TY 2025 Form 990PF

- TIN:

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
DUGAN-SCALLON 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

86-6635517

B Telephone number (see instructions)

8882657962

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$18,463,359J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	346,240		342,371
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-64,971
b	Gross sales price for all assets on line 6a 2,282,472
7	Capital gain net income (from Part IV, line 2)...			0
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).......	List of Attached Documents: // Content	560	560
12	Total. Add lines 1 through 11........	281,829		342,931
13	Compensation of officers, directors, trustees, etc.	215,441		185,897		29,544
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).......	List of Attached Documents: // Content	1,500	0	0	1,500
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,373	187		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).......	List of Attached Documents: // Content	138			138
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	226,452		186,084	0	31,182
25	Contributions, gifts, grants paid.......	847,176				847,176
26	Total expenses and disbursements. Add lines 24 and 25 ................	1,073,628		186,084	0	878,358
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-791,799
b	Net investment income (if negative, enter -0-)			156,847
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	451,243	254,305	254,305
	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).......	5,572,445	List of Attached Documents: // Content 5,420,040	7,537,407
	c	Investments—corporate bonds (attach schedule).......	3,244,457	List of Attached Documents: // Content 2,804,148	2,896,308
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,659,297	List of Attached Documents: // Content 5,659,297	7,773,923
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 2,329	List of Attached Documents: // Content 1,416	List of Attached Documents: // Content 1,416
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	14,929,771	14,139,206	18,463,359
	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
		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........	14,929,771	14,139,206
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	14,929,771	14,139,206
	30	Total liabilities and net assets/fund balances (see instructions).	14,929,771	14,139,206

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

14,929,771

Enter amount from Part I, line 27a .....................

-791,799

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

1,234

Add lines 1, 2, and 3 ..........................

14,139,206

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

14,139,206

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	220. ALBEMARLE CORP	2024-10-18	2025-01-22
b	276. ALBEMARLE CORP	2021-08-13	2025-01-22
c	124. AMAZON.COM INC	2021-08-13	2025-01-22
d	412. CENTENE CORP COM	2024-10-18	2025-01-22
e	557. CENTENE CORP COM	2021-08-13	2025-01-22
	221. EDWARDS LIFESCIENCES CORP COM	2024-10-18	2025-01-22
	292. EDWARDS LIFESCIENCES CORP COM	2022-06-14	2025-01-22
	192. J P MORGAN CHASE & CO	2021-08-13	2025-01-22
	66. MICROSOFT CORP	2024-12-04	2025-01-22
	58. MICROSOFT CORP	2021-11-17	2025-01-22
	336. NEXTERA ENERGY INC	2024-10-18	2025-01-22
	87. SALESFORCE INC	2024-10-18	2025-01-22
	112. SALESFORCE INC	2021-08-13	2025-01-22
	225. VERTIV HOLDINGS CO	2024-10-18	2025-01-22
	552. WAL MART STORES INC	2021-08-13	2025-01-22
	150000. 3M COMPANY 2.000% 2/14/25	2022-06-15	2025-02-14
	2000. PFIZER INC	2020-11-29	2025-02-25
	50. SOLVENTUM CORP COM SHS	2020-11-29	2025-02-25
	534. BANK OF AMERICA CORP	2024-10-18	2025-03-05
	42. LULULEMON ATHLETICA INC	2024-06-14	2025-03-05
	63. LULULEMON ATHLETICA INC	2024-10-18	2025-03-05
	36. LULULEMON ATHLETICA INC	2022-08-10	2025-03-05
	479. SCHLUMBERGER LTD	2024-03-20	2025-03-05
	18. SCHLUMBERGER LTD	2024-10-18	2025-03-05
	20. TARGET CORP	2024-10-18	2025-03-05
	494. TARGET CORP	2021-08-13	2025-03-05
	644. UBER TECHNOLOGIES INC	2024-10-18	2025-03-05
	106. VEEVA SYSTEMS INC-CLASS A	2024-10-18	2025-03-05
	284. ZILLOW GROUP INC	2024-03-20	2025-03-05
	156. ZILLOW GROUP INC	2024-10-18	2025-03-05
	959. EXACT SCIENCES CORPORATION	2025-01-22	2025-04-16
	259. PALO ALTO NETWORKS INC	2025-01-22	2025-04-16
	676. SCHLUMBERGER LTD	2024-10-18	2025-04-16
	118. MARATHON PETROLEUM CORP	2024-10-18	2025-06-25
	155. MARATHON PETROLEUM CORP	2024-06-14	2025-06-25
	145. SCHLUMBERGER LTD	2024-10-18	2025-06-25
	710. SCHLUMBERGER LTD	2023-10-27	2025-06-25
	182. SCHWAB CHARLES CORP	2024-10-18	2025-06-25
	381. SCHWAB CHARLES CORP	2023-03-15	2025-06-25
	54. SYNOPSYS INC	2025-01-22	2025-06-25
	95. VEEVA SYSTEMS INC-CLASS A	2024-05-15	2025-06-25
	19. VERTIV HOLDINGS CO	2024-10-18	2025-06-25
	287. VERTIV HOLDINGS CO	2024-06-14	2025-06-25
	150000. MORGAN STANLEY 4.000% 7/23/25	2022-06-10	2025-07-23
	3250. WALGREENS BOOTS ALLIANCE INC COM	2020-11-29	2025-08-28
	132. ADOBE SYS INC	2024-10-18	2025-08-29
	105. ADOBE SYS INC	2022-03-04	2025-08-29
	254. APPLE COMPUTER INC	2024-10-18	2025-08-29
	638. DRAFTKINGS INC NEW	2024-05-15	2025-08-29
	68. TALEN ENERGY CORP COM	2025-03-05	2025-08-29
	548. UBER TECHNOLOGIES INC	2022-08-10	2025-08-29
	247. ADVANCED MICRO DEVICES INC COM	2022-08-10	2025-10-10
	1060. DRAFTKINGS INC NEW	2024-10-18	2025-10-10
	695. DRAFTKINGS INC NEW	2024-06-14	2025-10-10
	302. MICRON TECHNOLOGY INC	2025-01-22	2025-10-10
	166. NVIDIA CORP COM	2024-05-15	2025-10-10
	977. BLOCK INC	2025-01-22	2025-10-10
	334. UBER TECHNOLOGIES INC	2022-08-10	2025-10-10
	206. VERTIV HOLDINGS CO	2024-08-15	2025-10-10
	150000. METLIFE INC 3.600% 11/13/25	2022-06-15	2025-11-13
	566. COPART INC COM	2025-08-29	2025-12-10
	1090. COPART INC COM	2022-06-14	2025-12-10
	334. TRADE DESK INC THE CLASS A	2025-03-05	2025-12-10
	383. TRADE DESK INC THE CLASS A	2025-06-25	2025-12-10
	690. TRADE DESK INC THE CLASS A	2024-01-10	2025-12-10

