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
LAFFINTR OF JOHN & MARIA TUW 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

94-6609731
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)$5,941,214
J 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... 122,648 112,241  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,369
b Gross sales price for all assets on line 6a 1,411,018
7 Capital gain net income (from Part IV, line 2)... 260,369
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........ 383,017 372,610  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 66,329 48,756   16,582
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)....... 1,815 0 0 1,815
c Other professional fees (attach schedule).... 14,751 14,751   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,315 882   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)....... 9 9    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,219 64,398 0 18,397
25 Contributions, gifts, grants paid....... 255,840 255,840
26 Total expenses and disbursements. Add lines 24 and 25 ................ 345,059 64,398 0 274,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 37,958
b Net investment income (if negative, enter -0-) 308,212
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............. 503    
2 Savings and temporary cash investments......... 315,856 457,271 457,271
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)....... 1,716,615 Click to see attachment
List of Attached Documents:
// Content
1,734,069
3,660,177
c Investments—corporate bonds (attach schedule)....... 1,341,079 Click to see attachment
List of Attached Documents:
// Content
1,526,879
1,532,901
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 572,861 Click to see attachment
List of Attached Documents:
// Content
266,704
290,865
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,946,914 3,984,923 5,941,214
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,946,914 3,984,923
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,946,914 3,984,923
30 Total liabilities and net assets/fund balances (see instructions). 3,946,914 3,984,923
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,946,914
2
Enter amount from Part I, line 27a .....................
2
37,958
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,137
4
Add lines 1, 2, and 3 ..........................
4
3,988,009
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,086
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,984,923
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 221. ISHARES SHORT TREASURY BOND ETF     2025-01-08
b 44. TARGET CORP     2025-01-08
c 39. MORGAN STANLEY   2021-04-21 2025-01-10
d 51. TARGET CORP     2025-01-15
e 70. PATTERSON COS INC     2025-01-16
8. CHARLES RIVER LABORATORIES   2024-10-29 2025-01-22
24. CHARLES RIVER LABORATORIES   2023-04-24 2025-01-22
15. AON PLC   2016-06-08 2025-01-23
25. BOSTON SCIENTIFIC CORP COM   2011-03-11 2025-01-29
22. JPMORGAN CHASE & CO   2008-12-04 2025-01-29
16. SS&C TECHNOLOGIES HOLDINGS INC   2019-09-09 2025-01-29
35000. GILEAD SCIENCES INC 3.500% 2/01/25     2025-02-01
22. UNION PACIFIC CORP   2016-08-03 2025-02-05
9. EVERSOURCE ENERGY COM   2024-10-29 2025-02-14
172. EVERSOURCE ENERGY COM     2025-02-14
35000. ENTERPRISE PRODUCTS 3.750% 2/15/25     2025-02-15
40. BOOZ ALLEN HAMILTON HOLDING CO   2018-03-14 2025-02-26
57. ELECTRONIC ARTS INC   2024-11-04 2025-02-26
92. FIRST AMERICAN FINANCIAL     2025-02-26
37. JOHNSON & JOHNSON     2025-02-27
22. OMNICELL INC   2023-03-27 2025-02-28
4. BOOKING HOLDINGS INC   2016-02-08 2025-03-03
17. CORPAY INC     2025-03-03
218. FORTUNE BRANDS INNOVATIONS INC     2025-03-03
14. MORGAN STANLEY   2024-04-03 2025-03-03
35. MORGAN STANLEY   2018-11-27 2025-03-03
39. ACCENTURE PLC   2016-03-28 2025-03-03
12. JOHNSON & JOHNSON   2024-05-15 2025-03-05
25. JOHNSON & JOHNSON     2025-03-05
8. BIO RAD LABS INC CL A   2024-10-29 2025-03-07
19. BIO RAD LABS INC CL A   2023-07-06 2025-03-07
5. TRANE TECHNOLOGIES PLC   2022-07-20 2025-03-07
70. CHORD ENERGY CORP     2025-03-11
46. ABBOTT LABS     2025-03-12
14. BEACON ROOFING SUPPLY INC   2024-08-14 2025-03-12
6. BEACON ROOFING SUPPLY INC   2022-07-20 2025-03-12
8. MCKESSON CORP     2025-03-19
6. META PLATFORMS INC     2025-03-21
31. OKTA INC   2021-12-21 2025-03-21
30. BEACON ROOFING SUPPLY INC     2025-03-27
29. BOSTON SCIENTIFIC CORP COM   2011-03-11 2025-03-27
6. J & J SNACK FOODS CORP     2025-03-28
13. HURON CONSULTING GROUP INC   2023-07-18 2025-03-31
23. DIAGEO PLC - ADR     2025-04-02
22. DIAGEO PLC - ADR     2025-04-03
22. DIAGEO PLC - ADR     2025-04-04
42. WESTAMERICA BANCORPORATION     2025-04-08
22. DIAGEO PLC - ADR     2025-04-09
7. MCKESSON CORP   2016-08-31 2025-04-09
21. BEACON ROOFING SUPPLY INC   2012-09-12 2025-04-10
8. DIAGEO PLC - ADR   2024-08-07 2025-04-10
13. DIAGEO PLC - ADR   2020-05-14 2025-04-10
5. DORMAN PRODUCTS INC   2022-09-22 2025-04-10
49. BEACON ROOFING SUPPLY INC     2025-04-16
19. CBIZ INC   2024-08-20 2025-04-16
22. DIAGEO PLC - ADR     2025-04-16
14. AON PLC     2025-04-16
22. DIAGEO PLC - ADR   2024-08-08 2025-04-17
35000. VERIZON COMMUNICATIO 2.625% 8/15/26     2025-04-23
117. SALLY BEAUTY CO INC   2008-06-25 2025-04-24
39. STEPAN CO COM     2025-04-25
16. PROGRESSIVE CORP OHIO     2025-05-07
