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
786 FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 64193
  Room/suite
City or town
EAGAN
State or province
MN
Country  
ZIP or foreign postal code
55164
A Employer identification number

39-6515741
B Telephone number (see instructions)

8882657962
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,561,980J 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... 116,749 116,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 278,277
b Gross sales price for all assets on line 6a 1,113,364
7 Capital gain net income (from Part IV, line 2)... 278,277
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........ 395,026 395,007  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,193 10,973   1,219
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
1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,075 25,267   2,807
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,784 1,843   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
4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,556 38,087 0 5,526
25 Contributions, gifts, grants paid....... 170,000 170,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 223,556 38,087 0 175,526
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 171,470
b Net investment income (if negative, enter -0-) 356,920
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......... 303,488 254,827 254,827
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)....... 2,618,618 Click to see attachment
List of Attached Documents:
// Content
2,764,926 		4,850,976
c Investments—corporate bonds (attach schedule)....... 802,765 Click to see attachment
List of Attached Documents:
// Content
876,943 		861,035
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 435,127 Click to see attachment
List of Attached Documents:
// Content
435,127 		594,370
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1,107 		Click to see attachment
List of Attached Documents:
// Content
772 		Click to see attachment
List of Attached Documents:
// Content
772
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,161,105 4,332,595 6,561,980
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........ 4,161,105 4,332,595
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)..... 4,161,105 4,332,595
30 Total liabilities and net assets/fund balances (see instructions). 4,161,105 4,332,595
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
4,161,105
2
Enter amount from Part I, line 27a .....................
2
171,470
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
162
4
Add lines 1, 2, and 3 ..........................
4
4,332,737
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
142
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,332,595
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 135. ALPHABET INC CL A   2021-08-11 2025-01-02
b 25. ALPHABET INC CL A   2021-08-11 2025-01-03
c 23. GLOBUS MED INCA     2025-01-07
d 2. GLOBUS MED INCA   2019-07-30 2025-01-08
e 34. GLOBUS MED INCA     2025-01-16
45. WATERS CORP   2023-06-22 2025-01-23
.65 COMMERCE BANCSHARES INC   2023-09-20 2025-01-28
75. MICROSOFT CORP COM     2025-01-29
125. WATERS CORP     2025-01-29
70. GLOBUS MED INCA   2016-05-12 2025-02-13
4. ATKORE INC COM   2024-04-29 2025-02-26
450. COMCAST CORP CLASS A     2025-02-26
75. HERSHEY CO COM   2024-04-25 2025-02-26
180. HERSHEY CO COM   2024-02-02 2025-02-26
2. ICU MEDICAL INC   2021-07-09 2025-02-26
46. ATKORE INC COM     2025-02-27
9. ICU MEDICAL INC   2021-07-09 2025-02-27
10. ICU MEDICAL INC     2025-02-28
44. CARTERS INC     2025-03-13
31. CARTERS INC     2025-03-14
10. CARTERS INC     2025-03-17
10. AXCELLS TECHNOLOGIES INC   2024-08-19 2025-03-24
10. BADGER METER INC   2019-09-24 2025-03-24
15. CABLE ONE INC     2025-03-24
10. CATHAY GENERAL BANCORP     2025-03-24
10. CAVCO INDS INC DEL     2025-03-24
12. CORCEPT THERAPEUTICS INC     2025-03-24
10. EVERCORE INC     2025-03-24
20. FRANKLIN ELEC INC     2025-03-24
