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
STUART G & J CHAR TUA-MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

27-0522116
B Telephone number (see instructions)

8887304933
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)$13,184,623J 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... 352,778 349,554  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 335,693
b Gross sales price for all assets on line 6a 1,841,925
7 Capital gain net income (from Part IV, line 2)... 335,693
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........ 688,471 685,247  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,882 103,662   36,220
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
1,537 0 0 1,537
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,102 11,946   6,156
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,069 7,118   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
537 537    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 177,127 123,263 0 43,913
25 Contributions, gifts, grants paid....... 555,000 555,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 732,127 123,263 0 598,913
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,656
b Net investment income (if negative, enter -0-) 561,984
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......... 697,462 379,692 379,692
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)....... 2,280,190 Click to see attachment
List of Attached Documents:
// Content
2,734,119 		5,904,628
c Investments—corporate bonds (attach schedule)....... 2,939,908 Click to see attachment
List of Attached Documents:
// Content
2,887,688 		2,892,014
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,807,217 Click to see attachment
List of Attached Documents:
// Content
3,678,504 		4,008,289
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) 9,724,777 9,680,003 13,184,623
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........ 9,724,777 9,680,003
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)..... 9,724,777 9,680,003
30 Total liabilities and net assets/fund balances (see instructions). 9,724,777 9,680,003
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
9,724,777
2
Enter amount from Part I, line 27a .....................
2
-43,656
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,500
4
Add lines 1, 2, and 3 ..........................
4
9,682,621
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,618
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,680,003
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 15000. US TREASURY NOTE 2.625% 1/31/26     2025-01-03
b 8. AUTODESK INC   2016-02-16 2025-01-17
c 8. COSTAR GROUP, INC   2024-11-15 2025-01-17
d 3. COSTAR GROUP, INC   2020-05-04 2025-01-17
e 3. HILTON WORLDWIDE HOLDINGS IN   2024-08-08 2025-01-17
7. MICROCHIP TECHNOLOGY INC COM   2024-11-15 2025-01-17
50000. CHEVRON CORP 1.554% 5/11/25     2025-01-23
10000. US TREASURY NOTE 1.875% 2/15/32   2023-01-31 2025-01-23
1. ANSYS INC   2024-11-27 2025-01-29
2. AUTODESK INC   2016-02-16 2025-01-29
11. BROOKFIELD CORP   2016-02-16 2025-01-29
10. BROOKFIELD INFRASTRUCTURE CORP NEW     2025-01-29
1. DOMINOS PIZZA INC   2019-03-01 2025-01-29
8. KKR & CO INC -A   2020-05-04 2025-01-29
1. MARKEL HOLDINGS   2020-05-04 2025-01-29
8. MICROCHIP TECHNOLOGY INC COM   2024-11-15 2025-01-29
24. MICROCHIP TECHNOLOGY INC COM   2016-02-16 2025-01-29
2. PROGRESSIVE CORP OHIO   2016-02-16 2025-01-29
9. SBA COMMUNICATIONS CORP   2016-02-16 2025-01-29
4. ARCH CAPITAL GROUP LTD     2025-01-29
4. AUTODESK INC   2016-02-16 2025-02-11
5. COSTAR GROUP, INC   2020-05-04 2025-02-11
1. GARTNER INC   2024-07-08 2025-02-11
8. KKR & CO INC -A   2020-05-04 2025-02-11
60. MICROCHIP TECHNOLOGY INC COM   2016-02-16 2025-02-11
3. VERALTO CORP   2024-08-08 2025-02-11
9. VERISIGN INC COM   2016-09-07 2025-02-11
38. MILLROSE PROPERTIES INC     2025-02-12
662.57 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-02-25
9. AUTODESK INC   2016-02-16 2025-02-26
12. MICROCHIP TECHNOLOGY INC COM   2016-02-16 2025-02-26
553. CELANESE CORP     2025-02-27
1249. CISCO SYSTEMS INC     2025-02-27
8. ELI LILLY & CO COM   2016-11-23 2025-02-27
759. MERCK & CO INC NEW     2025-02-27
57. RTX CORP   2019-08-13 2025-02-27
48. GARMIN LTD   2020-05-28 2025-02-27
215. ALPHABET INC CL C     2025-03-04
6. META PLATFORMS INC   2024-03-25 2025-03-04
31. META PLATFORMS INC   2021-04-08 2025-03-04
100. UNITED PARCEL SERVICE-CL B     2025-03-04