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	20,100	20,983	-883
b	25,217	65,390	-40,173
c	29,039	21,758	7,281
d	25,935	25,674	261
e	35,062	35,609	-547
	15,424	15,548	-124
	20,380	22,123	-1,743
	50,162	31,111	19,051
	29,116	28,937	179
	25,587	19,699	5,888
	23,056	28,279	-5,223
	28,672	25,573	3,099
	36,911	22,405	14,506
	33,714	25,462	8,252
	51,155	24,775	26,380
	150,000	150,000
	53,359	75,170	-21,811
	4,197	5,572	-1,375
	22,323	22,714	-391
	14,347	12,828	1,519
	21,520	18,222	3,298
	12,297	11,489	808
	18,366	25,973	-7,607
	690	761	-71
	2,310	3,115	-805
	57,058	81,743	-24,685
	48,360	50,930	-2,570
	22,875	23,659	-784
	20,905	13,417	7,488
	11,483	9,632	1,851
	41,589	51,930	-10,341
	44,762	48,579	-3,817
	23,233	28,591	-5,358
	19,613	18,690	923
	25,763	26,311	-548
	4,856	6,133	-1,277
	23,778	39,767	-15,989
	16,293	13,032	3,261
	34,108	20,507	13,601
	25,694	29,500	-3,806
	26,672	19,810	6,862
	2,328	2,150	178
	35,160	26,087	9,073
	150,000	149,969	31
	37,213	125,791	-88,578
	46,703	67,702	-20,999
	37,150	48,650	-11,500
	59,127	59,828	-701
	30,337	28,428	1,909
	25,434	12,996	12,438
	50,485	17,931	32,554
	54,790	28,602	26,188
	35,126	40,868	-5,742
	23,031	24,590	-1,559
	56,518	33,276	23,242
	31,930	19,000	12,930
	74,307	75,559	-1,252
	31,726	9,761	21,965
	36,462	16,999	19,463
	150,000	150,000
	21,823	27,632	-5,809
	42,027	52,362	-10,335
	13,012	21,882	-8,870
	14,921	26,877	-11,956
	26,881	59,102	-32,221