10. INTERNATIONAL BANCSHARES CORP   2024-01-12 2025-03-24
10. MARZETTI COMPANY COM     2025-03-24
20. INMODE LTD   2023-11-13 2025-03-24
10. CORCEPT THERAPEUTICS INC   2021-09-16 2025-03-25
40. ADOBE SYS INC     2025-03-26
60. VISA INC COM CL A   2023-09-19 2025-03-26
75. ACCENTURE PLC IRELAND SHS CLASS A     2025-03-26
22. CORCEPT THERAPEUTICS INC     2025-03-31
330. CONOCOPHILLIPS     2025-04-02
3. CAVCO INDS INC DEL   2021-05-20 2025-04-10
24. SHUTTERSTOCK INC     2025-04-10
1. CAVCO INDS INC DEL   2021-05-20 2025-04-11
76. SHUTTERSTOCK INC     2025-04-11
210. ANALOG DEVICES INC   2019-07-12 2025-04-14
10. AUTOZONE INC COM W/RIGHTS ATTACHED EXP 3     2025-04-14
80. MARSH MCLENNAN COS INC   2017-09-27 2025-04-14
125. UNION PACIFIC CORP COM     2025-04-14
25. UNITEDHEALTH GROUP INC COM     2025-04-14
24. CORVEL CORP   2016-04-26 2025-04-24
11. ICU MEDICAL INC     2025-04-24
55. VISA INC COM CL A     2025-04-30
10. CORE LABORATORIES INC COM   2022-04-09 2025-05-08
115. CORE LABORATORIES INC COM     2025-05-08
40. INSPERITY INC     2025-05-08
25. SILGAN HLDGS INC   2019-05-31 2025-05-08
60. CORE LABORATORIES INC COM   2025-03-24 2025-05-09
45. CORE LABORATORIES INC COM     2025-05-09
50000. ORACLE CORP 2.950% 5/15/25   2017-09-28 2025-05-15
82. HELMERICH PAYNE INC     2025-05-20
93. HELMERICH PAYNE INC     2025-05-21
15. DEERE CO   2022-03-31 2025-05-22
30. JPMORGAN CHASE CO   2022-10-27 2025-05-22
55. VISA INC COM CL A     2025-05-22
29. HANOVER INS GROUP INC   2023-01-23 2025-06-05
60. HELMERICH PAYNE INC   2025-03-24 2025-06-05
28. HELMERICH PAYNE INC     2025-06-05
10. HANOVER INS GROUP INC   2023-01-23 2025-06-17
199. BECTON DICKINSON AND CO     2025-06-18
20. DEERE CO   2022-03-31 2025-06-18
24. HANOVER INS GROUP INC     2025-06-18
75. JOHNSON JOHNSON   2022-05-13 2025-06-18
35. UNITEDHEALTH GROUP INC COM     2025-06-18
6. ICU MEDICAL INC   2020-05-29 2025-07-03
10. COLUMBIA SPORTSWEAR CO     2025-07-07
20. INDEPENDENT BK CORP MASS     2025-07-07
15. MINERALS TECHNOLOGIES INC   2022-05-12 2025-07-07
8. COLUMBIA SPORTSWEAR CO   2020-12-09 2025-07-08
4. ICU MEDICAL INC   2020-05-29 2025-07-08
8. INDEPENDENT BK CORP MASS   2024-01-11 2025-07-08
4. MINERALS TECHNOLOGIES INC   2022-05-12 2025-07-08
8. MINERALS TECHNOLOGIES INC   2022-05-12 2025-07-08
4. COLUMBIA SPORTSWEAR CO     2025-07-09
4. MINERALS TECHNOLOGIES INC   2022-05-12 2025-07-09
5. COLUMBIA SPORTSWEAR CO   2020-07-28 2025-07-10
1. COLUMBIA SPORTSWEAR CO   2020-07-28 2025-07-11
2. COLUMBIA SPORTSWEAR CO   2020-07-28 2025-07-14
5. COLUMBIA SPORTSWEAR CO   2020-07-28 2025-07-15
11. CSG SYS INTL INC   2024-04-25 2025-07-17
18. HAEMONETICS CORP MASS     2025-07-17
12. MINERALS TECHNOLOGIES INC     2025-07-17
6. CSG SYS INTL INC   2024-04-25 2025-07-18
7. HAEMONETICS CORP MASS   2021-07-16 2025-07-18
20. MINERALS TECHNOLOGIES INC     2025-07-18
18. MINERALS TECHNOLOGIES INC     2025-07-18
8. CSG SYS INTL INC   2024-04-25 2025-07-21
195. JOHNSON JOHNSON     2025-07-23
100. MERCK CO INC     2025-07-23
35. UNION PACIFIC CORP COM     2025-07-23
6. INDEPENDENT BK CORP MASS   2024-01-11 2025-07-28
31. INTERNATIONAL BANCSHARES CORP     2025-07-28
10. INDEPENDENT BK CORP MASS   2024-01-11 2025-07-29
22. INDEPENDENT BK CORP MASS     2025-07-29
17. INDEPENDENT BK CORP MASS   2020-10-16 2025-07-30
7. INDEPENDENT BK CORP MASS     2025-07-31
13. INDEPENDENT BK CORP MASS   2006-11-20 2025-08-01
7. INDEPENDENT BK CORP MASS   2006-11-20 2025-08-04
12. ICU MEDICAL INC     2025-08-14
14. MINERALS TECHNOLOGIES INC     2025-08-14
6. ICU MEDICAL INC   2024-05-13 2025-08-15
23. MINERALS TECHNOLOGIES INC   2006-02-28 2025-08-15
2. MINERALS TECHNOLOGIES INC   2006-02-28 2025-08-18
8. MINERALS TECHNOLOGIES INC   2006-02-28 2025-08-19
7. MINERALS TECHNOLOGIES INC   2006-02-28 2025-08-20
50. ALPHABET INC CL A   2021-08-11 2025-08-21
70. APPLE INC COM   2011-03-08 2025-08-21
50. ORACLE CORPORATION   2025-01-23 2025-08-21
40. PEPSICO INC   2022-05-13 2025-08-21