15000. US TREASURY NOTE 2.125% 5/31/26   2021-08-31 2025-03-05
1. FAIR ISSAC, INC   2024-11-27 2025-03-13
1. HEICO CORP CL A   2025-01-17 2025-03-13
1. TRANSDIGM GROUP INC   2024-12-18 2025-03-13
641. FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-03-25
301. ALPHABET INC CL C   2012-05-09 2025-03-26
71. BLACKSTONE INC     2025-03-26
456. CITIGROUP INC.     2025-03-26
93. JPMORGAN CHASE & CO   2019-04-22 2025-03-26
468. REGIONS FINL CORP NEW     2025-03-26
509. SUNCOR ENERGY INC NEW F     2025-03-26
52. TARGET CORP   2024-09-25 2025-03-26
265. TARGET CORP   2009-07-07 2025-03-26
89. TOTAL S.A. - ADR   2024-06-11 2025-03-26
248. TOTAL S.A. - ADR     2025-03-26
30. CARMAX INC   2016-02-16 2025-03-27
7. COSTAR GROUP, INC   2020-05-04 2025-03-27
1. GARTNER INC   2024-07-08 2025-03-27
2. HEICO CORP CL A   2025-01-17 2025-03-27
1. HEICO CORP CL A   2020-06-03 2025-03-27
1. O'REILLY AUTOMOTIVE INC   2017-07-13 2025-03-27
40000. SUNTRUST BANKS INC 4.000% 5/01/25     2025-04-02
63. META PLATFORMS INC     2025-04-08
12. ELI LILLY & CO COM   2016-11-23 2025-04-08
36. VISA INC-CLASS A SHRS     2025-04-08
69. GARMIN LTD   2020-05-28 2025-04-08
1. MOODYS CORP   2024-11-15 2025-04-14
44. UNITED PARCEL SERVICE-CL B   2024-09-25 2025-04-24
394. UNITED PARCEL SERVICE-CL B     2025-04-24
1500.2 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-04-25
13. CARMAX INC   2016-02-16 2025-04-29
1. COPART INC COM   2024-09-25 2025-04-29
10. COPART INC COM   2016-02-16 2025-04-29
1. GARTNER INC   2023-09-19 2025-04-29
2. PROGRESSIVE CORP OHIO   2016-02-16 2025-04-29
70000. US TREASURY NOTE 2.625% 1/31/26     2025-05-05
53. BROADCOM INC   2019-08-13 2025-05-12
31. JPMORGAN CHASE & CO     2025-05-12
430. MANULIFE FINANCIAL CORP     2025-05-12
182. UNILEVER PLC - ADR   2020-02-03 2025-05-12
42. WASTE MANAGEMENT INC     2025-05-12
35000. ABBVIE INC 3.600% 5/14/25     2025-05-14
37. CARMAX INC   2016-02-16 2025-05-19
2. LIBERTY MEDIA CORP-LIBERTY FOR   2024-05-30 2025-05-19
2. LIBERTY MEDIA CORP-LIBERTY FOR   2018-04-25 2025-05-19
566.39 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-05-25
4. BROWN & BROWN INC   2017-01-31 2025-06-17
14. CARMAX INC   2016-02-16 2025-06-17
4. HEICO CORP CL A   2020-06-03 2025-06-17
3. PROGRESSIVE CORP OHIO   2016-02-16 2025-06-17
1. TRANSDIGM GROUP INC   2024-12-18 2025-06-17
42. ALPHABET INC CL C   2012-05-09 2025-06-25
1114.35 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-06-25
747.95 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-06-25
104. LAM RESH CORP   2018-08-10 2025-06-25
16. MICROSOFT CORP   2009-07-14 2025-06-25
81. UNITEDHEALTH GROUP INC     2025-06-25
25000. US TREASURY NOTE 2.125% 5/31/26     2025-07-02
20. BROOKFIELD CORP     2025-07-07
2. GARTNER INC   2023-09-19 2025-07-07
8. HEICO CORP CL A     2025-07-07
3. LIBERTY MEDIA CORP-LIBERTY FOR   2018-04-25 2025-07-07
4. LIBERTY MEDIA CORP-LIBERTY FOR   2024-09-11 2025-07-07
18. O'REILLY AUTOMOTIVE INC   2017-07-13 2025-07-07
8. PROGRESSIVE CORP OHIO     2025-07-07
10. ARCH CAPITAL GROUP LTD     2025-07-07
32. ARCH CAPITAL GROUP LTD     2025-07-07
35. ADOBE SYS INC     2025-07-16
48. BROADCOM INC     2025-07-16
154. UNITEDHEALTH GROUP INC   2012-02-01 2025-07-16
64. TE CONNECTIVITY PLC     2025-07-16
8. ANSYS INC   2018-12-20 2025-07-18
1. ANSYS INC   2024-09-25 2025-07-18
40000. US TREASURY NOTE 2.125% 5/31/26     2025-07-23
6. BROOKFIELD CORP   2025-03-13 2025-07-25
1143.04 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-07-25
1154.06 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-07-25
4. GARTNER INC     2025-07-25
17. PERIMETER SOLUTIONS INC   2021-12-07 2025-07-25
3. SYNOPSYS INC COM     2025-07-25
15. VAIL RESORTS INC COM   2020-05-04 2025-07-25
4. ARCH CAPITAL GROUP LTD   2016-02-16 2025-07-25
12. BROOKFIELD ASSET MANAGEMENT LT   2016-02-16 2025-08-13
39. CARMAX INC   2016-02-16 2025-08-13
8. GARTNER INC   2020-05-04 2025-08-13
7. KKR & CO INC -A     2025-08-13
7. O'REILLY AUTOMOTIVE INC   2017-07-13 2025-08-13
10. VAIL RESORTS INC COM   2020-05-04 2025-08-13
3. ARCH CAPITAL GROUP LTD   2016-02-16 2025-08-13
.059 SYNOPSYS INC COM   2025-07-18 2025-08-15
1675.85 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-08-25
1177.91 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-08-25
5. COSTAR GROUP, INC   2020-05-04 2025-08-27
11. GARTNER INC   2020-05-04 2025-08-27
30000. US TREASURY NOTE 2.125% 5/31/26     2025-09-11
1. DOMINOS PIZZA INC   2019-03-01 2025-09-17