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			-883
b			-40,173
c			7,281
d			261
e			-547
			-124
			-1,743
			19,051
			179
			5,888
			-5,223
			3,099
			14,506
			8,252
			26,380

			-21,811
			-1,375
			-391
			1,519
			3,298
			808
			-7,607
			-71
			-805
			-24,685
			-2,570
			-784
			7,488
			1,851
			-10,341
			-3,817
			-5,358
			923
			-548
			-1,277
			-15,989
			3,261
			13,601
			-3,806
			6,862
			178
			9,073
			31
			-88,578
			-20,999
			-11,500
			-701
			1,909
			12,438
			32,554
			26,188
			-5,742
			-1,559
			23,242
			12,930
			-1,252
			21,965
			19,463

			-5,809
			-10,335
			-8,870
			-11,956
			-32,221

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-64,971
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,180
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,180
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,180
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	5,508
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	5,508
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	3,328
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax2,180	Refunded	11	1,148
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofUS BANK NA Telephone no. (888) 265-7962

Located at60 LIVINGSTON AVESAINT PAULMN ZIP+455107

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(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)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
ANDREW W MADAY	CO-TRUSTEE 1	20,000
1941 WATERFORD PLACE SW ROCHESTER,MN55902	CO-TRUSTEE 1	20,000
COLETTE M CHAFFEE	CO-TRUSTEE 1	20,000
311 - 5TH STREET SW AUSTIN,MN55912	CO-TRUSTEE 1	20,000
MARY R GORMAN	CO-TRUSTEE 1	20,000
604 - 11TH AVENUE NW AUSTIN,MN55912	CO-TRUSTEE 1	20,000
SARAH S GODFREY	CO-TRUSTEE 1	20,000
PO BOX 14729 MINNEAPOLIS,MN55414	CO-TRUSTEE 1	20,000
US BANK N A	TRUSTEE 1	135,441
PO BOX 64193 EAGAN,MN55164	TRUSTEE 1	135,441

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

17,409,963

Average of monthly cash balances.......................

562,523

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

17,972,486

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

17,972,486

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

269,587

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

17,702,899

Minimum investment return. Enter 5% (0.05) of line 5 ................

885,145

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.)

Minimum investment return from Part IX, line 6..................

885,145

Tax on investment income for 2025 from Part V, line 5 .......

2,180

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,180

Distributable amount before adjustments. Subtract line 2c from line 1............

882,965

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

882,965

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

882,965

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

878,358

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

878,358

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					882,965
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				305,336
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: $ 878,358
a Applied to 2024, but not more than line 2a				305,336
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.....					573,022
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 ..........					309,943
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST AUGUSTINE CHURCH 1371 HAMILTON ST LOUIS,MO63112	NONE		GENERAL OPERATING	100,000
CALVARY CEMETERY 1001 OAKLAND AVENUE E AUSTIN,MN55912	NONE		CEMETERY MAINT	27,000
HOLY ANGELS CATHOLIC CHURCH PO BOX 166 LA VALLE,WI53941	NONE		CEMETERY MAINT	2,000
SPECIAL OLYMPICS MN 900 2ND AVENUE S SUITE 300 MINNEAPOLIS,MN55402	NONE		SUPPORT ATHLETES MOWER CTY	25,000
AUSTIN PUBLIC SCHOOLS 401 3RD AVENUE NW AUSTIN,MN55912	NONE		SPEC EDU PROGRAM	10,000
THE SALVATION ARMY 615 SLATERS LN ALEXANDRIA,VA22314	NONE		GENERAL OPERATING	25,000
QUEEN OF ANGELS PARISH 605 CHURCH ST JESSUP,PA184341005	NONE		GENERAL OPERATING	100,000
AMERICAN RED CROSS ATTENTION TRUSTS ESTATES WASHINGTON DC,DC20006	NONE		GENERAL OPERATING	20,000
GILLETTE CHILDRENS HOSPITAL FOUNDATION 200 UNIVERSITY AVE E SAINT PAUL,MN551012507	NONE		ST PAUL SPEC CLINIC RENO	30,000
LAURA BAKER SCHOOL ASSOCIATION 211 OAK ST NORTHFIELD,MN550572300	NONE		GENERAL OPERATING	35,000
MOWER COUNTY HUMANE SOCIETY 101 22ND ST SE AUSTIN,MN559122284	NONE		BUILDING FOR CATS	12,000
AUSTIN SYMPHONY ORCHESTRA SOCIETY INC 2110 7TH AVE SW AUSTIN,MN559121529	NONE		GENERAL OPERATING	12,500
KSMQ PUBLIC SERVICE MEDIA 107 WEST OAKLAND AVE Austin,MN55912	NONE		GENERAL OPERATING	10,000
HORMEL HISTORIC HOME 208 - 4TH AVENUE NW Austin,MN55912	NONE		GENERAL OPERATING	26,176
PACELLI CATHOLIC SCHOOL 311 4TH STREET NW AUSTIN,MN55912	NONE		SCHOLARSHIPS AND TURF	362,500
ASSISTANCE LEAGUE OF SANTA ANA 1037 W 1ST ST SANTA ANA,CA927033925	NONE		SCHOLARSHIP	50,000
Total ................................. 3a				847,176