140. PROCTER GAMBLE CO   2025-02-26 2025-08-21
45. ACCENTURE PLC IRELAND SHS CLASS A     2025-08-21
4. WATTS WATER TECHNOLOGIES CL A   2024-02-29 2025-08-28
23. INMODE LTD     2025-08-28
227. INMODE LTD     2025-08-28
100. ALPHABET INC CL A   2021-08-11 2025-09-09
48. FLOWERS FOODS INC COM     2025-09-11
9. SENSIENT TECHNOLOGIES CORP   2023-03-17 2025-09-11
25000. F H L B DEB 2.625% 9/12/25   2015-10-22 2025-09-12
71. FLOWERS FOODS INC COM     2025-09-12
13. SENSIENT TECHNOLOGIES CORP   2023-03-17 2025-09-12
35. ALPHABET INC CL A   2021-08-11 2025-09-15
25. APPLE INC COM   2011-03-08 2025-09-15
25. AUTOMATIC DATA PROCESSING   2023-06-22 2025-09-15
40. CISCO SYSTEMS INC   2021-08-11 2025-09-15
20. CONOCOPHILLIPS   2024-05-24 2025-09-15
10. COOPER COS INC COM   2020-02-12 2025-09-15
25. DONALDSON CO INC   2018-02-09 2025-09-15
40. ESSENTIAL UTILS INC COM   2024-09-12 2025-09-15
15. JPMORGAN CHASE CO   2022-10-27 2025-09-15
15. JOHNSON JOHNSON   2022-03-09 2025-09-15
75. LOWES CO INC   2022-01-05 2025-09-15
10. MERCK CO INC   2016-06-06 2025-09-15
10. PEPSICO INC   2022-05-13 2025-09-15
10. PROCTER GAMBLE CO   2025-02-26 2025-09-15
100. ROSS STORES INC     2025-09-15
25. SYSCO CORP   2024-12-18 2025-09-15
25. UNITED PARCEL SERVICE INC CL B   2021-08-11 2025-09-15
10. A10 NETWORKS INC   2025-02-28 2025-09-25
10. AMPHASTAR PHARMACEUTICALS IN     2025-09-25
10. BIO RAD LABS INC CL A     2025-09-25
10. BLOCK H R INC   2025-04-25 2025-09-25
4. EVERCORE INC   2021-07-23 2025-09-25
10. EXLSERVICE HLDGS INC   2023-08-09 2025-09-25
10. FLOWERS FOODS INC COM   2023-11-22 2025-09-25
10. FOUR CORNERS PROPERTY TRUST   2024-03-18 2025-09-25
10. GRAPHIC PACKAGING HLDG CO COM   2024-12-09 2025-09-25
10. HAEMONETICS CORP MASS   2024-09-03 2025-09-25
6. INTERDIGITAL INC   2019-08-27 2025-09-25
10. OCEANEERING INTERNATIONAL INC   2025-06-17 2025-09-25
10. SELECTIVE INS GROUP INC     2025-09-25
10. SILGAN HLDGS INC     2025-09-25
10. STAG INDUSTRIAL INC   2021-05-17 2025-09-25
10. TERADATA CORP   2022-12-22 2025-09-25
10. JAZZ PHARMACEUTICALS PLC     2025-09-25
19. EVERCORE INC     2025-09-29
3. INTERDIGITAL INC   2019-08-27 2025-09-29
55. APPLIED MATERIALS INC   2021-11-18 2025-10-08
80. ORACLE CORPORATION   2025-01-23 2025-10-08
5. EVERCORE INC   2022-01-20 2025-10-09
5. INTERDIGITAL INC     2025-10-09
61. TERADATA CORP     2025-10-09
76. TERADATA CORP     2025-10-09
6. EVERCORE INC   2022-01-20 2025-10-23
46. TERADATA CORP     2025-10-23
149. TERADATA CORP     2025-10-23
20. TERADATA CORP     2025-10-23
55. ALPHABET INC CL A   2021-08-11 2025-11-04
60. APPLIED MATERIALS INC   2021-11-18 2025-11-04
35. AUTOMATIC DATA PROCESSING   2023-06-22 2025-11-04
246. FLOWERS FOODS INC COM     2025-11-06
89. FLOWERS FOODS INC COM     2025-11-07
33. FLOWERS FOODS INC COM   2017-06-23 2025-11-07
100. AMALGAMATED FINL CORP     2025-11-20
25. DONALDSON CO INC   2017-06-16 2025-11-20
11. GLOBUS MED INCA     2025-11-20
25. HAEMONETICS CORP MASS     2025-11-20
14. GLOBUS MED INCA   2025-10-24 2025-11-21
50. ALPHABET INC CL A   2021-08-11 2025-12-03
14. ACUITY INC   2021-02-24 2025-12-11
20. DONNELLEY FINANCIAL SOLUTIONS INC     2025-12-11
8. HAEMONETICS CORP MASS     2025-12-11
3. INTERDIGITAL INC   2013-12-03 2025-12-11
16. SELECTIVE INS GROUP INC     2025-12-11
1. DONNELLEY FINANCIAL SOLUTIONS INC   2023-11-28 2025-12-12
21. HAEMONETICS CORP MASS     2025-12-12
4. DONNELLEY FINANCIAL SOLUTIONS INC   2023-11-28 2025-12-15
7. DONNELLEY FINANCIAL SOLUTIONS INC   2023-11-17 2025-12-16
18. CSG SYS INTL INC   2024-04-29 2025-12-18
3. MARZETTI COMPANY COM   2024-11-25 2025-12-18
5. MARZETTI COMPANY COM   2024-11-25 2025-12-18
5. MARZETTI COMPANY COM     2025-12-19
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 25,657   18,448 7,209
b 4,770   3,416 1,354
c 1,928   1,135 793
d 167   91 76
e 3,086   884 2,202
18,259   11,764 6,495
43   29 14
33,272   4,126 29,146
50,735   11,160 39,575
5,860   1,641 4,219
254   734 -480
15,837   21,171 -5,334
12,880   13,980 -1,100
30,912   35,668 -4,756