209. PFIZER INC     2025-05-14
3. UFP TECHNOLOGIES INC   2023-11-30 2025-05-14
2. HAMILTON LANE INC   2025-01-21 2025-05-16
2. WINMARK CORP   2023-07-12 2025-05-16
48. ALPHABET INC CL C   2016-02-08 2025-06-02
40. BOSTON SCIENTIFIC CORP COM   2016-01-28 2025-06-02
70. CONSTELLATION BRANDS INC     2025-06-02
21. INTERCONTINENTAL EXCHANGE INC   2013-01-28 2025-06-02
6. MICROSOFT CORP   2023-12-21 2025-06-02
8. NETFLIX.COM INC   2019-09-30 2025-06-02
31. NESTLE S.A. REGISTERED SHARES - ADR     2025-06-04
22. NESTLE S.A. REGISTERED SHARES - ADR     2025-06-05
24. SMITH A O CORP CL B   2024-10-29 2025-06-06
128. SMITH A O CORP CL B     2025-06-06
206. NATIONAL STORAGE AFFILIATES TR     2025-06-11
29. PNC FINANCIAL SERVICES GROUP     2025-06-11
9. SUN CMNTYS INC COM   2024-10-29 2025-06-11
80. SUN CMNTYS INC COM     2025-06-11
14. PNC FINANCIAL SERVICES GROUP   2025-01-24 2025-06-12
7. COMMVAULT SYSTEMS INC   2021-06-01 2025-06-16
24. INTER PARFUMS INC     2025-06-17
35000. US TREASURY NOTE 2.750% 6/30/25     2025-06-17
1. WINMARK CORP   2023-07-12 2025-06-17
50. MORGAN STANLEY   2021-04-21 2025-06-18
7. COLUMBIA SPORTSWEAR CO COM   2022-06-08 2025-06-20
100. INTEGRA LIFESCIENCES HOLDING     2025-06-20
29. PNC FINANCIAL SERVICES GROUP     2025-06-25
15. PNC FINANCIAL SERVICES GROUP   2025-01-23 2025-06-26
3. ALAMO GROUP INC COM   2019-11-12 2025-07-01
36. PNC FINANCIAL SERVICES GROUP     2025-07-09
52. PEPSICO INC     2025-07-16
335. PFIZER INC     2025-07-16
55. FLUOR CORP NEW   2020-11-18 2025-07-22
18. GENUINE PARTS CO   2024-10-29 2025-07-22
57. GENUINE PARTS CO   2024-01-09 2025-07-22
7. CENTRAL GARDEN & PET CO COM     2025-07-23
212. PFIZER INC   2024-11-20 2025-07-23
158. PFIZER INC   2023-09-26 2025-07-23
184. PORTLAND GEN ELEC CO     2025-07-23
14. UNIFIRST CORP MASS     2025-07-25
65. NESTLE S.A. REGISTERED SHARES - ADR   2007-05-21 2025-07-30
13. BLACKBAUD INC     2025-08-06
51. NESTLE S.A. REGISTERED SHARES - ADR   2007-05-21 2025-08-06
36. NESTLE S.A. REGISTERED SHARES - ADR     2025-08-07
21. BWX TECHNOLOGIES INC   2010-09-08 2025-08-08
17. GARTNER INC   2020-03-02 2025-08-08
35. NORFOLK SOUTHERN CORP     2025-08-08
3. HURON CONSULTING GROUP INC     2025-08-13
3. J & J SNACK FOODS CORP     2025-08-13
4. LANCASTER COLONY CORP     2025-08-13
2. WINMARK CORP     2025-08-13
4. COMMVAULT SYSTEMS INC   2021-06-01 2025-08-15
3. WINMARK CORP   2023-02-10 2025-08-20
21. NXP SEMICONDUCTORS NV   2025-02-05 2025-08-20
9. NXP SEMICONDUCTORS NV   2024-07-24 2025-08-20
31. ABBVIE INC     2025-08-27
55. CITIGROUP INC.     2025-09-03
16. ANALOG DEVICES INC   2023-10-18 2025-09-10
23313.905 T ROWE PR T/F HI YLD-I #239   2013-04-05 2025-09-16
45. ABBOTT LABS   2024-06-20 2025-09-17
21. ABBVIE INC     2025-09-17
17. AMERICAN EXPRESS CO     2025-09-17
24. ANALOG DEVICES INC     2025-09-17
10. ELEVANCE HEALTH INC   2025-07-30 2025-09-17
4. BLACKROCK INC   2025-07-23 2025-09-17
33. BOEING CO     2025-09-17
15. CIGNA GROUP/THE   2024-12-19 2025-09-17
15. CIGNA GROUP/THE   2024-11-06 2025-09-17
3. CASEYS GEN STORES INC   2016-11-18 2025-09-17
9. CATERPILLAR INC   2025-08-27 2025-09-17
49. CITIGROUP INC.   2023-02-22 2025-09-17
71. CONOCOPHILLIPS     2025-09-17
114. DOMINION RES INC VA     2025-09-17
6. DORMAN PRODUCTS INC   2022-09-22 2025-09-17
55. DUKE ENERGY HOLDING CORP. COM     2025-09-17
58. EXXON MOBIL CORPORATION   2024-10-02 2025-09-17
10. EXXON MOBIL CORPORATION   2024-09-04 2025-09-17
20. GENERAL DYNAMICS CORP     2025-09-17
22. ILLINOIS TOOL WORKS INC     2025-09-17
39. JPMORGAN CHASE & CO   2008-12-04 2025-09-17
23. JOHNSON & JOHNSON   2001-03-19 2025-09-17
4. KLA-TENCOR CORP COM   2022-09-14 2025-09-17
38. KKR & CO INC -A   2025-02-27 2025-09-17
4. KKR & CO INC -A   2022-01-26 2025-09-17
179. KENVUE INC     2025-09-17
19. LOWES COS INC     2025-09-17
23. MARSH & MCLENNAN COS INC     2025-09-17
18. MARRIOTT INTERNATIONAL INC CLASS A     2025-09-17
12. MCKESSON CORP     2025-09-17
62. MONDELEZ INTERNATIONAL INC     2025-09-17
33. MORGAN STANLEY     2025-09-17
65. NASDAQ, INC     2025-09-17
233. PG&E CORP COM     2025-09-17
59. PACCAR INC     2025-09-17
22. PEPSICO INC     2025-09-17
20. PROGRESSIVE CORP OHIO   2025-09-03 2025-09-17
20. PROGRESSIVE CORP OHIO   2021-09-01 2025-09-17
52. PROLOGIS INC     2025-09-17
45. RTX CORP   2023-11-08 2025-09-17
70. SOUTHERN CO     2025-09-17
19. UNION PACIFIC CORP     2025-09-17
13. AON PLC   2016-08-17 2025-09-17
9.00005 ACCENTURE PLC   2025-04-09 2025-09-17
.99995 ACCENTURE PLC   2025-04-09 2025-09-17
9. ACCENTURE PLC   2024-06-05 2025-09-17
35. CRH PLC   2025-03-05 2025-09-17
12. EATON CORP PLC     2025-09-17
18. CHUBB LTD   2011-02-02 2025-09-17
23. NXP SEMICONDUCTORS NV     2025-09-17
54. ALIGN TECHNOLOGY INC   2024-12-11 2025-09-24
38. ALIGN TECHNOLOGY INC     2025-09-24
1. ANALOG DEVICES INC   2024-10-10 2025-09-24
3. APPLE INC   2009-01-29 2025-09-24
69. ARISTA NETWORKS INC     2025-09-24
1. BOSTON SCIENTIFIC CORP COM   2016-01-28 2025-09-24
12. CADENCE DESIGN SYSTEMS INC   2024-10-10 2025-09-24
11. CADENCE DESIGN SYSTEMS INC   2024-03-27 2025-09-24
4. CHIPOTLE MEXICAN GRILL INC   2024-10-10 2025-09-24
1. CORPAY INC   2020-10-22 2025-09-24
1. COSTAR GROUP, INC   2024-03-27 2025-09-24
5. DATADOG INC   2024-10-10 2025-09-24
4. ECOLAB INC   2024-06-27 2025-09-24
