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
FUCHSG & M FDN TAI
 
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

91-6022284
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)$35,745,449J 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... 1,072,424 1,058,041  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,117,965
b Gross sales price for all assets on line 6a 6,188,930
7 Capital gain net income (from Part IV, line 2)... 2,117,965
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)....... Click to see attachment
List of Attached Documents:
// Content
129 5  
12 Total. Add lines 1 through 11........ 3,190,518 3,176,011  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 243,999 219,599   24,400
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
800 0 0 800
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
51,056 16,682   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
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 295,880 236,281 0 25,225
25 Contributions, gifts, grants paid....... 1,558,200 1,558,200
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,854,080 236,281 0 1,583,425
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,336,438
b Net investment income (if negative, enter -0-) 2,939,730
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............. 2,757 834 834
2 Savings and temporary cash investments......... 964,772 947,606 947,606
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)....... 4,108,657 Click to see attachment
List of Attached Documents:
// Content
3,437,292 		11,593,424
c Investments—corporate bonds (attach schedule)....... 2,301,922 Click to see attachment
List of Attached Documents:
// Content
2,849,530 		2,945,609
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,628,167 Click to see attachment
List of Attached Documents:
// Content
18,107,457 		20,237,693
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
23,614 		Click to see attachment
List of Attached Documents:
// Content
20,283 		Click to see attachment
List of Attached Documents:
// Content
20,283
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,029,889 25,363,002 35,745,449
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........ 24,029,889 25,363,002
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)..... 24,029,889 25,363,002
30 Total liabilities and net assets/fund balances (see instructions). 24,029,889 25,363,002
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
24,029,889
2
Enter amount from Part I, line 27a .....................
2
1,336,438
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,445
4
Add lines 1, 2, and 3 ..........................
4
25,369,772
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
6,770
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
25,363,002
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 200000. TOYOTA MTR MTN 1.450% 1/13/25   2023-01-19 2025-01-13
b 1. ALLERGAN INC   1911-11-11 2025-03-24
c 1. SECURITY LITIGATION   1911-11-11 2025-03-31
d 20301.625 AQR STYLE PREMIA ALTERNATIVE R6   2016-02-02 2025-04-02
e 47631.915 BLACKROCK STRATEGIC INCOME   2016-10-20 2025-04-02
434.869 BLACKROCK STRATEGIC INCOME   2022-12-19 2025-04-02
2000. CITIGROUP INC   2013-01-18 2025-04-02
6718.483 DFA LARGE CAP INTL PORT.   2018-11-27 2025-04-02
1788.909 NOMURA SMALL CAP CORE FUND R6   2018-03-27 2025-04-02
300. DUKE ENERGY CORP COM   2020-07-01 2025-04-02
14651.474 LAZARD EMERGING MKTS PORT IN   2007-01-25 2025-04-02
500. NIKE INC   2024-04-25 2025-04-02
250. NIKE INC   2012-04-12 2025-04-02
617.076 NUVEEN REAL ESTATE SECUR R6   2024-10-10 2025-04-02
4601.45 NUVEEN REAL ESTATE SECUR R6   2020-01-13 2025-04-02
450. TARGET CORP   2024-04-25 2025-04-02
450. TARGET CORP   2002-02-22 2025-04-02
121.187 UNDISCOVERED MGRS BEHAVIORAL VALUE   2024-12-12 2025-04-02
495.564 UNDISCOVERED MGRS BEHAVIORAL VALUE   2016-06-07 2025-04-02
27565.581 VANGUARD HIGH YIELD CORPORATE ADM   2021-03-30 2025-04-02
200. WORKDAY INC   2020-07-31 2025-04-02
1050. APTIV PLC COM SHS   2018-02-08 2025-04-02
1. STERICYCLE INC COMMON STOCK   1911-11-11 2025-06-04
300. ALPHABET INC CL A   2018-02-08 2025-06-10
400. AMAZON.COM INC   2021-03-30 2025-06-10
1000. ANALOG DEVICES INC   2012-07-18 2025-06-10
800. APPLIED MATERIALS INC   2015-05-15 2025-06-10
100. BERKSHIRE HATHAWAY INC CL B   2018-12-14 2025-06-10
1200. COCA COLA COMPANY   2017-04-13 2025-06-10
35. COSTCO WHSL CORP NEW COMMON STOCK   2001-04-18 2025-06-10
6879.945 NOMURA SMALL CAP CORE FUND R6   2018-12-14 2025-06-10
250. ECOLAB INC   2014-02-04 2025-06-10
125. GOLDMAN SACHS GROUP INC   2019-06-25 2025-06-10
200. J P MORGAN CHASE & CO   2008-07-23 2025-06-10
75. LILLY ELI & CO   2017-05-12 2025-06-10
2112.825 MFS INTERNATIONAL GROWTH R6   2020-05-22 2025-06-10
100. MASTERCARD INC   2015-12-10 2025-06-10
150. MCDONALDS CORP COM   2009-10-19 2025-06-10
500. MICROSOFT CORP   2002-10-11 2025-06-10
1500. MONDELEZ INTL INC CL A   2014-02-04 2025-06-10
400. SALESFORCE INC   2024-04-25 2025-06-10
1200. UNITED PARCEL SERVICE INC CL B   2013-04-17 2025-06-10
200. VANGUARD SMALL CAP GROWTH INDEX ETF   2023-12-20 2025-06-10
1. PETROBAS FAIR FUND   1911-11-11 2025-07-08
1. SECURITY LITIGATION   1911-11-11 2025-07-18
1. ALLERGAN INC   1911-11-11 2025-10-22
200. ALPHABET INC CL A   2014-06-04 2025-11-12
600. APPLE COMPUTER INC   2008-12-30 2025-11-12
400. APPLIED MATERIALS INC   2015-06-12 2025-11-12
200. BERKSHIRE HATHAWAY INC CL B   2019-01-03 2025-11-12
2400. CISCO SYSTEMS INC   2015-06-12 2025-11-12
750. COCA COLA COMPANY   2010-12-08 2025-11-12
48701.299 CREDIT SUISSE FL RT HI IN I   2021-03-30 2025-11-12