309   416 -107
2,929   6,870 -3,941
1,362   1,873 -511
1,468   2,048 -580
1,757   3,496 -1,739
1,234   2,319 -1,085
400   701 -301
576   1,149 -573
1,932   539 1,393
3,832   12,616 -8,784
440   417 23
5,251   2,266 2,985
719   247 472
2,163   1,352 811
1,952   2,093 -141
646   525 121
1,761   1,681 80
377   401 -24
589   205 384
16,138   21,332 -5,194
20,789   14,536 6,253
23,324   17,573 5,751
2,223   447 1,776
34,873   24,200 10,673
1,407   634 773
370   2,195 -1,825
469   211 258
1,163   5,395 -4,232
37,639   24,310 13,329
36,796   16,659 20,137
19,021   6,736 12,285
27,812   24,699 3,113
14,651   12,425 2,226
2,724   352 2,372
1,490   2,196 -706
18,734   12,318 6,416
118   321 -203
1,324   3,608 -2,284
2,630   3,579 -949
1,346   727 619
686   929 -243
515   1,313 -798
50,000   50,000  
1,340   2,869 -1,529
1,441   1,791 -350
7,778   6,299 1,479
7,846   3,736 4,110
19,766   10,860 8,906
4,996   3,784 1,212
978   1,517 -539
456   437 19
1,678   1,305 373
33,770   15,087 18,683
10,593   8,399 2,194
4,013   3,036 977
11,339   13,266 -1,927
10,852   16,530 -5,678
815   1,187 -372
629   903 -274
1,315   1,493 -178
869   968 -99
510   693 -183
531   791 -260
528   503 25
236   258 -22
471   516 -45
253   335 -82
233   258 -25
322   406 -84
62   81 -19
121   162 -41
295   406 -111
694   532 162
1,324   1,097 227
690   774 -84
373   290 83
507   425 82
1,136   1,287 -151
1,021   1,090 -69
498   387 111
32,722   33,655 -933
8,373   5,811 2,562
8,037   3,907 4,130
395   378 17
2,159   1,599 560
654   629 25
1,434   1,322 112
1,108   894 214
446   213 233
808   267 541
443   144 299
1,356   2,015 -659
863   506 357
712   648 64
1,394   617 777
121   54 67
487   215 272
424   188 236
10,041   6,833 3,208
15,809   893 14,916
11,703   9,234 2,469
5,977   6,938 -961
22,166   24,034 -1,868
11,336   2,736 8,600
1,123   813 310
344   458 -114
3,345   4,405 -1,060
23,784   13,665 10,119
685   1,051 -366
970   637 333
25,000   25,006 -6
981   1,525 -544
1,382   919 463
8,619   4,783 3,836
5,933   319 5,614
7,363   5,546 1,817
2,664   2,236 428
1,850   2,356 -506
665   884 -219
2,010   1,156 854
1,519   1,547 -28
4,631   1,868 2,763
2,676   2,532 144
20,385   19,207 1,178
812   543 269
1,430   1,734 -304
1,580   1,717 -137
14,715   11,462 3,253
2,022   1,960 62
2,123   4,803 -2,680
180   206 -26
264   499 -235
2,715   2,484 231
497   593 -96
1,352   539 813
433   276 157
128   214 -86
244   244  
192   301 -109
491   750 -259
2,039   287 1,752
252   219 33
792   1,015 -223
418   470 -52
345   352 -7
220   329 -109
1,288   1,113 175
6,429   2,525 3,904
1,043   144 899
11,750   8,651 3,099
22,952   14,775 8,177
1,588   614 974
1,755   224 1,531
1,335   1,996 -661
1,651   2,456 -805
1,896   737 1,159
956   1,018 -62
3,098   4,395 -1,297
419   439 -20
15,264   7,516 7,748
13,893   9,438 4,455
9,073   7,765 1,308
2,904   4,673 -1,769
1,053   1,423 -370
390   578 -188
2,793   3,041 -248
2,129   1,178 951
911   689 222
1,886   1,883 3
1,165   873 292
15,887   6,833 9,054
5,224   1,783 3,441
922   1,199 -277
682   571 111
1,071   96 975
1,270   1,618 -348
46   58 -12
1,745   1,271 474
180   234 -54
316   394 -78
1,385   868 517
515   568 -53
860   947 -87
846   940 -94
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
      8,487
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       7,209
b       1,354
c       793
d       76
e       2,202
      6,495
      14
      29,146
      39,575
      4,219
      -480
      -5,334
      -1,100
      -4,756
      -107
      -3,941
      -511
      -580
      -1,739
      -1,085
      -301
      -573
      1,393
      -8,784
      23
      2,985
      472
      811
      -141
      121
      80
      -24
      384
      -5,194
      6,253
      5,751
      1,776
      10,673
      773
      -1,825
      258
      -4,232
      13,329
      20,137
      12,285
      3,113
      2,226
      2,372
      -706
      6,416
      -203
      -2,284
      -949
      619
      -243
      -798
       
