. SECTOR SPDR HEALTH CARE SELECT ETF   2025-03-05 2025-07-01
65. BERKSHIRE HATHAWAY INC   2024-07-02 2025-08-11
210. PALO ALTO NETWORKS INC   2024-07-02 2025-08-11
1473.16 FIDELITY INTL INDX-INST PRM   2022-12-28 2025-09-11
119. ISHARES S&P 500 INDEX FUND   2024-05-30 2025-09-11
922. SPROTT PHYSICAL GOLD TRUST COMMODITY   2024-04-04 2025-09-11
456. COCA-COLA   2024-07-02 2025-09-17
117. INTERCONTINENTAL EXCHANGE INC   2024-03-19 2025-09-17
79. THE TRAVELERS COMPANIES INC     2025-09-17
4428. SPROTT PHYSICAL GOLD TRUST COMMODITY     2025-10-07
945. SECTOR SPDR REAL ESTATE SELECT ETF   2025-05-28 2025-10-10
752. VERIZON   2025-03-05 2025-10-22
191. PROCTER & GAMBLE   2025-09-17 2025-11-19
174. ALPHABET INC-CL C   2024-05-16 2025-11-24
49. APPLE INC   2024-08-12 2025-11-24
34. BROADCOM INC   2024-12-12 2025-11-24
38. CISCO   2025-06-23 2025-11-24
81. JOHNSON & JOHNSON   2025-03-05 2025-11-24
63. MERCK & CO INC   2025-07-01 2025-11-24
83. NVIDIA CORP   2025-06-23 2025-11-24
22. RTX CORPORATION   2025-02-11 2025-11-24
40. SECTOR SPDR TECHNOLOGY SELECT ETF   2025-06-23 2025-11-24
60. MEDTRONIC PLC   2024-03-12 2025-11-24
329. SECTOR SPDR TECHNOLOGY SELECT ETF   2025-06-23 2025-12-22
CAPITAL GAIN DIVIDENDS P    
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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 52,775   54,131 -1,356
b 29,044   27,025 2,019
c 44,663   51,604 -6,941
d 47,016   60,931 -13,915
e 13,354   7,050 6,304
13,656   8,245 5,411
13,917   11,967 1,950
6,078   4,820 1,258
26,763   13,998 12,765
16,150   9,928 6,222
20,637   18,353 2,284
4,180   3,131 1,049
19,244   14,528 4,716
46,184   55,348 -9,164
29,831   31,468 -1,637
29,259   16,450 12,809
28,058   15,955 12,103
24,154   27,640 -3,486
37,881   39,367 -1,486
32,212   25,109 7,103
113,152   80,478 32,674
29,814   26,697 3,117
55,653   54,074 1,579
68,924   76,442 -7,518
26,239   32,107 -5,868
3,497   3,955 -458
20,108   13,513 6,595
22,829   26,075 -3,246
24,383   25,625 -1,242
24,274   28,919 -4,645
47,662   30,876 16,786
23,616   1,236 22,380
23,995   29,512 -5,517
49,851   64,574 -14,723
27,814   32,395 -4,581
55,627   49,239 6,388
38,181   44,090 -5,909
56,466   49,054 7,412
11,988   15,265 -3,277
35,041   44,619 -9,578
117,665   86,060 31,605
78,336   55,601 22,735
60,003   65,765 -5,762
20,382   22,472 -2,090
55,779   76,392 -20,613
18,919   17,924 995
26,503   26,380 123
34,019   29,817 4,202
420,372   382,537 37,835
77,667   80,230 -2,563
56,195   56,253 -58
36,093   32,492 3,601
18,840   18,014 826
13,766   13,634 132
7,955   5,235 2,720
24,407   21,434 2,973
10,009   10,015 -6
3,226   2,457 769
9,422   4,666 4,756
9,072   9,870 -798
4,854   190 4,664