5796.209 NOMURA SMALL CAP CORE FUND R6   2018-12-20 2025-11-12
300. E O G RES INC   2016-03-03 2025-11-12
100. ECOLAB INC   2014-02-04 2025-11-12
1500. FORTIVE CORP WI   2014-03-14 2025-11-12
200. J P MORGAN CHASE & CO   2008-07-23 2025-11-12
100. MASTERCARD INC   2015-03-19 2025-11-12
1000. MERCK CO INC   2016-11-18 2025-11-12
300. MICROSOFT CORP   2002-10-11 2025-11-12
400. NEXTERA ENERGY INC   2024-04-25 2025-11-12
750. O REILLY AUTOMOTIVE INC   2019-02-27 2025-11-12
500. RALLIANT CORPCOM   2014-03-14 2025-11-12
1200. SCHLUMBERGER LTD   2024-11-12 2025-11-12
225. SOLSTICE ADV MATL COM   2017-08-21 2025-11-12
14000. VANGUARD CORE BOND FUND ADMIRAL   2021-11-17 2025-11-12
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 200,000   200,000  
b 198     198
c 47     47
d 175,609   211,270 -35,661
e 454,408   473,249 -18,841
4,149   4,027 122
141,186   87,837 53,349
193,425   142,163 51,262
51,002   40,664 10,338
36,064   24,633 11,431
280,869   285,202 -4,333
32,247   46,808 -14,561
16,124   6,785 9,339
9,515   9,853 -338
70,954   92,979 -22,025
47,172   74,000 -26,828
47,172   20,007 27,165
9,941   10,895 -954
40,651   39,114 1,537
149,681   162,637 -12,956
46,492   35,914 10,578
62,262   93,025 -30,763
207     207
53,666   15,419 38,247
85,766   61,401 24,365
231,511   37,850 193,661
137,477   16,169 121,308
49,250   19,974 29,276
86,624   51,505 35,119
34,966   1,349 33,617
201,789   151,438 50,351
67,011   24,734 42,277
76,356   24,838 51,518
53,525   8,322 45,203
59,553   6,027 53,526
100,613   70,830 29,783
58,561   9,825 48,736
45,241   8,915 36,326
233,813   12,105 221,708
100,763   56,599 44,164
108,678   108,394 284
122,997   103,092 19,905
54,517   48,521 5,996
3     3
4     4
21     21
57,362   5,574 51,788
163,206   1,847 161,359
91,697   7,886 83,811
99,977   37,915 62,062
172,279   71,026 101,253
53,788   24,120 29,668
300,000   321,481 -21,481
180,494   113,211 67,283
32,615   20,519 12,096
26,214   9,894 16,320
78,489   54,155 24,334
64,180   8,322 55,858
56,430   8,925 47,505
92,693   59,426 33,267
152,097   7,263 144,834
34,446   26,473 7,973
73,709   18,437 55,272
23,618   17,660 5,958
44,365   53,753 -9,388
10,440   7,349 3,091
256,200   297,360 -41,160
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
      92,551
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        
b       198
c       47
d       -35,661
e       -18,841
      122
      53,349
      51,262
      10,338
      11,431
      -4,333
      -14,561
      9,339
      -338
      -22,025
      -26,828
      27,165
      -954
      1,537
      -12,956
      10,578
      -30,763
      207
      38,247
      24,365
      193,661
      121,308
      29,276
      35,119
      33,617
      50,351
      42,277
      51,518
      45,203
      53,526
      29,783
      48,736
      36,326
      221,708
      44,164
      284
      19,905
      5,996
      3
      4
      21
      51,788
      161,359
      83,811
      62,062
      101,253
      29,668
      -21,481
      67,283
      12,096
      16,320
      24,334
      55,858
      47,505
      33,267
      144,834
      7,973
      55,272
      5,958
      -9,388
      3,091
      -41,160
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,117,965
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 40,862
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 40,862
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 40,862
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 30,564
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 30,564
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 10,298
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
WA
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 addressNONE
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
US BANK N A TRUSTEE
1 		243,999    
PO BOX 64193
EAGAN,MN55164
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 NONE  
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
33,228,658
b
Average of monthly cash balances.......................
1b
953,328
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
34,181,986
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
34,181,986
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
512,730
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,669,256
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,683,463
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
1,683,463
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
40,862
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,862
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,642,601
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,642,601
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
1,642,601
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
1,583,425
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
1,583,425
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 1,642,601
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,558,004
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: $ 1,583,425
a Applied to 2024, but not more than line 2a 1,558,004
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..... 25,421
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 .......... 		1,617,180
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ALISON YEAGER
1501 COMMERCE STREET
TACOMA,WA98402
(206) 591-2071
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED USING OUR APPLICATION FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
YES, SEE OUR APPLICATION FORM
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