      -1,529
      -350
      1,479
      4,110
      8,906
      1,212
      -539
      19
      373
      18,683
      2,194
      977
      -1,927
      -5,678
      -372
      -274
      -178
      -99
      -183
      -260
      25
      -22
      -45
      -82
      -25
      -84
      -19
      -41
      -111
      162
      227
      -84
      83
      82
      -151
      -69
      111
      -933
      2,562
      4,130
      17
      560
      25
      112
      214
      233
      541
      299
      -659
      357
      64
      777
      67
      272
      236
      3,208
      14,916
      2,469
      -961
      -1,868
      8,600
      310
      -114
      -1,060
      10,119
      -366
      333
      -6
      -544
      463
      3,836
      5,614
      1,817
      428
      -506
      -219
      854
      -28
      2,763
      144
      1,178
      269
      -304
      -137
      3,253
      62
      -2,680
      -26
      -235
      231
      -96
      813
      157
      -86
       
      -109
      -259
      1,752
      33
      -223
      -52
      -7
      -109
      175
      3,904
      899
      3,099
      8,177
      974
      1,531
      -661
      -805
      1,159
      -62
      -1,297
      -20
      7,748
      4,455
      1,308
      -1,769
      -370
      -188
      -248
      951
      222
      3
      292
      9,054
      3,441
      -277
      111
      975
      -348
      -12
      474
      -54
      -78
      517
      -53
      -87
      -94
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 278,277
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 4,961
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 4,961
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 4,961
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,500
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 5,500
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... 10 539
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax539 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)
WI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofUS BANK NA Telephone no. (888) 265-7962

