TY 2025 Form 990PF

(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	MORGAN STANLEY ST COVERED 4816	P	2025-01-01	2025-12-31
b	MORGAN STANLEY LT COVERED 4816	P	2015-03-06	2025-12-31
c	CONTAINER STORE GROUP INC NEW	P	2022-09-20	2025-02-07
d
e

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	800,340	1,025,794	-225,454
b	2,568,835	1,136,048	1,432,787
c		650,741	-650,741
d
e

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	556,592
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

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	8,475
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
3	Add lines 1 and 2...........................	3	8,475
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	8,475
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	9,000
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	9,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8
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	525
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax525	Refunded	11
	For Refunded amount, also complete and attach Form 8050. 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
BRUCE WALDMAN	TRUSTEE 0.75	0	0	0
1646 COUNTRY ROAD 1646 COUNTRY ROAD BETHLEHEM,PA180155717
JESSICA WALDMAN	TRUSTEE 0.50	0	0	0
4495 APPLE WAY 4495 APPLE WAY BOULDER,CO80301
MARK WALDMAN	TRUSTEE 0.75	0	0	0
6415 MEETINGHOUSE ROAD 6415 MEETINGHOUSE ROAD NEW HOPE,PA18938

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
A WOMAN'S PLACE A WOMAN'S PLACE PO BOX 299 PO BOX 299 DOYLESTOWN,PA18901	NONE		TO PROVIDE SHELTER FOR VICTIMS OF DV	1,000
AFLFC CO CAROLE ROSENBERG AFLFC C/O CAROLE ROSENBERG 3 EAST 69TH ST 3 EAST 69TH ST NEW YORK,NY10021	NONE		ARTISTIC AND EDUCATIONAL EXCHANGE	14,500
ALLENTOWN ART MUSEUM ALLENTOWN ART MUSEUM 31 N FIFTH STREET 31 N FIFTH STREET ALLENTOWN,PA18101	NONE		TO PROVIDE EDUCATION OF ART	35,000
AMERICAN DIABETES SERVICE CENTER AMERICAN DIABETES SERVICE CENTER PO BOX 7023 PO BOX 7023 MERRIFIELD,VA221167023	NONE		FUNDING DIABETES RESEARCH	1,000
ANIMAL OUTLOOK ANIMAL OUTLOOK PO BOX 9773 PO BOX 9773 WASHINGTON,DC20016	NONE		ORGANIZATION TO END ANIMAL ABUSE	1,000
AQUATONG WATERSHED ASSOCIATION AQUATONG WATERSHED ASSOCIATION PO BOX 504 PO BOX 504 NEW HOPE,PA18938	NONE		PRESERVING THE NATURAL RESOURCES	500
AXYS AXYS PO BOX 253 PO BOX 253 CHURCHHILL,MD21623	NONE		SUPPORT AWARENESS FOR X&Y CHROMOSOME	3,000
BIXBY SCHOOL BIXBY SCHOOL 4760 TABLE MESA DRIVE 4760 TABLE MESA DRIVE BOULDER,CO80305	NONE		TO PROMOTE CRITICAL THINKING	2,000