JAMES MATTHEW COMMISSION

1104 LAFAYETTE ST S
SEATTLE,WA98444 		NONE   GENERAL OPERATING 1,000

THE MUSTARD SEED PROJECT OF KEY PENINSUL

9016 154TH AVE COURT NW
KEY CENTER,WA98349 		NONE   GENERAL OPERATING 20,000

GIRLS HEARTS ON FIRE

901 S 11TH ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 1,000

HEARING SPEECH DEAF CENTER

1625 19TH AVE
SEATTLE,WA98122 		NONE   GENERAL OPERATING 2,000

ASSOCIATED MINISTRIES OF TACOMA

901 S 13TH ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 35,000

NETWORK TACOMA

5435 SOUTH M ST
TACOMA,WA98408 		NONE   GENERAL OPERATING 5,000

BRYANT NEIGHBORHOOD CENTER

1615 6TH AVE
TACOMA,WA98405 		NONE   GENERAL OPERATING 5,000

AFFORDABLE HOUSING CONSORTIUM TACOMA
PIERCE COUNTY
621 TACOMA AVE STE 313
TACOMA,WA98402 		NONE   GENERAL OPERATING 5,000

TACOMA AREA COALITION OF INDIVIUALS
WITH DISABILITIES
6315 S 19TH ST
TACOMA,WA98466 		NONE   GENERAL OPERATING 20,000

SUPPORT THE ENLISTED PROJECT INC(STEP)