1. INTERCONTINENTAL EXCHANGE INC   2013-01-28 2025-09-24
372. KENVUE INC   2023-08-10 2025-09-24
1. ELI LILLY & CO COM   2020-10-22 2025-09-24
1. NEUROCRINE BIOSCIENCES INC COM   2024-03-27 2025-09-24
5. OKTA INC   2021-12-21 2025-09-24
2. PALO ALTO NETWORKS INC   2014-10-16 2025-09-24
1. POOL CORPORATION   2018-05-09 2025-09-24
1. TRADE DESK INC/THE   2023-12-21 2025-09-24
1. TRACTOR SUPPLY CO COM   2018-03-13 2025-09-24
1. TRANSDIGM GROUP INC   2025-03-03 2025-09-24
210. TRIMBLE NAV LTD     2025-09-24
1. UBER TECHNOLOGIES INC   2025-06-02 2025-09-24
43563.1 TREAS INFL IND BD 0.125% 10/15/25     2025-09-24
35. VERTIV HOLDINGS LLC   2025-03-03 2025-09-24
2. VISA INC-CLASS A SHRS   2013-11-19 2025-09-24
356. KENVUE INC     2025-10-01
33. RTX CORP     2025-10-01
11. ILLINOIS TOOL WORKS INC   2025-05-07 2025-10-08
108. SS&C TECHNOLOGIES HOLDINGS INC     2025-10-08
13. ALPHABET INC CL C   2025-09-24 2025-10-09
72. ALPHABET INC CL C   2016-02-08 2025-10-09
21. APPLE INC   2009-01-29 2025-10-09
64. ARISTA NETWORKS INC   2020-06-26 2025-10-09
7. BROADCOM INC   2025-09-24 2025-10-09
7. BROADCOM INC   2018-11-27 2025-10-09
8. NETFLIX.COM INC     2025-10-09
2. VERTIV HOLDINGS LLC   2025-03-03 2025-10-09
27. VERTIV HOLDINGS LLC   2024-08-06 2025-10-09
14. DONNELLEY FINANCIAL SOLUTIONS   2025-01-21 2025-10-16
6. DONNELLEY FINANCIAL SOLUTIONS   2024-05-07 2025-10-16
9. ICU MED INC COM     2025-10-16
6. QUALYS INC   2023-01-12 2025-10-16
17. RTX CORP   2023-11-01 2025-11-05
8. COLUMBIA SPORTSWEAR CO COM     2025-11-11
5. ICU MED INC COM   2020-05-22 2025-11-11
6. KIRBY CORP   2025-01-22 2025-11-11
9. ICU MED INC COM     2025-11-12
6. MCKESSON CORP   2019-09-25 2025-11-12
18. ABBVIE INC   2023-08-30 2025-11-19
98. FIDELITY NATL INFORMATION SVCS INC   2024-01-26 2025-11-19
15. JPMORGAN CHASE & CO   2008-12-04 2025-11-19
15. TD SYNNEX CORP   2024-04-01 2025-11-19
55. INSIGHT ENTERPRISES INC COM   2025-02-26 2025-11-20
15. DONNELLEY FINANCIAL SOLUTIONS     2025-11-26
11. ILLINOIS TOOL WORKS INC   2019-02-08 2025-12-03
305. PG&E CORP COM     2025-12-03
12. ILLINOIS TOOL WORKS INC   2019-02-08 2025-12-04
34. ALPHABET INC CL C     2025-12-08
13. ANALOG DEVICES INC   2024-10-10 2025-12-08
14. CENTRAL GARDEN & PET CO COM   2018-12-18 2025-12-08
202. COSTAR GROUP, INC     2025-12-08
32. POOL CORPORATION   2018-05-09 2025-12-08
22. VERTIV HOLDINGS LLC   2024-08-06 2025-12-08
19. ANALOG DEVICES INC   2023-11-08 2025-12-10
166. PG&E CORP COM   2025-05-14 2025-12-10
161. PG&E CORP COM     2025-12-11
8. PINNACLE FINL PARTNERS INC   2025-04-10 2025-12-16
1. PINNACLE FINL PARTNERS INC   2014-04-30 2025-12-16
14. AMERICAN EXPRESS CO   2021-12-01 2025-12-17
2. MOOG INC CL A   2025-07-21 2025-12-18
4. MOOG INC CL A   2020-05-04 2025-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 24,350   24,376 -26
b 6,071   6,005 66
c 4,817   3,069 1,748
d 6,986   6,836 150
e 2,162   2,029 133
1,339   1,470 -131
4,018   4,840 -822
5,489   1,645 3,844
2,559   187 2,372
5,919   669 5,250
1,293   783 510
35,000   35,688 -688
5,364   2,026 3,338
562   583 -21
10,741   11,186 -445
35,000   34,194 806
4,562   1,546 3,016
7,514   8,690 -1,176
5,941   1,273 4,668
6,007   5,629 378
840   1,224 -384
19,965   3,860 16,105
6,294   4,342 1,952
13,832   9,555 4,277
1,832   1,306 526
4,580   1,547 3,033
13,480   4,440 9,040
1,977   1,818 159
4,119   1,257 2,862
2,082   2,661 -579
4,944   7,216 -2,272
1,697   667 1,030
7,191   11,516 -4,325
5,988   4,995 993
1,667   1,198 469
714   338 376
5,308   1,486 3,822
3,564   510 3,054
3,538   7,014 -3,476
3,715   1,333 2,382
2,927   217 2,710
781   806 -25
1,867   1,103 764
2,445   4,045 -1,600
2,375   3,271 -896
2,313   3,031 -718
1,896   1,978 -82
2,289   2,988 -699
4,574   1,287 3,287
2,582   624 1,958
859   982 -123
1,395   1,718 -323
575   418 157
6,034   1,417 4,617
1,487   1,357 130
2,407   2,699 -292
5,317   1,530 3,787
2,411   2,695 -284
35,000   32,651 2,349
931   703 228
1,870   2,967 -1,097
4,572   1,540 3,032
4,645   10,014 -5,369
729   512 217
345   314 31
852   672 180
8,147   1,603 6,544
4,145   682 3,463
12,095   5,819 6,276
3,764   566 3,198
2,763   2,229 534
9,691   2,138 7,553
3,298   2,128 1,170
2,340   1,393 947
1,538   1,845 -307
8,204   5,992 2,212
7,031   7,348 -317
5,159   5,904 -745
1,143   1,181 -38
10,159   2,061 8,098
2,481   2,810 -329
1,306   529 777
3,262   3,023 239
34,981   36,426 -1,445
443   336 107
6,593   3,934 2,659
424   556 -132
1,177   4,600 -3,423
5,265   5,773 -508
2,778   2,938 -160
657   328 329
7,174   6,890 284
6,993   8,519 -1,526
8,280   13,337 -5,057
2,933   818 2,115
2,330   2,126 204
7,379   7,892 -513
286   191 95
5,366   5,281 85
3,999   5,191 -1,192
7,485   7,998 -513
2,438   1,361 1,077
5,722   2,482 3,240
840   1,057 -217
4,502   1,948 2,554
3,210   1,316 1,894
3,763   336 3,427
3,919   2,204 1,715
9,860   7,955 1,905
408   218 190
342   212 130
729   373 356
834   613 221
718   302 416
1,288   830 458
4,713   4,396 317
2,020   2,340 -320
6,461   4,813 1,648
5,155   2,801 2,354
3,948   2,724 1,224
257,386   280,000 -22,614
6,011   4,755 1,256
4,627   3,214 1,413
5,730   2,742 2,988
5,923   4,069 1,854
3,106   2,883 223
4,493   4,432 61
7,109   7,039 70
4,475   4,081 394
4,475   4,662 -187
1,693   369 1,324
4,032   3,894 138
4,992   2,460 2,532
6,643   7,138 -495
6,830   9,103 -2,273