Located at60 LIVINGSTON AVESAINT PAULMN ZIP+455107
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
BOSTON TRUST WALDEN COMPANY TRUSTEE
0 		12,193    
ONE BEACON STREET
BOSTON,MA02108
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
5,940,046
b
Average of monthly cash balances.......................
1b
262,010
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,202,056
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,202,056
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
93,031
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,109,025
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
305,451
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
305,451
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,961
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,961
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
300,490
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
300,490
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
300,490
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
175,526
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
175,526
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 7 300,490
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 135,488
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: $ 175,526
a Applied to 2024, but not more than line 2a 135,488
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..... 40,038
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 .......... 		260,452
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).)
NA
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

PACIFICA CHRISTIAN

1730 WILSHIRE BLVD
NEWPORT BEACH,CA92663 		NONE   GENERAL OPERATING 100,000

MINNEHAHA ACADEMY

3100 W RIVER PKWY
MINNEAPOLIS,MN554061843 		NONE   GENERAL OPERATING 35,000

LUTHERAN SOCIAL SERVICE OF MINNESOTA

2485 COMO AVE
SAINT PAUL,MN551081445 		NONE   GENERAL OPERATING 15,000

EVERY MEAL

2723 PATTON RD
ROSEVILLE,MN551131139 		NONE   GENERAL OPERATING 15,000

STAR HOUSE

417 VIRGINIA ST
SAINT PAUL,MN551032350 		NONE   GENERAL OPERATING 5,000
Total ................................. 3a 170,000
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 ....     14 116,749  
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 ............ 		    18 278,277  
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) ..   395,026  
13Total. Add line 12, columns (b), (d), and (e)..................
13
395,026
(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:
786 FOUNDATION
EIN:
39-6515741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpBondsSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Name of Bond End of Year Book Value End of Year Fair Market Value
20030NBW0 COMCAST CORP 46,495 49,230
48305QAC7 KAISER FOUNDATION 50,081 49,591
855244AK5 STARBUCKS CORP 48,348 49,653
037833BY5 APPLE INC 25,007 24,975
3130A6C70 F H L B DEB    
3135G0Q22 F N M A 142,512 148,161
912810SH2 U S TREASURY BD 57,928 35,869
68389XBC8 ORACLE CORP    
9128286B1 U S TREASURY NT 74,484 72,926
3130AFFX0 F H L B DEB 53,428 49,713
912828YS3 U S TREASURY NT 35,261 32,685
0258M0EL9 AMERICAN EXPRESS MTN 50,097 49,716
89236TGU3 TOYOTA MOTOR MTN 42,849 46,377
009158BF2 AIR PRODUCTS AND 48,848 50,992
91282CLF6 U S TREASURY NT 50,718 49,231
91282CFM8 U S TREASURY NT 50,578 50,535
91282CHX2 U S TREASURY NT 51,205 51,057
91282CNA5 USA TREASURY NTS 4 % 49,104 50,324