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	346,240
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	-64,971
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			1	560
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				281,829

13Total. Add line 12, columns (b), (d), and (e)..................

281,829

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

- TIN:

TY 2025 AccountingFeesSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,500			1,500

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Name of Bond	End of Year Book Value	End of Year Fair Market Value
023135BC9 AMAZON COM INC	143,256	148,781
084659AM3 BERKSHIRE HATHAWAY	94,091	98,565
6174468C6 MORGAN STANLEY
89236TJZ9 TOYOTA MOTOR MTN	141,434	148,704
369550AX6 GENERAL DYNAMICS	138,317	148,440
06051GGA1 BANK OF AMERICA MTN	140,252	148,605
20030NCA7 COMCAST CORP	140,118	147,611
91324PCV2 UNITEDHEALTH	145,160	149,756
532457BP2 LILLY ELI CO	143,405	148,709
459200KA8 IBM CORP	139,089	147,123
828807CY1 SIMON PROPERTY GROUP	141,720	149,141
88579YBH3 3M COMPANY
822582CB6 SHELL INTERNATIONAL	146,099	149,937
59156RBQ0 METLIFE INC
808513AZ8 SCHWAB CHARLES CORP	145,698	150,599
756109BF0 REALTY INCOME CORP	151,607	150,372
02665WER8 AMERICAN HONDA MTN	107,831	106,162
053332AZ5 AUTOZONE INC SR NT	142,223	148,328
110122EG9 BRISTOL MYERS	151,503	156,188
30303M8N5 META PLATFORMS INC	151,389	154,349
40434LAL9 HP INC	139,667	145,568
776696AJ5 ROPER TECHNOLOGIES	201,834	199,564
89115A2E1 TORONTO DOMINION	99,455	99,806