945   501 444
6,663   4,796 1,867
6,675   7,057 -382
1,151   1,149 2
6,536   4,746 1,790
5,830   5,402 428
12,186   1,186 11,000
4,076   1,050 3,026
3,962   1,392 2,570
5,574   5,108 466
587   265 322
3,318   4,217 -899
5,163   3,191 1,972
4,547   2,241 2,306
4,788   3,270 1,518
8,369   1,824 6,545
3,908   4,455 -547
5,182   2,595 2,587
6,073   4,975 1,098
3,541   4,047 -506
6,076   6,387 -311
3,117   3,580 -463
4,823   4,896 -73
4,823   1,921 2,902
5,992   6,409 -417
7,141   3,735 3,406
6,441   3,934 2,507
4,131   1,666 2,465
4,688   1,419 3,269
2,200   2,543 -343
244   283 -39
2,200   2,610 -410
3,946   3,555 391
4,318   614 3,704
4,917   1,125 3,792
5,116   4,030 1,086
6,934   12,948 -6,014
4,880   5,361 -481
249   231 18
754   10 744
9,783   919 8,864
98   17 81
4,305   3,369 936
3,946   3,438 508
157   233 -76
295   254 41
84   96 -12
679   648 31
1,062   961 101
168   27 141
6,204   8,756 -2,552
738   142 596
147   138 9
452   1,110 -658
402   32 370
312   147 165
47   76 -29
57   13 44
1,302   1,292 10
16,807   9,086 7,721
97   84 13
43,531   40,836 2,695
4,951   3,030 1,921
677   100 577
5,790   7,756 -1,966
5,474   2,724 2,750
2,812   2,630 182
9,360   4,946 4,414
3,138   3,230 -92
17,382   2,405 14,977
5,319   70 5,249
9,997   838 9,159
2,390   2,375 15
2,390   167 2,223
9,875   1,734 8,141
330   173 157
4,461   1,855 2,606
730   919 -189
313   380 -67
1,044   2,046 -1,002
766   632 134
2,994   1,402 1,592
418   563 -145
709   955 -246
651   668 -17
1,265   1,620 -355
5,080   848 4,232
4,220   2,651 1,569
6,169   6,173 -4
4,533   456 4,077
2,197   1,689 508
4,590   8,613 -4,023
736   943 -207
2,746   1,478 1,268
4,636   5,241 -605
2,995   1,612 1,383
10,813   782 10,031
3,663   2,999 664
460   373 87
13,465   17,349 -3,884
7,565   4,697 2,868
4,123   1,511 2,612
5,283   3,215 2,068
2,478   2,778 -300
2,409   2,665 -256
803   727 76
100   34 66
5,288   2,166 3,122
490   384 106
979   186 793
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
      632
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       -26
b       66
c       1,748
d       150
e       133
      -131
      -822
      3,844
      2,372
      5,250
      510
      -688
      3,338
      -21
      -445
      806
      3,016
      -1,176
      4,668
      378
      -384
      16,105
      1,952
      4,277
      526
      3,033
      9,040
      159
      2,862
      -579
      -2,272
      1,030
      -4,325
      993
      469
      376
      3,822
      3,054
      -3,476
      2,382
      2,710
      -25
      764
      -1,600
      -896
      -718
      -82
      -699
      3,287
      1,958
      -123
      -323
      157
      4,617
      130
      -292
      3,787
      -284
      2,349
      228
      -1,097
      3,032
      -5,369
      217
      31
      180
      6,544
      3,463
      6,276
      3,198
      534
      7,553
      1,170
      947
      -307
      2,212
      -317
      -745
      -38
      8,098
      -329
      777
      239
      -1,445
      107
      2,659
      -132
      -3,423
      -508
      -160
      329
      284
      -1,526
      -5,057
      2,115
      204
      -513
      95
      85
      -1,192
      -513
      1,077
      3,240
      -217
      2,554
      1,894
      3,427
      1,715
      1,905
      190
      130
      356
      221
      416
      458
      317
      -320
      1,648
      2,354
      1,224
      -22,614
      1,256
      1,413
      2,988
      1,854
      223
      61
      70
      394
      -187
      1,324
      138
      2,532
      -495
      -2,273
      444
      1,867
      -382
      2
      1,790
      428
      11,000
      3,026
      2,570
      466
      322
      -899
      1,972
      2,306
      1,518
      6,545
      -547
      2,587
      1,098
      -506
      -311
      -463
      -73
      2,902
      -417
      3,406
      2,507
      2,465
      3,269
      -343
      -39
      -410
      391
      3,704
      3,792
      1,086
      -6,014
      -481
      18
      744
      8,864
      81
      936
      508
      -76
      41
      -12
      31
      101
      141
      -2,552
      596
      9
      -658
      370
      165
      -29
      44
      10
      7,721
      13
      2,695
      1,921
      577
      -1,966
      2,750
      182
      4,414
      -92
      14,977
      5,249
      9,159
      15
      2,223
      8,141
      157
      2,606
      -189
      -67
      -1,002
      134
      1,592
      -145
      -246
      -17
      -355
      4,232
      1,569
      -4
      4,077
      508
      -4,023
      -207
      1,268
      -605
      1,383
      10,031
      664
      87
      -3,884
      2,868
      2,612
      2,068
      -300
      -256
      76
      66
      3,122
      106
      793
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 260,369
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 4,284
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 4,284
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 4,284
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,848
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,848
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... 10 564
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax564 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)
Yes
 