TY 2025 InvestmentsCorpStockSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Name of Stock End of Year Book Value End of Year Fair Market Value
257651109 DONALDSON CO INC 50,682 84,404
20825C104 CONOCOPHILLIPS 39,318 70,208
603158106 MINERALS TECHNOLOGIE    
405024100 HAEMONETICS CORP MAS 6,715 9,297
149150104 CATHAY GENERAL BANCO 4,463 5,613
336901103 1ST SOURCE CORP 3,103 4,687
45778Q107 INSPERITY INC    
053332102 AUTOZONE INC COM W/R 11,201 50,873
221006109 CORVEL CORP 1,437 6,699
16359R103 CHEMED CORP 11,471 10,269
85254J102 STAG INDUSTRIAL INC 9,750 11,432
942749102 WATTS WATER TECHNOLO 5,043 14,905
00508Y102 ACUITY INC 2,758 7,921
379577208 GLOBUS MED INCA 8,127 12,485
453836108 INDEPENDENT BK CORP    
816300107 SELECTIVE INS GROUP 8,292 9,706
423452101 HELMERICH PAYNE INC    
G1151C101 ACCENTURE PLC IRELAN 9,325 72,441
056525108 BADGER METER INC 6,069 10,813
44930G107 ICU MEDICAL INC    
863667101 STRYKER CORP 7,098 61,507
88076W103 TERADATA CORP    
03820C105 APPLIED INDL TECHNOL 2,089 13,095
149568107 CAVCO INDS INC DEL 4,014 11,224
17275R102 CISCO SYSTEMS INC 50,488 100,524
548661107 LOWES CO INC 48,799 60,290
941848103 WATERS CORP    
778296103 ROSS STORES INC 8,350 63,950
911312106 UNITED PARCEL SERVIC 39,926 39,676
218352102 CORCEPT THERAPEUTICS 2,124 3,654
20030N101 COMCAST CORP CLASS A 41,297 42,444
443510607 HUBBELL INC COM 27,993 79,940
90337L108 U S PHYSICAL THERAPY 5,300 6,794
478160104 JOHNSON JOHNSON 48,195 100,371
81725T100 SENSIENT TECHNOLOGIE 4,795 6,858
743312100 PROGRESS SOFTWARE CO 8,928 9,365
594918104 MICROSOFT CORP COM 18,178 348,206
02079K305 ALPHABET INC CL A 125,005 356,820
92826C839 VISA INC COM CL A 25,637 124,151
45867G101 INTERDIGITAL INC 2,890 9,870
038222105 APPLIED MATERIALS IN 82,317 150,339
827048109 SILGAN HLDGS INC 6,848 8,276
58933Y105 MERCK CO INC 31,144 48,946
515098101 LANDSTAR SYS INC 5,215 8,766
169905106 CHOICE HOTELS INTL I 9,244 8,859
29977A105 EVERCORE INC    
902788108 UMB FINL CORP 1,752 5,752
74758T303 QUALYS INC 11,774 13,157
343498101 FLOWERS FOODS INC CO    
46625H100 JPMORGAN CHASE CO 37,665 177,221
713448108 PEPSICO INC 62,041 83,959
126349109 CSG SYS INTL INC 5,986 10,890
451107106 IDACORP INC 6,658 8,353
198516106 COLUMBIA SPORTSWEAR 7,375 5,234
513847103 MARZETTI COMPANY COM 7,795 8,714
009158106 AIR PRODS & CHEMS CO 48,602 49,404
303075105 FACTSET RESEARCH SYS 47,906 46,430
91324P102 UNITEDHEALTH GROUP I 20,344 54,468
913259107 UNITIL CORP 3,695 3,827
920253101 VALMONT INDS INC 4,328 10,058
739276103 POWER INTEGRATIONS I 3,830 4,798
053015103 AUTOMATIC DATA PROCE 15,095 61,735
075887109 BECTON DICKINSON AND    
244199105 DEERE CO 22,805 48,885
825690100 SHUTTERSTOCK INC    
037833100 APPLE INC COM 10,971 233,800
H1467J104 CHUBB LIMITED COM 55,944 110,803
19247A100 COHEN STEERS INC 5,466 7,910
00724F101 ADOBE SYS INC 39,843 33,249
353514102 FRANKLIN ELEC INC 5,982 9,840
907818108 UNION PACIFIC CORP C 13,694 39,324
68235P108 ONE GAS INC 6,879 9,347
571748102 MARSH MCLENNAN COS I 27,325 42,670
146229109 CARTERS INC    
302081104 EXLSERVICE HLDGS INC 3,694 12,095
032654105 ANALOG DEVICES INC    
038336103 APTAR GROUP INC 20,440 38,052
127203107 CACTUS INC A 7,985 11,511
12685J105 CABLE ONE INC    
553530106 MSC INDL DIRECT CO I 9,362 9,335
537008104 LITTELFUSE INC 13,109 13,911
00846U101 AGILENT TECHNOLOGIES 38,363 42,318