4001 S PINE ST 112243
TACOMA,WA98411 		NONE   GENERAL OPERATING 5,000

TEAMCHILD

1225 S WELLER ST UNIT 420
SEATTLE,WA98144 		NONE   GENERAL OPERATING 5,000

PACIFIC SCIENCE CENTER

200 SUE BIRD CT N
SEATTLE,WA98109 		NONE   GENERAL OPERATING 1,000

PACIFIC LUTHERAN UNIVERSITY

12180 PARK AVE S
TACOMA,WA98447 		NONE   GENERAL OPERATING 48,000

WRITE253

4839 N 8TH ST
TACOMA,WA98406 		NONE   GENERAL OPERATING 5,000

CAMP KOREY

24480 BROTHERHOOD RD
MOUNT VERNON,WA982740000 		NONE   GENERAL OPERATING 1,000

HARBOR WILDWATCH

3207 HARBORVIEW DR
GIG HARBOR,WA983352125 		NONE   GENERAL OPERATING 1,000

TED BROWN MUSIC OUTREACH

6228 TACOMA MALL BLVD
TACOMA,WA98409 		NONE   GENERAL OPERATING 5,000

CATHOLIC COMMUNITY SERVICES

590 N 7TH ST
NEWARK,NJ071074553 		NONE   GENERAL OPERATING 139,200

NW FURNITURE BANK

117 PUYALLUP AVE
TACOMA,WA984211111 		NONE   GENERAL OPERATING 5,000

TACOMA YOUTH SYMPHONY ASSOCIATION

901 BROADWAY STE 500
TACOMA,WA98402 		NONE   GENERAL OPERATING 10,000

TRUST FOR PUBLIC LAND

23 GEARY ST 1000
SAN FRANCISCO,CA941085750 		NONE   GENERAL OPERATING 1,000

SOUTH SOUND CARE FOUNDATION

PO BOX 1314
TACOMA,WA98401 		NONE   GENERAL OPERATING 5,000

GOODROOTS NORTHWEST

24015 SR 410E
BUCKLEY,WA98321 		NONE   GENERAL OPERATING 1,000

PIERCE COUNTY PROJECT ACCESS

950 PACIFIC AVE STE 1025
TACOMA,WA984024469 		NONE   GENERAL OPERATING 1,000

THE MOUNTAINEERS

7700 SAND POINT WAY NE
SEATTLE,WA981153996 		NONE   GENERAL OPERATING 1,000

FOUNDATION FOR TACOMA STUDENTS

919 S 9TH ST
TACOMA,WA984054520 		NONE   GENERAL OPERATING 15,000

UNITED THROUGH READING

1455 FRAZEE RD STE 500
SAN DIEGO,CA921084350 		NONE   GENERAL OPERATING 3,000

CONVENE FOUNDATION

8909 218TH STREET CT E
GRAHAM,WA983388070 		NONE   GENERAL OPERATING 1,000

MULTICULTURAL CHILD AND FAMILY HOPE CENT

2021 SOUTH 19TH ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 5,000

START EARLY WA

309 LENORA STREET 670
SEATTLE,WA98403 		NONE   GENERAL OPERATING 1,000

TREEHOUSE

5666 LINCOLN DRIVE
MINNEAPOLIS,MN55346 		NONE   GENERAL OPERATING 15,000

FRIENDS OF THE CHILDREN

PO BOX 775
DELAVAN,WI53115 		NONE   GENERAL OPERATING 15,000

BYTM BUILDING YOUTH THROUGH MUSIC

PO BOX 1722
TACOMA,WA984011722 		NONE   GENERAL OPERATING 1,000

OPERATION WARM

PO BOX 822431
PHILADELPHIA,PA19182 		NONE   GENERAL OPERATING 3,000

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA984011573 		NONE   GENERAL OPERATING 10,000

SCHOOLS OUT WASHINGTON

625 ANDOVER PARK W STE 101
TUKWILA,WA981883332 		NONE   GENERAL OPERATING 1,000

TACOMA COMMUNITY BOAT BUILDERS

1120 EAST D ST
TACOMA,WA98421 		NONE   GENERAL OPERATING 3,000

KID CONNECT

5501 6TH AVE
TACOMA,WA984062603 		NONE   GENERAL OPERATING 2,000

COMMUNITY CONNECTION PLACE

PO BOX 65288
UNIVERSITY PLACE,WA98464 		NONE   GENERAL OPERATING 1,000

PIERCE COUNTY LIBRARY FOUNDATION

3005 112TH ST E
TACOMA,WA984462215 		NONE   GENERAL OPERATING 10,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		NONE   GENERAL OPERATING 10,000

MAKING A DIFFERENCE FOUNDATION

PO BOX 94545
SEATTLE,WA98124 		NONE   GENERAL OPERATING 1,000

KBTC ASSOCIATION

2320 S 19TH ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 1,000

FOREVERGREEN TRAILS

505 BROADWAY UNIT 409
TACOMA,WA98402 		NONE   GENERAL OPERATING 1,000

PACIFIC EDUCATION INSTITUTE

724 COLUMBIA ST NW STE 255
OLYMPIA,WA985011201 		NONE   GENERAL OPERATING 5,000

EMERGENCY FOOD NETWORK

PO BOX 4373
CHARLOTTESVILLE,VA22905 		NONE   GENERAL OPERATING 100,000

TACOMA HOUSING DEVELOPMENT GROUP

902 SOUTH L ST STE 2A
TACOMA,WA984054037 		NONE   GENERAL OPERATING 1,000

TACOMA MUSIC COLLABORATIVE

2522 NORTH PROCTOR ST 302
TACOMA,WA984065338 		NONE   GENERAL OPERATING 1,000

PIERCE CENTER FOR ARTS & TECHNOLOGY

PO BOX 44046
TACOMA,WA98448 		NONE   GENERAL OPERATING 1,000

PUSH FOR DREAMS

PO BOX 1663
TACOMA,WA984011663 		NONE   GENERAL OPERATING 5,000

TACOMA REFUGEE CHOIR

1753 S 41ST ST
TACOMA,WA98418 		NONE   GENERAL OPERATING 5,000

YOUR MONEY MATTERS

420 E MAIN ST
AUBURN,WA980025503 		NONE   GENERAL OPERATING 4,000

VALEO VOCATION

PO BOX 5907
TACOMA,WA984150907 		NONE   GENERAL OPERATING 1,000

PUGET SOUND FOURSQUARE CHURCH

4020 SOUTH 56TH 210
TACOMA,WA98409 		NONE   GENERAL OPERATING 1,000

NEXT CHAPTER FOUNDATION

PO BOX 8395
TACOMA,WA98419 		NONE   GENERAL OPERATING 2,000

YOUNG LIFE

PO BOX 520
COLORADO SPGS,CO809010520 		NONE   GENERAL OPERATING 1,000

VETERAN RITES INC

2602 SOUTH 38TH ST A134
TACOMA,WA984097303 		NONE   GENERAL OPERATING 10,000

GIG HARBOR NOW

PO BOX 546
GIG HARBOR,WA983350546 		NONE   GENERAL OPERATING 1,000

SIBLING STRONG

PO BOX 1002
PORT ORCHARD,WA98366 		NONE   GENERAL OPERATING 2,000

GRIDIRON FOUNDATION

3602 S CEDAR ST
TACOMA,WA984095714 		NONE   GENERAL OPERATING 1,000

THRIVE INTERNATIONAL

110 E 4TH AVE
SPOKANE,WA992021307 		NONE   GENERAL OPERATING 1,000

INNOVATIVE CHANGE MAKERS

3202 S TYLER ST APT D1
TACOMA,WA984092393 		NONE   GENERAL OPERATING 4,000

TACOMA LITTLE THEATRE AND DRAMA

210 NORTH I ST
TACOMA,WA98403 		NONE   GENERAL OPERATING 15,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST STOP 1075
TACOMA,WA984161075 		NONE   GENERAL OPERATING 50,000