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Name of Stock	End of Year Book Value	End of Year Fair Market Value
22160K105 COSTCO WHSL CORP	136,201	200,925
02079K305 ALPHABET INC CL A	188,827	423,802
037833100 APPLE INC COM	312,087	551,876
28176E108 EDWARDS LIFESCIENCES
808513105 SCHWAB CHARLES CORP	59,820	87,122
15135B101 CENTENE CORP COM
79466L302 SALESFORCE COM INC
594918104 MICROSOFT CORP COM	379,012	571,639
461202103 INTUIT COM	91,894	98,701
893641100 TRANSDIGM GROUP INC	47,543	66,493
217204106 COPART INC COM
46625H100 JPMORGAN CHASE CO	138,632	277,109
03027X100 AMERICAN TOWER CORP	45,566	39,152
87612E106 TARGET CORP	44,773	24,438
67066G104 NVIDIA CORP COM	218,195	510,451
81762P102 SERVICENOW INC	127,433	127,148
023135106 AMAZON.COM INC	245,523	333,073
060505104 BANK OF AMERICA CORP	84,447	126,775
88339J105 TRADE DESK INC THE C
437076102 HOME DEPOT INC	215,195	227,450
931142103 WALMART INC COM	45,649	68,740
56585A102 MARATHON PETROLEUM C
30303M102 META PLATFORMS INC	164,698	252,814
012653101 ALBEMARLE CORP
57636Q104 MASTERCARD INC	56,996	69,647
91324P102 UNITEDHEALTH GROUP I	174,486	129,403
78409V104 S P GLOBAL INC COM	48,971	60,620
98954M101 ZILLOW GROUP INC
65339F101 NEXTERA ENERGY INC	60,473	69,924
90353T100 UBER TECHNOLOGIES IN	42,727	56,952
550021109 LULULEMON ATHLETICA
697435105 PALO ALTO NETWORKS I	78,002	93,021
235851102 DANAHER CORP	145,176	143,762
007903107 ADVANCED MICRO DEVIC	84,151	147,556
00724F101 ADOBE SYS INC
018802108 ALLIANT ENERGY CORP	52,805	65,010
02209S103 ALTRIA GROUP INC	18,043	25,947
084670702 BERKSHIRE HATHAWAY I	57,712	125,663
110122108 BRISTOL MYERS SQUIBB	31,480	26,970
149123101 CATERPILLAR INC	39,218	128,896
166764100 CHEVRON CORP COM	94,500	126,653
17275R102 CISCO SYSTEMS INC	32,078	57,773
20825C104 CONOCOPHILLIPS	31,480	70,208
26441C204 DUKE ENERGY CORP COM	18,822	23,442
291011104 EMERSON ELECTRIC CO	97,141	165,900
30231G102 EXXON MOBIL CORP	29,746	90,255
370334104 GENERAL MLS INC COM	30,080	23,250
440452100 HORMEL FOODS CORP CO	122,864	62,070
458140100 INTEL CORP	23,899	18,450
58933Y105 MERCK CO INC	28,681	39,578
717081103 PFIZER INC
718172109 PHILIP MORRIS INTL	11,409	24,060
718546104 PHILLIPS 66	19,167	38,712
806857108 SCHLUMBERGER LTD COM
88579Y101 3M CO	29,617	32,020
92343V104 VERIZON COMMUNICATIO	27,702	18,654
931427108 WALGREENS BOOTS ALLI
09290D101 BLACKROCK INC COM	62,368	81,346
127097103 COTERRA ENERGY INC	35,017	38,348
26142V105 DRAFTKINGS INC NEW
29444U700 EQUINIX INC	47,370	42,139
532457108 ELI LILLY CO	128,515	168,725
58733R102 MERCADOLIBRE INC	79,186	82,585
83444M101 SOLVENTUM CORP COM S
871607107 SYNOPSYS INC	89,236	84,550
922475108 VEEVA SYSTEMS INC-CL	29,800	31,475
92537N108 VERTIV HOLDINGS CO	60,196	102,066
G29183103 EATON CORP PLC SHS	73,976	76,442
05722G100 BAKER HUGHES COMPANY	52,028	62,526
14040H105 CAPITAL ONE FINL COR	85,983	99,852
16411R208 CHENIERE ENERGY INC	51,164	41,988
169656105 CHIPOTLE MEXICAN GRI	84,638	75,517
46120E602 INTUITIVE SURGICAL I	72,265	84,954
502431109 L3HARRIS TECHNOLOGIE	51,975	69,283
565394103 MAPLEBEAR INC COM	55,305	57,125
595112103 MICRON TECHNOLOGY IN	43,495	125,580
64110L106 NETFLIX.COM INC	73,738	64,694
679295105 OKTA INC	125,680	111,373
87422Q109 TALEN ENERGY CORP CO	33,063	64,847
G54950103 LINDE PLC	52,121	49,888

- TIN:

TY 2025 InvestmentsOtherSchedule2

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
464287499 ISHARES RUSSELL MID	AT COST	1,280,974	1,631,584
808524847 SCHWAB US REIT ETF	AT COST	563,600	541,740
464287200 ISHARES CORE S P 500	AT COST	2,499,377	4,104,845
464287655 ISHARES RUSSELL 2000	AT COST	353,317	390,164
78462F103 SPDR S P 500 ETF TRU	AT COST	109,042	205,258
46137V357 INVESCO S P 500 EQUA	AT COST	852,987	900,332

- TIN:

TY 2025 OtherAssetsSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY	2,329	1,416	1,416

- TIN:

TY 2025 OtherExpensesSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER MISC EXPENSES	113	0		113
STATE FILING FEE/TAX	25	0		25

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	560	560

- TIN:

TY 2025 OtherIncreasesSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Description	Amount
PY PURCHASE OF ACCRUED INTEREST	1,171
NUVEEN EARN-OUT PAYMENT	59
ROUNDING	4

- TIN:

TY 2025 TaxesSchedule

Name:

DUGAN-SCALLON FOUNDATION

EIN:

86-6635517

Category	Amount	Net Investment Income
FOREIGN TAXES	187	187
FEDERAL TAX PAYMENT - PRIOR YE	3,678	0
FEDERAL ESTIMATES - PRINCIPAL	5,508	0