459044103 INTERNATIONAL BANCSH 8,056 10,032
09857L108 BOOKING HOLDINGS INC 40,967 74,975
200525103 COMMERCE BANCSHARES 10,446 11,101
21867A105 CORE LABORATORIES IN    
25787G100 DONNELLEY FINANCIAL 5,663 4,996
30040W108 EVERSOURCE ENERGY 32,494 29,289
410867105 HANOVER INS GROUP IN    
729132100 PLEXUS CORP 6,710 9,702
M5425M103 INMODE LTD    
03209R103 AMPHASTAR PHARMACEUT 9,495 5,677
047649108 ATKORE INC    
054540208 AXCELLS TECHNOLOGIES 7,839 6,588
09290D101 BLACKROCK INC COM 56,199 64,220
093671105 BLOCK H R INC 9,477 7,452
165303108 CHESAPEAKE UTILITIES 8,594 9,357
216648501 COOPER COS INC COM 42,847 43,029
229899109 CULLEN FROST BANKERS 11,914 13,676
23331A109 D R HORTON INC 38,471 31,687
25659T107 DOLBY LABORATORIES I 7,607 6,679
29670G102 ESSENTIAL UTILS INC 50,044 49,676
35086T109 FOUR CORNERS PROPERT 6,669 6,226
388689101 GRAPHIC PACKAGING HL 8,108 4,367
40637H109 HALOZYME THERAPEUTIC 8,178 10,701
427866108 HERSHEY CO THE    
45780R101 INSTALLED BUILDING P 10,037 14,266
482480100 KLA CORP COM NEW 62,696 109,357
550021109 LULULEMON ATHLETICA 38,212 30,132
67066G104 NVIDIA CORP COM 227,773 299,333
68389X105 ORACLE CORPORATION 63,138 69,193
74112D101 PRESTIGE BRANDS HLDG 11,044 9,130
747525103 QUALCOMM INC COM 56,109 49,605
82900L102 SIMPLY GOOD FOODS CO 15,647 9,478
871829107 SYSCO CORP 67,383 65,216
902673102 UFP TECHNOLOGIES INC 11,728 11,102
G87052109 TE CONNECTIVITY 40,661 67,115
002121101 A10 NETWORKS INC 9,028 8,509
025816109 AMERICAN EXPRESS CO 47,686 59,192
031162100 AMGEN INC 36,965 40,914
049560105 ATMOS ENERGY CORP 39,977 40,231
04956D107 ATMUS FILTRATION TEC 7,922 8,773
090572207 BIO RAD LABS INC CL 3,677 4,545
147448104 CASELLA WASTE SYS IN 5,892 6,072
204166102 COMMVAULT SYSTEMS IN 6,076 6,143
26875P101 E O G RES INC 55,237 44,629
34959E109 FORTINET INC 38,070 38,911
511656100 LAKELAND FINANCIAL C 4,696 4,108
617446448 MORGAN STANLEY 47,011 62,136
675232102 OCEANEERING INTERNAT 4,076 4,734
70438V106 PAYLOCITY HOLDING CO 4,773 4,880
741511109 PRICE SMART INC 6,341 6,379
742718109 PROCTER GAMBLE CO 63,232 53,741
85208M102 SPROUTS FARMERS MARK 6,044 5,975
88146M101 TERRENO REALTY CORP 5,096 5,225
883556102 THERMO FISHER SCIENT 38,015 46,356
891092108 TORO CO 5,946 6,298
G50871105 JAZZ PHARMACEUTICALS 4,624 7,140

TY 2025 InvestmentsOtherSchedule2
Name:
786 FOUNDATION
EIN:
39-6515741
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
101156867 BOSTON TRUST WALDEN AT COST 355,415 519,330
922031737 VANGUARD INFLATION P AT COST 79,712 75,040

TY 2025 OtherAssetsSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 1,107 772 772


TY 2025 OtherDecreasesSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Description Amount
CY PURCHASE OF ACCRUED INTEREST 97
PY RETURN OF CAPITAL ADJUSTMENT 44
ROC ON CY SALES 1


TY 2025 OtherExpensesSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 4 4   0


TY 2025 OtherIncreasesSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Description Amount
PY PURCHASE OF ACCRUED INTEREST 153
ROUNDING 9


TY 2025 OtherProfessionalFeesSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 28,075 25,267   2,807


TY 2025 TaxesSchedule
Name:
786 FOUNDATION
EIN:
39-6515741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,843 1,843   0
FEDERAL TAX PAYMENT - PRIOR YE 4,441 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,500 0   0