(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
 
No
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
WELLS FARGO BANK N A TRUSTEE
1
66,329    
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
5,471,543
b
Average of monthly cash balances.......................
1b
390,305
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,861,848
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
5,861,848
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,928
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,773,920
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
288,696
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
288,696
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,284
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,284
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
284,412
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
284,412
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
284,412
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
274,237
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
274,237
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 7 284,412
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 255,839
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: $ 274,237
a Applied to 2024, but not more than line 2a 255,839
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..... 18,398
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 ..........
266,014
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

LOAVES AND FISHES FOOD PANTRY

POST OFFICE BOX 1672
ELLSWORTH,ME046055172
NONE   GENERAL OPERATING 6,396

NATIONAL BRAIN TUMOR SOCIETY INC

55 CHAPEL STREET SUITE 006
NEWTON,MA024581070
NONE   GENERAL OPERATING 13,960

AMERICAN CANCER SOCIETY INC

POST OFFICE BOX 1685
ATLANTA,GA30301
NONE   GENERAL OPERATING 10,000

AMERICAN PARKINSON DISEASE ASSOC

2562 HYLAN BOULEVARD UNIT 61420
STATEN ISLAND,NY103068669
NONE   GENERAL OPERATING 10,000

MORGAN ADAMS FOUNDATION

5303 E EVANS AVENUE
DENVER,CO80222
NONE   GENERAL OPERATING 15,000

HOPE FOR PAWS

3940 LAUREL CANYON BOULEVARD 140
STUDIO CITY,CA91604
NONE   GENERAL OPERATING 6,396

HEALTH HORIZONS INTERNATIONAL FOUND INC

ONE REGENCY DRIVE
BLOOMFIELD,CT06002
NONE   GENERAL OPERATING 6,396

AL-MAA'UUN

1729 LYNDALE AVENUE N
MINNEAPOLIS,MN554113349
NONE   GENERAL OPERATING 6,396

WORLD CENTRAL KITCHEN INCORPORATED

POST OFFICE BOX 96538
WASHINGTON,DC20090
NONE   GENERAL OPERATING 6,396

FOOD BANK OF EASTERN MICHIGAN INC

2300 LAPEER ROAD
FLINT,MI485034221
NONE   GENERAL OPERATING 6,396

WAGS AND WALKS

2236 FEDERAL AVENUE
LOS ANGELES,CA900641404
NONE   GENERAL OPERATING 9,188

STAND UP FOR PITS FOUNDATION INC

8149 SANTA MONICA BOULEVARD 153
WEST HOLLYWOOD,CA900464912
NONE   GENERAL OPERATING 6,396

CANNONBALL KIDS CANCER FOUNDATION INC

1555 HOWELL BRANCH ROAD SUITE C202
WINTER PARK,FL32789
NONE   GENERAL OPERATING 5,000

LOVING OUR CITIES INC

274 DELSEA DRIVE
SEWELL,NJ080809469
NONE   GENERAL OPERATING 6,396

MOUNT SAINT MARYS UNIVERSITY

16300 OLD EMMITSBURG RD
EMMITSBURG,MD217277700
NONE   GENERAL OPERATING 10,000

LOS ANGELES SPCA

5026 W JEFFERSON BLVD
LOS ANGELES,CA90016
NONE   GENERAL OPERATING 6,396

THE SALVATION ARMY

1384 GREENE STREET
AUGUSTA,GA30901
NONE   GENERAL OPERATING 6,396

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PLACE
MEMPHIS,TN38105
NONE   GENERAL OPERATING 10,000