THE RESCUE MISSION

PO BOX 1912
TACOMA,WA98402 		NONE   GENERAL OPERATING 60,000

YWCA PIERCE COUNTY

405 BROADWAY
TACOMA,WA984023904 		NONE   GENERAL OPERATING 20,000

WELLSPRING FAMILY SERVICES

1900 RAINIER AVE S
SEATTLE,WA981444606 		NONE   GENERAL OPERATING 10,000

GOODWILL OF THE OLYMPICS
& RAINER REGION
714 S 27TH ST
TACOMA,WA98409 		NONE   GENERAL OPERATING 5,000

CAMP FIRE CENTRAL PUGET SOUND

2414 SW ANDOVER ST
SEATTLE,WA98106 		NONE   GENERAL OPERATING 6,000

HUMANE SOCIETY FOR TACOMA PIERCE COUNTY

2608 CENTER ST
TACOMA,WA98409 		NONE   GENERAL OPERATING 10,000

AMARA

5907 MARTIN LUTHER KING JR WAY S
SEATTLE,WA98188 		NONE   GENERAL OPERATING 10,000

TACOMA YOUTH FOR CHRIST

1216 SOUTH CENTER ST
TACOMA,WA98401 		NONE   GENERAL OPERATING 10,000

HOPESPARKS

6424 N 9TH ST
TACOMA,WA98409 		NONE   GENERAL OPERATING 15,000

LINDQUIST DENTAL CLINIC FOR CHILDREN

130 131ST ST S
TACOMA,WA98444 		NONE   GENERAL OPERATING 12,000

ST LEO FOOD CONNECTION

1323 S YAKIMA AVE
TACOMA,WA98405 		NONE   GENERAL OPERATING 40,000

UNITED WAY OF PIERCE COUNTY

1501 PACIFIC AVE STE 400
TACOMA,WA98402 		NONE   GENERAL OPERATING 12,000

TACOMA ART MUSEUM

1701 PACIFIC AVE
TACOMA,WA98402 		NONE   GENERAL OPERATING 20,000

MORNINGSIDE

PO BOX 7936
OLYMPIA,WA98507 		NONE   GENERAL OPERATING 1,000

REBUILDING HOPE SEXUAL ASSAULT CENTER

101 E 26TH ST
TACOMA,WA984211105 		NONE   GENERAL OPERATING 10,000

SPECIAL OLYMPICS WASHINGTON

2815 2ND AVE STE 370
SEATTLE,WA981212191 		NONE   GENERAL OPERATING 15,000

SECOND CITY CHAMBER SERIES

PO BOX 7879
TACOMA,WA984170879 		NONE   GENERAL OPERATING 5,000

PIERCE COLLEGE FOUNDATION

1601 39TH AVE SE
PUYALLUP,WA983742210 		NONE   GENERAL OPERATING 60,000

EATONVILLE FAMILY AGENCY

305 CENTER ST W
EATONVILLE,WA98328 		NONE   GENERAL OPERATING 1,000

FEMINIST WOMEN'S HEALTH CENTER

106 EAST E ST
YAKIMA,WA98901 		NONE   GENERAL OPERATING 1,000

TACOMA ARTS LIVE

1001 YAKIMA AVE STE 1
TACOMA,WA984054869 		NONE   GENERAL OPERATING 15,000

NOURISH PIERCE COUNTY

1702 S 72ND ST
TACOMA,WA984081238 		NONE   GENERAL OPERATING 50,000

HARVEST AGAINST HUNGER

1201 FIRST AVE S 304
SEATTLE,WA98134 		NONE   GENERAL OPERATING 10,000

TACOMA OPERA ASSOCIATION

2661 N PEARL ST STE 416
TACOMA,WA984072424 		NONE   GENERAL OPERATING 15,000

HELPING HAND HOUSE

4321 2ND ST SW
PUYALLUP,WA983733725 		NONE   GENERAL OPERATING 10,000

WASHINGTON DECA

15215 52ND AVE S
TUKWILA,WA98188 		NONE   GENERAL OPERATING 3,000

COMMUNITY HEALTH CARE

101 E 26TH ST 100
TACOMA,WA984211108 		NONE   GENERAL OPERATING 1,000

ARTIST TRUST

1835 12TH AVE
SEATTLE,WA98122 		NONE   GENERAL OPERATING 1,000

AMERICAN LEADERSHIP FORUM OF TACOMA

919 S 9TH ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 10,000

GREATER METRO PARKS FOUNDATION

4702 SOUTH 19TH ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 8,000

CENTER FOR DIALOG RESOLUTION

717 TACOMA AVENUE S
TACOMA,WA984022201 		NONE   GENERAL OPERATING 15,000

TACOMA YOUTH CHORUS

4009 BRIDGEPORT WAY W STE F
UNIVERSITY PLACE,WA98466 		NONE   GENERAL OPERATING 1,000

COMMUNITIES FOR A HEALTHY BAY

535 DOCK ST STE 213
TACOMA,WA984024630 		NONE   GENERAL OPERATING 1,000

WASHINGTON WOMEN IN NEED

17404 MERIDIAN E STE F PMB 193