BOULDER COMMUNITY HEALTH FOUNDATION BOULDER COMMUNITY HEALTH FOUNDATION PO BOX 19320 PO BOX 19320 BOULDER,CO80308	NONE		INDEPENDENT HEALTHCARE SYSTEM	1,000
BOULDER SHELTER FOR THE HOMELESS BOULDER SHELTER FOR THE HOMELESS 4869 BROADWAY STREET 4869 BROADWAY STREET BOULDER,CO80304	NONE		PROVIDE SHELTER FOR THE HOMELESS	1,000
BUCKINGHAM FRIENDS SCHOOL BUCKINGHAM FRIENDS SCHOOL PO BOX 159 PO BOX 159 LAHASKA,PA18931	NONE		PROVIDE SMALL SIZED EDUCATION CLASS	12,000
BUCKS COUNTY OPPORTUNITY COUNCIL BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET 100 DOYLE STREET DOYLESTOWN,PA18901	NONE		TO SUPPORT LOW INCOME FAMILIES	1,000
CAMELOT FOR CHILDREN CAMELOT FOR CHILDREN 2354 W EMMAUS AVE 2354 W EMMAUS AVE ALLENTOWN,PA18103	NONE		PROVIDE OPPORTUNITIES FOR CHILDREN	500
CARING HEARTS CARING HEARTS 2693 LEHIGH STREET 2693 LEHIGH STREET SLATINGTON,PA18080	NONE		TO PROVIDE HOUSING FOR HOMELESS	500
CENTER FOR CUBAN STUDIES CENTER FOR CUBAN STUDIES 20 JAY STREET SUITE 301 20 JAY STREET SUITE 301 BROOKLYN,NY11201	NONE		ART AND LITERACY SERVICES	2,500
CHABAD OF HUNTERDON COUNTY CHABAD OF HUNTERDON COUNTY 63 PAYNE ROAD 63 PAYNE ROAD LEBANON,NJ08833	NONE		TEEN GROUPS AND CAMPS	4,000
CHILDREN'S HOSPITAL CO FOUNDATION CHILDREN'S HOSPITAL COLORADO FOUNDATION PO BOX 5585 PO BOX 5585 DENVER,CO80217	NONE		TO PROVIDE PEDIATRIC CARE	2,000
CHILDREN'S HOSPITAL PA FOUNDATION CHILDREN'S HOSPITAL PHILADELPHIA FOUNDATION PO BOX 781352 PO BOX 781352 PHILADELPHIA,PA191781352	NONE		TO PROVIDE PATIENT CARE FOR CHILDREN	1,000
CHILDRENS HOME OF EASTON CHILDRENS HOME OF EASTON 2000 SOUTH 25TH STREET 2000 SOUTH 25TH STREET EASTON,PA18042	NONE		PROVIDE HOUSING AND CARE FOR YOUTH	1,500
CLEVELAND CLINIC CLEVELAND CLINIC 9500 EUCLID AVE DV3 9500 EUCLID AVE DV3 CLEVELAND,OH44195	NONE		PROVIDE CLINICAL AND HOSPITAL CARE	2,000
COLORADO THERAPEUTIC RIDING CENTER COLORADO THERAPEUTIC RIDING CENTER 11968 MINERAL ROAD 11968 MINERAL ROAD LONGMONT,CO80504	NONE		TO PROVIDE EQUINE ASSISTED THERAPY	5,000
COMMUNITY FOODBANK OF NEW JERSEY COMMUNITY FOODBANK OF NEW JERSEY PO BOX 1184 PO BOX 1184 PLEASANTVILLE,NJ08232	NONE		TO PROVIDE FOOD STATEWIDE	4,000
CONCORDIA CHAMBER PLAYERS CONCORDIA CHAMBER PLAYERS PO BOX 95 PO BOX 95 NEW HOPE,PA18938	NONE		TO COVER COSTS OF MUSICIANS IN AREA	4,000
COPPERBRIDGE FOUNDATION COPPERBRIDGE FOUNDATION 373 NE 125TH ST LEVEL ONE 373 NE 125TH ST LEVEL ONE NORTH MIAMI,FL33161	NONE		CULTURAL AND EDUCATIONAL EXCHANGE	2,000