SANT DFOUNDATION

POST OFFICE BOX 29076
LOS ANGELES,CA90029
NONE   GENERAL OPERATING 6,396

THE FOOD BANK OF CENTRAL LOUISIANA INC

3223 BALDWIN AVENUE
ALEXANDRIA,LA713013506
NONE   GENERAL OPERATING 6,396

KITTY OF ANGELS INC

11301 W OLYMPIC BOULEVARD SUITE 34
LOS ANGELES,CA900641653
NONE   GENERAL OPERATING 6,396

FIXNATION INC

7680 CLYBOURN AVENUE
LOS ANGELES,CA91352
NONE   GENERAL OPERATING 6,396

NEIGHBORWORKS SOUTHERN COLORADO

1241 E ROUTT AVENUE
PUEBLO,CO81004
NONE   GENERAL OPERATING 6,396

CANINE CONDITION INC

321 N PASS AVENUE SUITE 220
BURBANK,CA915053859
NONE   GENERAL OPERATING 4,000

LOYOLA MARYMOUNT UNIVERSITY

1 LMU DRIVE
LOS ANGELES,CA90045
NONE   SCHOLARSHIP 17,168

AZUSA PACIFIC UNIVERSITY

901 EAST ALOSTA AVENUE
AZUSA,CA91702
NONE   GENERAL OPERATING 12,500

CAT ASSISTANCE REFERRAL & EDUCATION

POST OFFICE BOX 56631
SHERMAN OAKS,CA91413
NONE   GENERAL OPERATING 6,396

VOLUNTEERS OF BURBANK ANIMAL SHELTER

1150 N VICTORY PLACE
BURBANK,CA91502
NONE   GENERAL OPERATING 6,000

VOICE FOR THE ANIMALS

1902 LINCOLN BLVD STE A
SANTA MONICA,CA904051383
NONE   GENERAL OPERATING 6,396

STRAY CAT ALLIANCE

POST OFFICE BOX 661277
LOS ANGELES,CA90066
NONE   GENERAL OPERATING 6,396

CALIFORNIA INSTITUTE OF THE ARTS

24700 MCBEAN PARKWAY
VALENCIA,CA91355
NONE   GENERAL OPERATING 11,500

HAITIAN GLOBAL HEALTH ALLIANCE INC

68 JAY STREET SUITE 201
BROOKLYN,NY112018359
NONE   GENERAL OPERATING 6,396
Total ................................. 3a 255,840
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 ....     14 122,648  
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 ............
    18 260,369  
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) ..   383,017  
13Total. Add line 12, columns (b), (d), and (e)..................
13
383,017
(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:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,815     1,815

TY 2025 InvestmentsCorpBondsSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Name of Bond End of Year Book Value End of Year Fair Market Value
912828P46 US TREASURY NOTE 1.6 77,304 79,800
912828XZ8 US TREASURY NOTE    
9128286B1 US TREASURY NOTE 39,332 38,894
06051GGA1 BANK OF AMERICA CORP 37,922 39,628
9128283W8 US TREASURY NOTE 39,391 39,397
375558AZ6 GILEAD SCIENCES INC    
9128284V9 US TREASURY NOTE 84,600 78,716
29379VBE2 ENTERPRISE PRODUCTS    
92343VDD3 VERIZON COMMUNICATIO    
912828ZB9 US TREASURY NOTE 39,598 38,922
912828YB0 US TREASURY NOTE 56,319 56,009
084670BS6 BERKSHIRE HATHAWAY 39,614 39,935
035240AV2 ANHEUSER-BUSCH INBEV 41,812 39,058
38141GYA6 VR GOLDMAN SACHS 1.4 39,602 40,790
172967MY4 VR CITIGROUP INC 42,008 40,839
91282CAQ4 TREAS INFL IND BD    
91282CDG3 US TREASURY NOTE 76,108 78,390
00206RJY9 AT&T INC 62,794 62,451
91282CEP2 US TREASURY NOTE 62,226 61,288
91324PEH1 UNITEDHEALTH GROUP 37,207 38,961
91282CFH9 US TREASURY NOTE 3.1 38,491 39,770
91282CFY2 US TREASURY NOTE 45,183 45,376
91282CGM7 US TREASURY NOTE 76,951 77,747
91282CHC8 US TREASURY NOTE 37,940 38,455
91282CHE4 US TREASURY NOTE 74,452 75,197
00287YDT3 ABBVIE INC 38,211 39,292
126650DY3 CVS HEALTH CORP 34,235 35,060
337738BM9 FISERV INC 38,867 39,189
373334KW0 GEORGIA POWER CO 38,997 40,264
46647PDH6 VR JPMORGAN CHASE & 38,349 38,711
91282CFV8 US TREASURY NOTE 4.1 76,281 75,859
29379VBV4 ENTERPRISE PRODUCTS 38,722 39,751
68389XCN3 ORACLE CORP 38,769 38,658
91282CLZ2 US TREASURY NOTE 56,879 56,842
91282CNC1 US TREASURY NOTE 39,671 40,331
92343VER1 VERIZON COMMUNICATIO 39,044 39,321