PUYALLUP,WA983756234 		NONE   GENERAL OPERATING 1,000

SISTER CITIES COUNCIL OF TACOMA

1118 E D ST
TACOMA,WA98421 		NONE   GENERAL OPERATING 2,000

PUGET SOUND REVELS

917 PACIFIC AVE STE 914
TACOMA,WA984024446 		NONE   GENERAL OPERATING 5,000

NORTHWEST SINFONIETTA

917 PACIFIC AVENUE STE 304
TACOMA,WA98402 		NONE   GENERAL OPERATING 11,000

PAGE AHEAD CHILDRENS LITERACY
PROGRAM
1130 NW 85TH ST
SEATTLE,WA98117 		NONE   GENERAL OPERATING 5,000

PUYALLUP VALLEY ST FRANCIS HOUSE

PO BOX 156
PUYALLUP,WA983710016 		NONE   GENERAL OPERATING 15,000

REACH MINISTRIES

309 SOUTH G ST STE 3
TACOMA,WA98405 		NONE   GENERAL OPERATING 10,000

CHINESE RECONCILIATION PROJECT FOUNDATIO

PO BOX 7024
TACOMA,WA984170024 		NONE   GENERAL OPERATING 7,500

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		NONE   GENERAL OPERATING 13,000

ARK INSTITUTE OF LEARNING

1916 S WASHINGTON ST
TACOMA,WA984051025 		NONE   GENERAL OPERATING 12,000

COMMUNITIES IN SCHOOLS OF LAKEWOOD

10828 GRAVELLY LAKE DR SW
LAKEWOOD,WA98499 		NONE   GENERAL OPERATING 11,500

SOUTH SOUND OUTREACH SERVICES

1106 MARTIN LUTHER KING JR WAY
TACOMA,WA984054152 		NONE   GENERAL OPERATING 20,000

FOSS WATERWAY SEAPORT

705 DOCK ST
TACOMA,WA984024625 		NONE   GENERAL OPERATING 3,000

PALMER SCHOLARS

2141 J ST
TACOMA,WA98405 		NONE   GENERAL OPERATING 36,000

GRAND TACOMA CINE CLUB

606 FAWCETT AVE
TACOMA,WA911774658 		NONE   GENERAL OPERATING 1,000

RAINBOW CENTER

2215 PACIFIC AVE
TACOMA,WA984023005 		NONE   GENERAL OPERATING 1,000

STEP BY STEP FAMILY SUPPORT CENTER

PO BOX 488
MILTON,WA98354 		NONE   GENERAL OPERATING 5,000

PEARL FOUNDATION OF PUGET SOUND

1420 MARVIN RD NE
LACEY,WA98516 		NONE   GENERAL OPERATING 2,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE   GENERAL OPERATING 20,000

COLLEGE SUCCESS FOUNDATION

1605 NW SAMMAMISH RD STE 200
ISSAQUAH,WA98027 		NONE   GENERAL OPERATING 1,000

MOCKINGBIRD SOCIETY

2100 24TH AVE S STE 240
SEATTLE,WA98144 		NONE   GENERAL OPERATING 8,000

JOB CARR CABIN MUSEUM

PO BOX 7609
TACOMA,WA98417 		NONE   GENERAL OPERATING 4,000

A STEP AHEAD IN PIERCE COUNTY

10324 CANYON RD E STE 203
PUYALLUP,WA98349 		NONE   GENERAL OPERATING 5,000

REBUILDING TOGETHER SOUTH SOUND

3827 100TH ST SW STE B
LAKEWOOD,WA984994420 		NONE   GENERAL OPERATING 10,000

NORTHWEST REPERTORY SINGERS

2522 N PROCTOR ST PMB 382
TACOMA,WA984065338 		NONE   GENERAL OPERATING 1,000

SYMPHONY TACOMA

901 BROADWAY STE 600
TACOMA,WA98402 		NONE   GENERAL OPERATING 15,000

GIRL SCOUTS OF WESTERN WASHINGTON

5601 6TH S AVE STE 150
SEATTLE,WA981080000 		NONE   GENERAL OPERATING 3,000

POINT DEFIANCE ZOOLOGICAL SOCIETY

5400 N PEARL ST
TACOMA,WA984073224 		NONE   GENERAL OPERATING 5,000

TACOMA COMMUNITY COLLEGE FOUNDATION

6501 S 19TH ST
TACOMA,WA984666100 		NONE   GENERAL OPERATING 60,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON CT
TIGARD,OR972248024 		NONE   GENERAL OPERATING 10,000

THE SALVATION ARMY - NW DIVISION

111 QUEEN ANNE AVE STE 300
SEATTLE,WA98109 		NONE   GENERAL OPERATING 10,000

MARY BRIDGE CHILDRENS FOUNDATION

PO BOX 5296
TACOMA,WA984150296 		NONE   GENERAL OPERATING 10,000

GREENTRIKE

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		NONE   GENERAL OPERATING 10,000