19,872   16,625 3,247
12,648   11,216 1,432
22,417   25,475 -3,058
24,000   23,549 451
9,820   8,913 907
13,938   13,686 252
75,832   59,035 16,797
50,834   59,192 -8,358
3,826   4,167 -341
2,014   2,103 -89
25,180   25,702 -522
2,445   2,431 14
39,612   26,028 13,584
21,586   23,677 -2,091
30,186   26,387 3,799
35,363   35,626 -263
88,110   60,282 27,828
78,641   62,770 15,871
25,733   16,537 9,196
30,448   28,779 1,669
20,133   15,969 4,164
21,735   20,618 1,117
134,246   84,073 50,173
38,547   39,034 -487
29,955   32,321 -2,366
27,931   30,589 -2,658
55,349   30,548 24,801
13,520   10,647 2,873
12,785   6,142 6,643
2,890   2,563 327
16,570   13,388 3,182
6,385   5,170 1,215
15,070   11,950 3,120
3,778   2,836 942
11,190   9,700 1,490
6,189   5,162 1,027
47,702   39,893 7,809
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
      5,262
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,356
b       2,019
c       -6,941
d       -13,915
e       6,304
      5,411
      1,950
      1,258
      12,765
      6,222
      2,284
      1,049
      4,716
      -9,164
      -1,637
      12,809
      12,103
      -3,486
      -1,486
      7,103
      32,674
      3,117
      1,579
      -7,518
      -5,868
      -458
      6,595
      -3,246
      -1,242
      -4,645
      16,786
      22,380
      -5,517
      -14,723
      -4,581
      6,388
      -5,909
      7,412
      -3,277
      -9,578
      31,605
      22,735
      -5,762
      -2,090
      -20,613
      995
      123
      4,202
      37,835
      -2,563
      -58
      3,601
      826
      132
      2,720
      2,973
      -6
      769
      4,756
      -798
      4,664
      3,247
      1,432
      -3,058
      451
      907
      252
      16,797
      -8,358
      -341
      -89
      -522
      14
      13,584
      -2,091
      3,799
      -263
      27,828
      15,871
      9,196
      1,669
      4,164
      1,117
      50,173
      -487
      -2,366
      -2,658
      24,801
      2,873
      6,643
      327
      3,182
      1,215
      3,120
      942
      1,490
      1,027
      7,809
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 352,960
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 6,401
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 6,401
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 6,401
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,485
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,485
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,916
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)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofCHEMUNG CANAL TRUST COMPANY Telephone no. (607) 737-3840