11. PROGRESSIVE CORP OHIO   2016-09-15 2025-09-17
969.47 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-09-25
468.11 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-09-25
19.5 BROOKFIELD CORP   2025-03-13 2025-10-15
20.5 BROOKFIELD CORP   2016-02-16 2025-10-15
576. COGNIZANT TECH SOLUTIONS CRP COM     2025-10-15
7. COSTAR GROUP, INC   2020-05-04 2025-10-15
2. VERISK ANALYTICS INC   2016-02-16 2025-10-15
50000. JPMORGAN CHASE & CO 2.950% 10/01/26     2025-10-22
1453.6 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-10-25
893.75 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-10-25
16. BERKLEY W R CORP     2025-10-29
6. BERKLEY W R CORP   2024-08-08 2025-10-29
44. BROOKFIELD CORP   2016-02-16 2025-10-29
2. AIR PRODS & CHEMS INC COM   2025-01-29 2025-11-19
9. BERKLEY W R CORP     2025-11-19
20. BROOKFIELD CORP   2016-02-16 2025-11-19
1. HEICO CORP CL A   2020-02-25 2025-11-19
4. ARCH CAPITAL GROUP LTD   2016-02-16 2025-11-19
894.65 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-11-25
1387.67 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-11-25
35000. US TREASURY NOTE 2.125% 5/31/26     2025-12-12
36. BROOKFIELD CORP   2016-02-16 2025-12-18
1. HILTON WORLDWIDE HOLDINGS IN   2025-07-07 2025-12-18
6. HILTON WORLDWIDE HOLDINGS IN     2025-12-18
2. IDEXX CORP     2025-12-18
723.83 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-12-25
1033.03 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-12-25
27328.09 PIMCO COMMODITY REAL RET STRAT-I45     2025-12-30
1290. VANGUARD LONG-TERM BOND ETF     2025-12-30
853.29 FNMA POOL #FS5318 5.000% 7/01/38   2025-05-05 2025-12-31
1075.78 FNMA POOL #MA4899 5.000% 12/01/37   2024-02-27 2025-12-31
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,750   14,986 -236
b 2,342   356 1,986
c 586   574 12
d 220   185 35
e 745   618 127
402   445 -43
49,568   50,001 -433
8,397   8,766 -369
348   345 3
607   89 518
669   173 496
402   395 7
430   251 179
1,338   193 1,145
1,818   830 988
446   509 -63
1,338   482 856
495   63 432
1,784   809 975
377   418 -41
1,202   178 1,024
381   309 72
526   450 76
1,148   193 955
3,165   1,205 1,960
300   318 -18
2,019   692 1,327
838   893 -55
663   656 7
2,573   401 2,172
713   241 472
28,146   37,177 -9,031
80,040   39,868 40,172
7,270   545 6,725
68,418   43,190 25,228
7,462   4,483 2,979
10,816   4,367 6,449
37,459   4,139 33,320
3,891   3,034 857
20,103   9,658 10,445
11,755   13,461 -1,706
14,657   15,968 -1,311
1,749   2,344 -595
198   190 8
1,329   1,269 60
641   635 6
50,501   4,577 45,924
10,396   4,240 6,156
33,369   29,059 4,310
23,295   10,583 12,712
10,398   9,384 1,014
19,782   16,374 3,408
5,479   8,103 -2,624
27,922   9,868 18,054
5,772   6,143 -371
16,085   16,832 -747
2,292   1,353 939
559   432 127
425   450 -25
423   379 44
211   93 118
1,421   183 1,238
39,976   40,502 -526
32,429   16,289 16,140
8,782   817 7,965
11,252   7,134 4,118
11,888   6,278 5,610
438   474 -36
4,332   5,782 -1,450
38,791   39,661 -870
1,500   1,486 14
841   586 255
60   52 8
596   44 552
420   353 67
550   63 487
69,240   69,282 -42
11,611   1,495 10,116
8,050   3,489 4,561
13,635   6,122 7,513
11,175   10,709 466
9,425   4,801 4,624
35,000   35,063 -63
2,516   1,668 848
193   149 44
193   58 135
566   561 5
433   84 349
914   631 283
954   370 584
797   95 702
1,427   1,269 158
7,197   639 6,558
1,114   1,121 -7
748   741 7
9,936   1,875 8,061
7,854   368 7,486
24,514   10,395 14,119
24,576   25,737 -1,161
1,267   1,052 215
796   706 90
2,031   726 1,305
308   87 221
372   277 95
1,654   219 1,435
2,042   252 1,790
890   1,002 -112
2,847   1,451 1,396
12,640   17,195 -4,555
13,367   1,344 12,023
45,192   8,216 36,976
11,227   4,914 6,313
3,167   1,136 2,031
396   322 74
39,328   39,938 -610
403   297 106
1,143   1,150 -7
1,154   1,143 11
1,432   1,146 286
285   201 84
1,817   1,730 87
2,389   2,511 -122
355   92 263
752   179 573
2,247   1,759 488
1,909   917 992
1,024   829 195
716   85 631
1,519   1,674 -155
265   69 196
36   34 2
1,676   1,686 -10
1,178   1,167 11
443   309 134
2,696   1,261 1,435
29,651   29,104 547
441   251 190
2,676   343 2,333
969   975 -6
468   464 4
884   643 241
929   214 715
38,462   32,198 6,264
526   432 94
484   137 347
49,550   50,598 -1,048
1,454   1,462 -8
894   885 9
1,140   934 206
428   340 88
2,074   460 1,614
506   654 -148
689   507 182
867   209 658
241   89 152
364   92 272
895   900 -5
1,388   1,375 13
34,758   32,955 1,803
1,613   376 1,237
287   272 15
1,723   700 1,023