FOOTHILLS RAILS-TO-TRAILS COALITION

PO BOX 192
PUYALLUP,WA98371 		NONE   GENERAL OPERATING 2,000

TACOMA CONCERT BAND

PO BOX 64922
TACOMA,WA984640922 		NONE   GENERAL OPERATING 6,000

UNIVERSITY OF WASHINGTON FOUNDATION

400 GERBERDING HALL
SEATTLE,WA981950001 		NONE   GENERAL OPERATING 50,000

ASHLEY HOUSE

33811 9TH AVE S
FEDERAL WAY,WA98003 		NONE   GENERAL OPERATING 15,000

SEABURY SCHOOL

1801 53RD ST NE
TACOMA,WA984221916 		NONE   GENERAL OPERATING 5,000

AHAT HOMECARE

301 N L ST
TACOMA,WA984031625 		NONE   GENERAL OPERATING 10,000

BOLD SOLUTIONS

8221 N 11TH ST
TACOMA,WA984061101 		NONE   GENERAL OPERATING 1,000

OLIVE CREST

2130 E 4TH ST STE 200
SANTA ANA,CA927053818 		NONE   GENERAL OPERATING 20,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 S 66TH ST 101
TACOMA,WA98409 		NONE   GENERAL OPERATING 15,000
Total ................................. 3a 1,558,200
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 1,072,424  
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 2,117,965  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 5  
bMISCELLANEOUS REFU     1 124  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,190,518  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,190,518
(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:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 800     800

TY 2025 InvestmentsCorpBondsSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Name of Bond End of Year Book Value End of Year Fair Market Value
02665WER8 AMERICAN HONDA MTN 209,586 212,324
06418GAD9 BANK NOVA SCOTIA 197,350 205,972
12189TAX2 BURLINGTON NORTH 121,311 111,741
22160KAP0 COSTCO WHSL CORP NEW 95,296 90,579
29364WAZ1 ENTERGY LOUISIANA 135,956 148,152
29736RAP5 ESTEE LAUDER CO INC 177,206 187,202
606822BH6 MITSUBISHI UFJ FIN 184,363 198,210
68389XBD6 ORACLE CORP 100,913 93,090
74460DAH2 PUBLIC STORAGE 123,929 142,050
828807CY1 SIMON PROPERTY GROUP 100,014 99,427
88579YAV3 3M COMPANY 93,472 98,759
89236TJT3 TOYOTA MTR MTN    
17252MAQ3 CINTAS CORP 182,224 195,694
45866FAW4 INTERCONTINENTAL 193,830 202,350
63743HFP2 NATIONAL RURAL MTN 194,116 206,548
49271VBB5 KEURIG DR PEPPER 244,645 250,488
501044DV0 KROGER CO SR 243,103 251,380
92343VDU5 VERIZON 252,216 251,643

TY 2025 InvestmentsCorpStockSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Name of Stock End of Year Book Value End of Year Fair Market Value
00724F101 ADOBE SYS INC 84,860 104,997
007903107 ADVANCED MICRO DEVIC 116,381 364,072
02079K305 ALPHABET INC CL A 104,971 1,189,400
023135106 AMAZON.COM INC 259,733 692,460
03027X100 AMERICAN TOWER CORP 31,043 87,785
031162100 AMGEN INC 118,937 163,655
032654105 ANALOG DEVICES INC    
036752103 ELEVANCE HEALTH INC 78,409 105,165
037833100 APPLE INC COM 12,315 1,087,440
038222105 APPLIED MATERIALS IN 11,829 154,194
084670702 BERKSHIRE HATHAWAY I 33,119 150,795
166764100 CHEVRON CORP COM 58,249 259,097
17275R102 CISCO SYSTEMS INC 55,203 154,060
172967424 CITIGROUP INC    
191216100 COCA COLA COMPANY 40,200 87,388
22160K105 COSTCO WHSL CORP 6,746 150,910
26441C204 DUKE ENERGY HOLDING    
26875P101 E O G RES INC 27,358 42,004
278865100 ECOLAB INC 14,840 39,378
30303M102 META PLATFORMS INC 59,130 462,063
34959J108 FORTIVE CORP WI    
38141G104 GOLDMAN SACHS GROUP 24,277 109,875
437076102 HOME DEPOT INC 124,889 309,690
438516106 HONEYWELL INTL INC 117,414 175,581
46625H100 JPMORGAN CHASE CO 45,095 483,330
532457108 ELI LILLY CO 39,395 537,340
57636Q104 MASTERCARD INC 35,698 228,352
580135101 MCDONALDS CORP COM 23,772 122,252
58933Y105 MERCK CO INC 54,184 105,260
594918104 MICROSOFT CORP COM 48,422 967,240
609207105 MONDELEZ INTL INC CL    
654106103 NIKE INC    
666807102 NORTHROP GRUMMAN COR 96,308 199,574
67066G104 NVIDIA CORP COM 386,195 1,119,000
67103H107 O REILLY AUTOMOTIVE    
697435105 PALO ALTO NETWORKS I 205,889 276,300
74340W103 PROLOGIS INC 26,629 31,915
808513105 SCHWAB CHARLES CORP 35,420 229,793
87612E106 TARGET CORP COM    
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I 95,304 99,033
98138H101 WORKDAY INC    
G29183103 EATON CORP PLC SHS 13,992 95,553
G54950103 LINDE PLC 32,691 85,278
G5960L103 MEDTRONIC PLC SHS 73,833 96,060
09290D101 BLACKROCK INC COM 21,679 133,793
65339F101 NEXTERA ENERGY INC 141,162 168,588
79466L302 SALESFORCE COM INC    
806857108 SCHLUMBERGER LTD COM 62,976 49,894
90353T100 UBER TECHNOLOGIES IN 145,619 163,420
931142103 WALMART INC COM 78,156 144,833
G3265R107 APTIV PLC COM SHS    
217204106 COPART INC COM 99,390 78,300
58733R102 MERCADOLIBRE INC 149,682 151,070
81762P102 SERVICENOW INC 60,739 57,446
893641100 TRANSDIGM GROUP INC 85,159 79,791