Located atONE CHEMUNG CANAL PLAZAELMIRANY ZIP+414902
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
CHEMUNG CANAL TRUST CO TRUSTEE
1 		51,704    
POBOX 1522
ELMIRA,NY14902
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
5,709,857
b
Average of monthly cash balances.......................
1b
367,132
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,076,989
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
6,076,989
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,155
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,985,834
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
299,292
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
299,292
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,401
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,401
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
292,891
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
292,891
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
292,891
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
122,390
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
122,390
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 7 292,891
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 112,957
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: $ 122,390
a Applied to 2024, but not more than line 2a 112,957
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..... 9,433
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 .......... 		283,458
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

GEN BOARD GLOBAL MINISTRIES
UNITED METHODIST CHURCH
458 PONCE DE LEON AVE NE
ATLANTA,GA30308 		N/A   GENERAL FUND 116,090
Total ................................. 3a 116,090
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 ....     14 155,020  
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 ............ 		    18 352,960  
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) ..   507,980  
13Total. Add line 12, columns (b), (d), and (e)..................
13
507,980
(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:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 880     880

TY 2025 InvestmentsCorpStockSchedule
Name:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Name of Stock End of Year Book Value End of Year Fair Market Value
COCA COLA 29,036 31,879
MCDONALDS CORP 40,694 44,622
MICROSOFT 71,358 117,520
JPMORGAN CHASE & CO 10,528 24,489
AMAZON.COM 69,888 92,097
APPLE INC 74,738 92,161
HONEYWELL INTERNATIONAL INC    
GENERAL DYNAMICS 21,129 25,250
UNION PACIFIC    
UNITEDHEALTH GROUP INC    
RTX CORPORATION 52,029 74,460
ALPHABET INC CL C 55,357 94,768
BERKSHIRE HATHAWAY INC 23,838 32,672
BLACKROCH INC 49,798 48,165
ECOLAB INC 48,422 67,730
LOCKHEED MARTIN CORP 20,709 21,281
PEPSICO 27,822 27,125
CISCO 58,529 69,943
AMERICAN EXPRESS 25,651 51,793
ANALOG DEVICES 43,513 53,698
BANK OF AMERICA CORP 25,445 38,775
JOHNSON & JOHNSON 55,128 69,949
DUKE ENERGY CORP 31,428 31,881
MERCK & CO INC 38,169 49,577
BROADCOM INC 24,566 47,070
COLGATE PALMOLIVE    
WALT DISNEY COMPANY 60,971 62,687
EMERSON ELECTRIC 36,493 43,267
META PLATFORMS INC 97,661 101,654
INTERCONTINENTAL EXCHANGE INC 41,745 48,264
NVIDIA CORP 85,553 120,106
PALO ALTO NETWORKS INC 33,150 34,630
TEXAS INSTRUMENTS    
US BANCORP 42,875 49,251
VISA INC-CLASS A SHARES 46,529 61,374
ZIMMER BIOMET HOLDINGS, INC    
MEDITRONIC PLC 80,533 87,319
SALESFORCE INC 48,251 48,479
SOUTHERN COM 31,194 30,607
THE TRAVELERS COM 40,990 45,829

TY 2025 InvestmentsOtherSchedule2
Name:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SECTOR SPDR HEALTH CARE SELECT AT COST 22,263 24,304
SECTOR SPDR FINANCIAL SELECT      
SECTOR SPDR TECHNOLOGY SELECT AT COST 123,178 153,904
SECTOR SPDR REAL ESTATE SELECT      
GUGGENHEIM CORE BOND INST AT COST 272,116 275,596
VANGUARD TOT BD MKT IDX AT COST 1,249,180 1,192,323
RBC EMERGING MKT EQ AT COST 215,027 226,102
SECTOR SPDR ENERGY SELECT SECT AT COST 50,126 63,041
SECTOR SPDR MATERIALS SELECT      
SPDR S&P SEMICONDUCTOR ETF      
INVESCO S&P 500 EQUAL WEIGHT AT COST 229,179 265,119
LORD ABBETT SHRT DUR INC AT COST 237,278 226,916
SECTOR SPDR COMM SERV ETF      
SECTOR SPDR UTILITIES SELECT E      
VANGUARD HIGH YIELD CORP ADM AT COST 99,684 94,243
VANGUARD S&P M/C 400 IDX AT COST 143,464 174,881
SECTOR SPDR CONSUMER DISCRETIO AT COST 30,342 32,241
SECTOR SPDR CONSUMER STAPLES S AT COST 82,063 80,243
SECTOR SPDR INDUSTRIAL SELECT      
VANGUARD L/T GVT BD IDX AT COST 79,717 77,455
FIDELITY ADV SM CAP-Z AT COST 114,828 114,359
FIDELITY INTL INDX-INST PRM AT COST 207,599 283,672
ISHARES S&P 500 INDEX FUND AT COST 671,549 789,736
SPROTT PHYSICAL GOLD TRUST COM      
VANECK SEMICONDUCTOR ETF AT COST 42,441 50,778

TY 2025 OtherDecreasesSchedule
Name:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Description Amount
INCOME PD IN 2026 TAXED IN 2025 7,651
TAX COST TO BOOK VALUE ADJ ON SALES 33,611
WASH SALES 9,578
ROUNDING ADJUSTMENT 2


TY 2025 OtherExpensesSchedule
Name:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS EPTL FILING FEE 250 0   250


TY 2025 OtherIncreasesSchedule
Name:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Description Amount
INCOME PD IN 2025 TAXED IN 2024 7,043


TY 2025 TaxesSchedule
Name:
GEORGE LEE TR UW BO WORLD DIV BD OF MISSIONS
EIN:
45-6696498
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 172 172   0
PRIOR YEAR EXCISE TAX 5,205 0   0
ESTIMATED EXCISE TAX 2,485 0   0
FOREIGN TAXES ON QUALIFIED DIV 507 507   0
FOREIGN TAXES ON NONQUALIFIED 249 249   0