TY 2025 InvestmentsCorpStockSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Name of Stock End of Year Book Value End of Year Fair Market Value
466032109 J & J SNACK FOODS CO 753 1,627
000360206 AAON INC 1,682 3,126
67066G104 NVIDIA CORP 51,233 287,397
840441109 SOUTHSTATE CORP    
02079K107 ALPHABET INC CL C 6,424 134,306
548661107 LOWES COS INC 10,947 18,328
252131107 DEXCOM INC 16,912 21,238
169656105 CHIPOTLE MEXICAN GRI 10,594 18,537
099502106 BOOZ ALLEN HAMILTON    
037833100 APPLE INC 1,694 140,823
571748102 MARSH & MCLENNAN COS 12,445 21,335
58155Q103 MCKESSON CORP 12,014 51,678
81762P102 SERVICENOW INC 9,364 22,979
153527106 CENTRAL GARDEN & PET 879 1,157
057665200 BALCHEM CORP CLASS B 479 2,914
98389B100 XCEL ENERGY INC 7,544 12,335
92532F100 VERTEX PHARMACEUTICA 8,141 22,215
892356106 TRACTOR SUPPLY CO CO 3,819 15,203
05605H100 BWX TECHNOLOGIES INC 699 8,469
278865100 ECOLAB INC 11,074 20,739
302941109 FTI CONSULTING INC C 745 1,537
641069406 NESTLE S.A. REGISTER    
407497106 HAMILTON LANE INC 2,867 5,372
11135F101 BROADCOM INC 6,080 96,562
G8994E103 TRANE TECHNOLOGIES P 2,266 6,616
896239100 TRIMBLE INC    
124805102 CBIZ INC 8,111 9,939
G1151C101 ACCENTURE PLC 6,592 23,074
513847103 MARZETTI COMPANY/THE 627 1,151
79546E104 SALLY BEAUTY CO INC    
258278100 DORMAN PRODUCTS INC 2,307 7,391
25243Q205 DIAGEO PLC - ADR    
053611109 AVERY DENNISON CORP 8,514 12,913
343412102 FLUOR CORP NEW 2,423 6,460
G29183103 EATON CORP PLC 2,263 14,651
443510607 HUBBELL INCORPORATED 2,804 11,991
125523100 CIGNA GROUP/THE 26,435 41,009
023135106 AMAZON COM INC COM 7,551 120,026
78467J100 SS&C TECHNOLOGIES HO    
30303M102 META PLATFORMS INC 4,446 83,171
101137107 BOSTON SCIENTIFIC CO 5,161 33,373
30214U102 EXPONENT INC 189 1,945
458334109 INTER PARFUMS INC 6,054 9,246
92826C839 VISA INC-CLASS A SHR 6,942 49,099
35905A109 FRONTDOOR INC 4,779 7,096
198516106 COLUMBIA SPORTSWEAR 1,353 1,983
25746U109 DOMINION ENERGY INC 28,659 27,127
31847R102 FIRST AMERICAN FINAN    
073685109 BEACON ROOFING SUPPL    
736508847 PORTLAND GEN ELEC CO    
90384S303 ULTA BEAUTY INC 11,182 25,410
H1467J104 CHUBB LTD 3,895 21,848
831865209 SMITH A O CORP CL B    
20825C104 CONOCOPHILLIPS 14,921 26,866
631103108 NASDAQ INC 3,648 25,351
025816109 AMERICAN EXPRESS CO 8,540 21,087
032654105 ANALOG DEVICES INC 30,307 54,511
55261F104 M & T BANK CORPORATI 7,331 12,089
147528103 CASEYS GEN STORES IN 2,975 14,370
515098101 LANDSTAR SYS INC COM 2,958 4,886
957090103 WESTAMERICA BANCORPO    
457985208 INTEGRA LIFESCIENCES    
366651107 GARTNER INC    
497266106 KIRBY CORP 1,967 4,407
580589109 MCGRATH RENTCORP 4,422 5,666
893641100 TRANSDIGM GROUP INC 6,197 23,937
452308109 ILLINOIS TOOL WORKS 4,797 14,039
004498101 ACI WORLDWIDE INC 4,398 6,072
169905106 CHOICE HOTELS INTL I 770 3,334
827048109 SILGAN HLDGS INC COM 6,012 6,540
749607107 RLI CORP COM 1,131 4,479
016255101 ALIGN TECHNOLOGY INC    
11133T103 BROADRIDGE FINANCIAL 1,205 9,150
34964C106 FORTUNE BRANDS INNOV    
983793100 XPO INC 9,996 26,910
59064R109 MESA LABORATORIES IN 4,064 1,649
235851102 DANAHER CORP 17,240 26,784
858586100 STEPAN CO COM    
79466L302 SALESFORCE INC 15,462 32,584
302130109 EXPEDITORS INTL WASH 5,272 14,454
294268107 EPLUS INC 3,788 6,841
447462102 HURON CONSULTING GRO 2,448 7,608
74758T303 QUALYS INC 3,766 5,848
78409V104 S&P GLOBAL INC 8,374 24,039
942622200 WATSCO INC CL A 3,344 6,402
532457108 ELI LILLY & CO COM 5,674 42,987
478160104 JOHNSON & JOHNSON 4,247 19,246
011311107 ALAMO GROUP INC COM 1,871 3,190
842587107 SOUTHERN CO 15,544 24,503
739276103 POWER INTERGRATIONS 622 1,635
703395103 PATTERSON COS INC    
615394202 MOOG INC CL A 1,706 10,716
64110L106 NETFLIX INC 3,158 17,814
45866F104 INTERCONTINENTAL EXC 2,505 15,062
44930G107 ICU MED INC COM 1,738 1,855
21036P108 CONSTELLATION BRANDS    
713448108 PEPSICO INC 11,471 12,486
04316A108 ARTISAN PARTNERS ASS 2,321 3,789
570535104 MARKEL GROUP INC 6,531 15,048
26441C204 DUKE ENERGY HOLDING 18,608 26,138
617446448 MORGAN STANLEY 15,787 46,335
427866108 THE HERSHEY COMPANY 8,181 11,647
829073105 SIMPSON MFG INC COM 1,375 2,745
594918104 MICROSOFT CORP 27,002 163,947
907818108 UNION PACIFIC CORP 6,151 17,580
904708104 UNIFIRST CORP MASS    
73278L105 POOL CORPORATION    
09857L108 BOOKING HOLDINGS INC    
G0403H108 AON PLC 5,780 18,703
693475105 PNC FINANCIAL SERVIC 8,196 12,941
46625H100 JPMORGAN CHASE & CO 4,005 46,077
09227Q100 BLACKBAUD INC 4,679 7,092
N6596X109 NXP SEMICONDUCTORS N 13,232 20,187
697435105 PALO ALTO NETWORKS I 2,164 25,420
72346Q104 PINNACLE FINL PARTNE 643 1,813
816300107 SELECTIVE INS GROUP 7,994 8,702
018802108 ALLIANT ENERGY CORPO 9,912 12,612
12503M108 CBOE GLOBAL MARKETS 6,761 17,068
204166102 COMMVAULT SYSTEMS IN 2,352 4,137
48251W104 KKR & CO INC -A 10,527 21,799
571903202 MARRIOTT INTERNATION 16,338 28,542
743315103 PROGRESSIVE CORP OHI 14,963 36,891
637372202 NATIONAL RESEARCH CO 5,378 2,703
45765U103 INSIGHT ENTERPRISES 6,569 4,888
679295105 OKTA INC 31,684 24,644
359694106 FULLER H B CO 2,843 2,438
87612E106 TARGET CORP    
406216101 HALLIBURTON CO 6,044 5,991
482480100 KLA CORP 6,042 21,871
589889104 MERIT MEDICAL SYS IN 4,187 5,024
25278X109 DIAMONDBACK ENERGY I 13,584 15,484
46120E602 INTUITIVE SURGICAL I 16,992 33,982
369550108 GENERAL DYNAMICS COR 18,109 27,606
717081103 PFIZER INC    
00287Y109 ABBVIE INC 10,014 15,766
052769106 AUTODESK INC 9,533 12,432
084423102 BERKLEY W R CORP 9,930 17,670
090572207 BIO RAD LABS INC CL    
126402106 CSW INDUSTRIALS INC 3,248 4,990
127387108 CADENCE DESIGN SYSTE 16,844 24,694
13646K108 CANADIAN PACIFIC KAN 16,561 21,353
159864107 CHARLES RIVER LABORA    
172967424 CITIGROUP INC. 9,841 22,871
194014502 ENOVIS CORP 3,791 1,812
25787G100 DONNELLEY FINANCIAL 4,799 4,716
29415F104 ENVISTA HOLDINGS COR 1,222 1,151
30040W108 EVERSOURCE ENERGY CO    
49177J102 KENVUE INC    
655844108 NORFOLK SOUTHERN COR    
693718108 PACCAR INC 21,755 26,392
729132100 PLEXUS CORP COM 3,596 4,851
75513E101 RTX CORP 10,860 24,209
88339J105 TRADE DESK INC/THE 21,136 12,906
902673102 UFP TECHNOLOGIES INC 854 1,110
974250102 WINMARK CORP    
002824100 ABBOTT LABS 18,686 22,552
00724F101 ADOBE INC 35,576 26,599
008252108 AFFILIATED MANAGERS 3,389 5,766
011642105 ALARM.COM HOLDINGS I 6,390 5,510
040413205 ARISTA NETWORKS INC 8,195 35,902
09239B109 BLACKLINE INC 4,892 4,755
097023105 BOEING CO 28,912 32,351
219948106 CORPAY INC 24,654 26,783
22052L104 CORTEVA INC 8,764 9,652
22160N109 COSTAR GROUP, INC    
23804L103 DATADOG INC 26,205 28,422
285512109 ELECTRONIC ARTS INC    
30231G102 EXXON MOBIL CORPORAT 30,700 33,094
31488V107 FERGUSON ENTERPRISES 11,887 14,471
31620M106 FIDELITY NATL INFORM    
36266G107 GE HEALTHCARE TECHNO 11,310 11,401
363576109 GALLAGHER ARTHUR J & 9,944 10,352
372460105 GENUINE PARTS CO    
379577208 GLOBUS MEDICAL INC - 13,266 19,557
45826H109 INTEGER HOLDINGS COR 3,671 2,431
48282T104 KADANT INC 2,527 2,280
609207105 MONDELEZ INTERNATION 17,898 13,619
64125C109 NEUROCRINE BIOSCIENC 18,413 19,431
674215207 CHORD ENERGY CORP    
69343T107 PJT PARTNERS INC 3,590 5,518
74112D101 PRESTIGE CONSUMER HE 5,820 4,997
78463M107 SPS COMMERCE INC 4,329 2,228
829214105 SIMULATIONS PLUS INC 1,945 912
83444M101 SOLVENTUM CORP 8,675 12,599
87162W100 TD SYNNEX CORP 8,602 12,169
878742204 TECK RESOURCES LIMIT 6,292 5,843
889478103 TOLL BROS INC 12,450 13,928
91324P102 UNITEDHEALTH GROUP I 27,087 17,496
92511U102 VERRA MOBILITY CORP 4,986 4,415
92537N108 VERTIV HOLDINGS LLC 8,518 20,089
988498101 YUM BRANDS INC 10,671 11,649
G25508105 CRH PLC 22,976 33,322
G87052109 TE CONNECTIVITY PLC 7,072 13,196
N20944109 CNH INDUSTRIAL NV 11,281 8,399
009158106 AIR PRODS & CHEMS IN 11,864 11,610
036752103 ELEVANCE HEALTH INC 11,546 14,373
09290D101 BLACKROCK INC 19,275 19,266
116794108 BRUKER CORPORATION 2,324 2,968
149123101 CATERPILLAR INC 14,409 19,478
26614N102 DUPONT DE NEMOURS IN 9,053 12,100
294429105 EQUIFAX INC 15,620 16,057
36828A101 GE VERNOVA INC 19,053 20,261
451107106 IDACORP INC 8,958 9,239
48238T109 OPENLANE INC 2,480 3,603
49271V100 KEURIG DR PEPPER INC 13,323 11,904
494368103 KIMBERLY CLARK CORP 14,241 13,822
525558201 LEMAITRE VASCULAR IN 1,283 1,217
67000B104 NOVANTA INC 2,660 2,737
68389X105 ORACLE CORPORATION 27,473 19,686
68902V107 OTIS WORLDWIDE CORP 11,648 11,618
69331C108 PG&E CORP COM 4,948 5,046
703343103 PATRICK INDUSTRIES I 1,668 2,060
74743L100 QNITY ELECTRONICS IN 9,543 10,043
84472E102 SOUTHSTATE BANK CORP 2,211 2,541
90353T100 UBER TECHNOLOGIES IN 24,744 26,392
931142103 WALMART INC 16,950 19,051
96208T104 WEX INC 1,382 1,341
G0450A105 ARCH CAPITAL GROUP L 11,277 11,702
H01301128 ALCON INC 11,857 12,452
L8681T102 SPOTIFY TECHNOLOGY S 23,382 19,163
M7S64H106 MONDAY.COM LTD 19,595 15,199