1,395   1,122 273
724   728 -4
1,033   1,023 10
404,729   466,250 -61,521
90,256   97,607 -7,351
853   858 -5
1,076   1,066 10
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
      9,758
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       -236
b       1,986
c       12
d       35
e       127
      -43
      -433
      -369
      3
      518
      496
      7
      179
      1,145
      988
      -63
      856
      432
      975
      -41
      1,024
      72
      76
      955
      1,960
      -18
      1,327
      -55
      7
      2,172
      472
      -9,031
      40,172
      6,725
      25,228
      2,979
      6,449
      33,320
      857
      10,445
      -1,706
      -1,311
      -595
      8
      60
      6
      45,924
      6,156
      4,310
      12,712
      1,014
      3,408
      -2,624
      18,054
      -371
      -747
      939
      127
      -25
      44
      118
      1,238
      -526
      16,140
      7,965
      4,118
      5,610
      -36
      -1,450
      -870
      14
      255
      8
      552
      67
      487
      -42
      10,116
      4,561
      7,513
      466
      4,624
      -63
      848
      44
      135
      5
      349
      283
      584
      702
      158
      6,558
      -7
      7
      8,061
      7,486
      14,119
      -1,161
      215
      90
      1,305
      221
      95
      1,435
      1,790
      -112
      1,396
      -4,555
      12,023
      36,976
      6,313
      2,031
      74
      -610
      106
      -7
      11
      286
      84
      87
      -122
      263
      573
      488
      992
      195
      631
      -155
      196
      2
      -10
      11
      134
      1,435
      547
      190
      2,333
      -6
      4
      241
      715
      6,264
      94
      347
      -1,048
      -8
      9
      206
      88
      1,614
      -148
      182
      658
      152
      272
      -5
      13
      1,803
      1,237
      15
      1,023
      273
      -4
      10
      -61,521
      -7,351
      -5
      10
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 335,693
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 7,812
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 7,812
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 7,812
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,800
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 8,800
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 988
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax988 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)
CA
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 ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
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
BEN G KUCKENS CO-TRUSTEE
1 		1,200    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
HELEN KUCKENS CO-TRUSTEE
1 		1,200    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
STEPHEN J SCHNEIDER CO-TRUSTEE
1 		2,600    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A TRUSTEE
1 		134,882    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
12,159,334
b
Average of monthly cash balances.......................
1b
645,134
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
12,804,468
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
12,804,468
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
192,067
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,612,401
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
630,620
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
630,620
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,812
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,812
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
622,808
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
622,808
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
622,808
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
598,913
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
598,913
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 7 622,808
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 542,637
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: $ 598,913
a Applied to 2024, but not more than line 2a 542,637
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..... 56,276
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 .......... 		566,532
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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