TY 2025 InvestmentsOtherSchedule2
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00191K849 AQR STYLE PREMIA ALT AT COST 173,852 184,854
09260B374 BLACKROCK STRATEGIC      
22540S836 CREDIT SUISSE FL RT AT COST 397,701 369,940
233203868 DFA LARGE CAP INTL P      
24610B826 DELAWARE SMALL CAP C      
256206103 DODGE COX INTERNATIO AT COST 521,267 946,777
258620301 DOUBLELINE CORE FIX AT COST 800,760 695,609
41665X859 HARTFORD SCHRODERS E AT COST 352,962 600,228
464287226 ISHARES CORE U.S. AG AT COST 1,761,006 1,797,840
464287432 ISHARES 20 YEAR TREA AT COST 148,264 130,740
464287499 ISHARES RUSSELL MID AT COST 1,212,843 1,487,372
464287564 ISHARES COHEN STEERS AT COST 14,193 47,736
52106N889 LAZARD EMERGING MKTS      
552746356 MFS INTERNATIONAL GR AT COST 166,618 242,135
670678119 NUVEEN REAL ESTATE S AT COST 128,176 106,272
693390841 P I M C O HIGH YIELD AT COST 176,511 197,534
72201F490 PIMCO INCOME FUND IN AT COST 679,473 626,629
74440B884 PGIM TOTAL RETURN BO AT COST 1,606,410 1,504,524
904504479 UNDISCOVERED MGRS BE AT COST 266,470 353,490
921909818 VANGUARD TOT INT ST AT COST 721,855 1,200,331
922020839 VANGUARD CORE BOND F AT COST 572,293 490,091
922031760 VANGUARD HIGH YIELD      
922042858 VANGUARD FTSE EMERGI AT COST 269,447 349,440
922908553 VANGUARD REAL ESTATE AT COST 135,335 132,735
922908595 VANGUARD SMALL CAP G AT COST 295,900 377,638
04314H568 ARTISAN HIGH INCOME AT COST 350,000 358,799
46137V357 INVESCO S P 500 EQUA AT COST 661,178 747,084
464287655 ISHARES RUSSELL 2000 AT COST 615,882 689,248
46432F842 ISHARES CORE MSCI EA AT COST 1,706,364 2,030,742
52471E258 CLEARBRIDGE INTERNAT AT COST 535,312 658,746
808524847 SCHWAB US REIT ETF AT COST 578,062 548,363
861728400 STONE RIDGE HY REINS AT COST 1,420,000 1,394,375
46434G103 ISHARES CORE MSCI EM AT COST 819,906 907,470
56064L298 NYLI CBRE GLOBAL INF AT COST 200,000 198,391
922042742 VANGUARD TOTAL WORLD AT COST 231,761 282,120
922908629 VANGUARD MID CAP ETF AT COST 587,656 580,440

TY 2025 OtherAssetsSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 23,614 20,283 20,283


TY 2025 OtherDecreasesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Amount
CY PURCHASE OF ACCRUED INTEREST 5,691
PROCEEDS FROM SECURITIES LIT ADJ 481
COST BASIS ADJ 598


TY 2025 OtherExpensesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE/TAX 25 0   25


TY 2025 OtherIncomeSchedule2
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 5 5  
MISCELLANEOUS REFUND 124 0  


TY 2025 OtherIncreasesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Amount
PY PURCHASE OF ACCRUED INTEREST 3,445


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 OtherNotesLoansRcvblLongSch
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
REAL ESTATE NOTE 1371   100,000   1995-08 2000-08   0 %        
REAL ESTATE NOTE 1374   80,600   1995-08 2000-08   0 %        

TY 2025 TaxesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,239 11,239   0
FEDERAL TAX PAYMENT - PRIOR YE 3,810 0   0
FEDERAL ESTIMATES - PRINCIPAL 30,564 0   0
FOREIGN TAXES ON NONQUALIFIED 5,443 5,443   0