TY 2025 InvestmentsOtherSchedule2
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
741486302 T ROWE PR T/F HI YLD      
74340W103 PROLOGIS INC AT COST 24,025 26,936
922908553 VANGUARD REAL ESTATE AT COST 48,123 97,339
866674104 SUN CMNTYS INC COM      
78463X863 SPDR DJ WILSHIRE INT AT COST 52,332 39,200
722005220 PIMCO INTL BND UNHDG AT COST 98,882 82,788
22822V101 CROWN CASTLE INC AT COST 11,904 10,220
464288679 ISHARES SHORT TREASU      
512816109 LAMAR ADVERTISING CO AT COST 10,044 11,899
59522J103 MID AMERICA APARTMEN AT COST 9,839 10,557
637870106 NATIONAL STORAGE AFF      
68213N109 OMNICELL INC      
76169C100 REXFORD INDUSTRIAL R AT COST 11,555 11,926

TY 2025 OtherDecreasesSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Description Amount
CY PURCHASE OF ACCRUED INTEREST 242
ROC ON CY SALES 203
PY RETURN OF CAPITAL ADJUSTMENT 2,641


TY 2025 OtherExpensesSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 9 9   0


TY 2025 OtherIncreasesSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Description Amount
MUTUAL FUND TIMING ADJ 1,739
PY PURCHASE OF ACCRUED INTEREST 570
COST BASIS ADJUSTMENT 828


TY 2025 OtherProfessionalFeesSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 14,751 14,751    


TY 2025 TaxesSchedule
Name:
LAFFINTR OF JOHN & MARIA TUW MAIN
EIN:
94-6609731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 840 840   0
FEDERAL TAX PAYMENT - PRIOR YE 585 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,848 0   0
FOREIGN TAXES ON NONQUALIFIED 42 42   0