SILICON VALLEY EDUCATION FOUNDATION

1400 PARKMOOR AVENUE SUITE 200
SAN JOSE,CA95126 		NONE   GENERAL OPERATING 85,000

SAN JOSE CHILDRENS MUSICAL THEATER

1545 PARKMOOR AVENUE
SAN JOSE,CA95128 		NONE   GENERAL OPERATING 100,000

ASSISTANCE LEAGUE OF SAN JOSE

POST OFFICE BOX 20174
SAN JOSE,CA95160 		NONE   GENERAL OPERATING 100,000

PIVOTAL CONNECTIONS

POST OFFICE BOX 26835
SAN JOSE,CA951596835 		NONE   GENERAL OPERATING 100,000

CHILDRENS HOSPITAL & RESEARCH CENTER FOU

POST OFFICE BOX 45339
SAN FRANCISCO,CA941450339 		NONE   GENERAL OPERATING 70,000

SACRED HEART NATIVITY SCHOOL

310 EDWARDS AVENUE
SAN JOSE,CA95110 		NONE   GENERAL OPERATING 100,000
Total ................................. 3a 555,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 352,778  
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 ............ 		    18 335,693  
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) ..   688,471  
13Total. Add line 12, columns (b), (d), and (e)..................
13
688,471
(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:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,537     1,537

TY 2025 InvestmentsCorpBondsSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Name of Bond End of Year Book Value End of Year Fair Market Value
036752AB9 ANTHEM INC 55,354 54,737
9128286X3 US TREASURY NOTE    
00287YAQ2 ABBVIE INC    
9128286A3 US TREASURY NOTE    
912828U24 US TREASURY NOTE 2.0 137,699 143,085
9128286T2 US TREASURY NOTE 2.3 139,665 134,607
254687FL5 WALT DISNEY COMPANY/ 47,918 46,750
166764BW9 CHEVRON CORP    
06051GGA1 BANK OF AMERICA CORP 61,402 59,442
961214DW0 WESTPAC BANKING CORP 58,620 59,522
29444UBL9 EQUINIX INC 41,809 42,686
9128285M8 US TREASURY NOTE 136,975 128,548
25389JAR7 DIGITAL REALTY TRUST 44,688 44,756
693475AZ8 PNC FINANCIAL SERVIC 55,115 51,759
867914BS1 SUNTRUST BANKS INC    
9128283W8 US TREASURY NOTE 143,648 142,813
14040HBN4 CAPITAL ONE FINANCIA 44,756 44,866
46625HRV4 JPMORGAN CHASE & CO    
20030NCT6 COMCAST CORP 63,661 55,296
126650DM9 CVS HEALTH CORP 55,716 57,396
61746BEF9 MORGAN STANLEY 34,128 29,922
91282CBL4 US TREASURY NOTE 157,484 154,075
548661DY0 LOWE'S COS INC 44,008 44,410
110122DP0 BRISTOL-MYERS SQUIBB 70,631 71,604
78016EZM2 ROYAL BANK OF CANADA 29,955 29,956
9128282R0 US TREASURY NOTE 139,048 142,180
78016EZQ3 ROYAL BANK OF CANADA 27,108 29,747
31428XCD6 FEDEX CORP 45,187 45,365
907818FU7 UNION PACIFIC CORP 68,872 68,780
49326EEJ8 KEYCORP 42,074 42,481
037833EV8 APPLE INC 28,691 30,392
31359MEU3 FED NATL MTG ASSN 6. 27,643 27,082
437076CP5 HOME DEPOT INC 44,793 47,069
91282CDY4 US TREASURY NOTE 1.8 138,651 142,694
91282CGQ8 US TREASURY NOTE 90,991 91,146
91282CHT1 US TREASURY NOTE 61,235 64,459
91282CJJ1 US TREASURY NOTE 15,666 15,488
13607LWW9 CANADIAN IMPERIAL BA 46,409 48,896
26441CBT1 DUKE ENERGY CORP 34,284 34,885
38141GXH2 GOLDMAN SACHS GROUP 47,486 49,211
59156RBZ0 METLIFE INC 29,533 30,637
91282CJZ5 US TREASURY NOTE 76,638 79,750
91282CLF6 US TREASURY NOTE 123,276 123,076
92343VEA8 VERIZON COMMUNICATIO 33,204 34,446
00287YBX6 ABBVIE INC 32,954 33,942
031162DR8 AMGEN INC 30,711 31,055
166764BY5 CHEVRON CORP 43,897 46,368
46647PDR4 VR JPMORGAN CHASE & 52,437 51,951
91282CMM0 US TREASURY NOTE 112,829 114,181
91282CNT4 US TREASURY NOTE 70,839 70,503

TY 2025 InvestmentsCorpStockSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Name of Stock End of Year Book Value End of Year Fair Market Value
17275R102 CISCO SYSTEMS INC    
00287Y109 ABBVIE INC 45,949 97,337
192446102 COGNIZANT TECH SOLUT    
75513E101 RTX CORP 49,518 127,830
907818108 UNION PACIFIC CORP 27,851 65,695
58933Y105 MERCK & CO INC NEW    
595017104 MICROCHIP TECHNOLOGY    
46625H100 JPMORGAN CHASE & CO 56,403 171,421
778296103 ROSS STORES INC 2,251 4,504
56501R106 MANULIFE FINANCIAL C 28,614 81,013
91324P102 UNITEDHEALTH GROUP I    
G0450A105 ARCH CAPITAL GROUP L 1,449 6,043
115236101 BROWN & BROWN INC 6,340 17,693
867224107 SUNCOR ENERGY INC NE 65,728 108,593
94106L109 WASTE MANAGEMENT INC 27,904 60,640
902252105 TYLER TECHNOLOGIES I 7,638 9,987
052769106 AUTODESK INC    
594918104 MICROSOFT CORP 20,403 430,422
743315103 PROGRESSIVE CORP OHI    
25754A201 DOMINOS PIZZA INC 5,715 9,587
609207105 MONDELEZ INTERNATION 33,851 43,225
448579102 HYATT HOTELS CORP 3,701 7,856
893641100 TRANSDIGM GROUP INC 7,470 31,916
45168D104 IDEXX CORP 3,474 8,795
143130102 CARMAX INC    
11135F101 BROADCOM INC 23,046 285,879
615369105 MOODYS CORP 1,154 4,598
55354G100 MSCI INC 7,237 12,048
883556102 THERMO FISHER SCIENT 35,659 84,600
91879Q109 VAIL RESORTS INC COM    
67103H107 O'REILLY AUTOMOTIVE 3,346 25,083
776696106 ROPER TECHNOLOGIES I 4,461 12,019
573284106 MARTIN MARIETTA MATL 10,969 19,302
422806208 HEICO CORP CL A 9,255 32,311
22160N109 COSTAR GROUP, INC 12,573 13,919
12504L109 CBRE GROUP INC 6,473 21,707
526057104 LENNAR CORPORATION C 4,898 9,149
G29183103 EATON CORP PLC 38,503 94,597
M98068105 WIX.COM LTD 1,433 1,662
570535104 MARKEL GROUP INC 8,649 19,347
92826C839 VISA INC-CLASS A SHR 43,196 97,147
911312106 UNITED PARCEL SERVIC    
92345Y106 VERISK ANALYTICS INC 890 2,908
929160109 VULCAN MATERIALS COM 14,225 27,952
H2906T109 GARMIN LTD 20,101 46,250
532457108 ELI LILLY & CO COM 9,467 149,381
89151E109 TOTALENERGIES SE -SP    
09260D107 BLACKSTONE INC 34,362 88,476
03662Q105 ANSYS INC    
150870103 CELANESE CORP    
48251W104 KKR & CO INC -A 4,985 23,839
904767704 UNILEVER PLC - ADR    
037833100 APPLE INC 39,403 454,822
87612E106 TARGET CORP    
43300A203 HILTON WORLDWIDE HOL 71,052 117,773
311900104 FASTENAL CO 1,863 7,143
217204106 COPART INC COM 3,301 19,653
366651107 GARTNER INC    
172967424 CITIGROUP INC. 49,715 124,275
92343E102 VERISIGN INC COM    
097023105 BOEING CO 71,742 102,915
538034109 LIVE NATION ENT INC 10,829 21,945
02079K107 ALPHABET INC CL C 15,342 316,624
03990B101 ARES MANAGEMENT CORP 5,519 9,051
30303M102 META PLATFORMS INC 45,503 174,924
11271J107 BROOKFIELD CORP 6,691 29,370
437076102 HOME DEPOT INC 60,058 64,003
7591EP100 REGIONS FINL CORP NE 37,677 54,471
113004105 BROOKFIELD ASSET MAN 1,909 5,396
00724F101 ADOBE INC 57,894 44,099
007903107 ADVANCED MICRO DEVIC 46,836 97,443
361ESC049 ESC GCI LIBERTY INC    
531229755 LIBERTY MEDIA CORP-L 1,949 8,275
531229771 LIBERTY MEDIA CORP-L 3,280 4,290
580135101 MCDONALDS CORP 70,584 76,408
855244109 STARBUCKS CORP COM 53,725 44,884
941848103 WATERS CORP 4,201 5,318
023135106 AMAZON COM INC COM 214,032 254,825
031100100 AMETEK INC COM 4,379 5,338
032654105 ANALOG DEVICES INC 62,104 71,326
084423102 BERKLEY W R CORP 1,859 2,454
09290D101 BLACKROCK INC 25,427 83,487
11276H106 BROOKFIELD INFRASTRU 11,519 18,432
11285B108 BROOKFIELD RENEWABLE 5,717 6,671
12510Q100 CCC INTELLIGENT SOLU 6,871 4,842
29362U104 ENTEGRIS INC 9,146 7,751
303250104 FAIR ISSAC, INC 12,486 15,216
339750101 FLOOR & DECOR HOLDIN 7,853 5,602
363576109 GALLAGHER ARTHUR J & 8,861 8,022
384109104 GRACO INC 2,394 2,377
512807306 LAM RESH CORP 13,726 132,836
571748102 MARSH & MCLENNAN COS 67,435 55,842
71385M107 PERIMETER SOLUTIONS 1,953 5,176
74275K108 PROCORE TECHNOLOGIES 4,227 3,855
78351F107 RYAN SPECIALTY HOLDI 4,076 3,201
922475108 VEEVA SYSTEMS INC 11,311 12,724
92338C103 VERALTO CORP 1,100 1,098
94106B101 WASTE CONNECTIONS IN 5,575 5,436
G87052109 TE CONNECTIVITY PLC 20,369 68,936
002824100 ABBOTT LABS 70,598 65,401
009158106 AIR PRODS & CHEMS IN 5,239 4,199
03783C100 APPFOLIO INC 4,500 4,420
084670702 BERKSHIRE HATHAWAY I 74,998 70,874
26969P108 EAGLE MATLS INC 1,914 1,860
278865100 ECOLAB INC 58,434 57,229
49338L103 KEYSIGHT TECHNOLOGIE 45,278 53,236
50212V100 LPL FINANCIAL HOLDIN 10,191 10,001
530909308 LIBERTY LIVE HOLDING 2,854 2,744
620076307 MOTOROLA SOLUTIONS, 70,278 62,481
64110L106 NETFLIX INC 52,576 49,693
67066G104 NVIDIA CORP 77,297 123,650
79466L302 SALESFORCE INC 59,021 59,340
888787108 TOAST INC 3,056 2,805
90353T100 UBER TECHNOLOGIES IN 70,044 73,130
904767803 UNILEVER PLC ADR 46,336 51,274
931142103 WALMART INC 45,038 59,270
98419M100 XYLEM INC/NY 56,833 62,098
F92124100 TOTALENERGIES SE 83,131 105,326
N07059210 ASML HOLDING NV-NY R 45,869 69,541
N5505D105 MAGNUM ICE CREAM CO   2,796

TY 2025 InvestmentsOtherSchedule2
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
872365713 TCW EMRG MRKTS INC-P AT COST 552,104 485,857
46090F100 INVESCO OPTIMUM YIEL AT COST 86,897 101,575
722005667 PIMCO COMMODITY REAL      
78410G104 SBA COMMUNICATIONS C      
46434G103 ISHARES CORE MSCI EM AT COST 498,817 514,233
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 397,561 396,852
922908629 VANGUARD MIDCAP VIPE AT COST 678,881 798,105
31641Q755 FIDELITY NEW MRKTS I AT COST 281,979 262,802
77956H435 T ROWE PR OVERSEAS S AT COST 650,066 835,902
38147N269 GLDMN SCHS GQG PRT I AT COST 300,000 377,479
72201R833 PIMCO ENHANCED SHORT AT COST 122,552 123,920
921937793 VANGUARD LONG-TERM B      
31418ENR7 FNMA POOL #MA4899 AT COST 48,097 49,244
3140XL4C9 FNMA POOL #FS5318 AT COST 61,550 62,320

TY 2025 OtherDecreasesSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Description Amount
CY PURCHASE OF ACCRUED INTEREST 661
CY PENDING SALES 5
ROC ON CY SALES 51
PY RETURN OF CAPITAL ADJUSTMENT 1,790
COST BASIS ADJ 111


TY 2025 OtherExpensesSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 537 537   0


TY 2025 OtherIncreasesSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Description Amount
MUTUAL FUND TIMING ADJ 156
PY PURCHASE OF ACCRUED INTEREST 1,340
PY PENDING SALES 4


TY 2025 OtherProfessionalFeesSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 6,156     6,156
INVESTMNT MNGMNT FEES (NON-DED 11,946 11,946    


TY 2025 TaxesSchedule
Name:
STUART G & J CHAR TUA-MAIN
EIN:
27-0522116
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,330 6,330   0
FEDERAL TAX PAYMENT - PRIOR YE 1,151 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,800 0   0
FOREIGN TAXES ON NONQUALIFIED 788 788   0