COSTCO SCHOLARSHIP FUND COSTCO SCHOLARSHIP FUND 15500 SE 30TH PL STE 200 15500 SE 30TH PL STE 200 BELLEVUE,WA98007	NONE		TO PROVIDE SCHOLARSHIPS TO STUDENTS	1,000
CSSH CODE BLUE PROJECT CSSH CODE BLUE PROJECT 196 WEST ASHLAND STREET 196 WEST ASHLAND STREET DOYLESTOWN,PA18901	NONE		PROVIDE HOMELESS OVERNIGHT SHELTER	1,000
DOYLESTOWN COUNTY THEATRE DOYLESTOWN COUNTY THEATRE 106 E BUTLER AVE 106 E BUTLER AVE AMBLER,PA19002	NONE		PROVIDE UPKEEP FOR HISTORIC THEATRE	1,000
DOYLESTOWN HEALTH FOUNDATION DOYLESTOWN HEALTH FOUNDATION 595 WEST STATE STREET 595 WEST STATE STREET DOYLESTOWN,PA18901	NONE		IMPROVE PATIENT CARE WITH TECHNOLOGY	3,000
DRAMA CLUB DRAMA CLUB 31 W 34TH ST 8TH FLOOR 31 W 34TH ST 8TH FLOOR NEW YORK,NY100013030	NONE		PROVIDE THEATRE-BASED THERAPY YOUTH	500
EARTH SCHOOL EARTH SCHOOL PO BOX 31 PO BOX 31 POINT PLEASANT,PA18950	NONE		NATURE CAMP FOR KIDS	500
EASTON CEMETERY EASTON CEMETERY 401 N 7TH STREET 401 N 7TH STREET EASTON,PA18042	NONE		MAINTAIN HISTORIC CEMETERY & CHAPEL	2,500
FAMILY CONNECTION OF EASTON FAMILY CONNECTION OF EASTON 723 COAL STREET 723 COAL STREET EASTON,PA18042	NONE		PROVIDE FOOD AND RESOURCES TO NEEDY	500
FISHERMAN'S MARK FISHERMAN'S MARK 60 WILSON STREET 60 WILSON STREET LAMBERTVILLE,NJ08530	NONE		PROVIDE RESOURCES LAMBERTVILLE AREA	1,000
FRACTURED ATLAS FRACTURED ATLAS 756 WORTHINGTON MILL RD 756 WORTHINGTON MILL RD NEWTON,PA18940	NONE		ASSIST ARTISTS ORGANIZATIONS	1,000
HARVEST OF HOPE PANTRY HARVEST OF HOPE PANTRY 4830 PEARL STREET 4830 PEARL STREET BOULDER,CO80301	NONE		TO PROVIDE FOOD PANTRY TO BOULDER CO	3,000
HEALTHNETWORK FOUNDATION HEALTHNETWORK FOUNDATION 3550 LANDER RD SUITE 225 3550 LANDER RD SUITE 225 PEPPER PIKE,OH44124	NONE		TO PROVIDE FOR MEDICAL RESEARCH	1,000
HERITAGE CONSERVANCY HERITAGE CONSERVANCY 85 OLD DUBLIN PIKE 85 OLD DUBLIN PIKE DOYLESTOWN,PA18901	NONE		NATURAL RESOURCES PROTECTION	2,000
HILLSIDE SCHOOL HILLSIDE SCHOOL 2697 BROOKSIDE ROAD 2697 BROOKSIDE ROAD MACUNGIE,PA18062	NONE		PRIVATE SCHOOL STRUGGLING CHILDREN	1,000
HOSPITAL FOR SPECIAL SURGERY HOSPITAL FOR SPECIAL SURGERY PO BOX 21042 PO BOX 21042 NEW YORK,NY10087	NONE		SUPPORT RESEARCH, EXPANSION AND CARE	1,000
HUMANE FARMING HUMANE FARMING PO BOX 3577 PO BOX 3577 SAN RAFAEL,CA94912	NONE		PROVIDE REFUGE FOR ABUSED ANIMALS	1,000
INSTITUTE FOR BLADDER & PROSTATE INSTITUTE FOR BLADDER & PROSTATE RESEARCH 360 E 72ND STREET A1212 360 E 72ND STREET A1212 NEW YORK,NY10021	NONE		RESEARCH BLADDER & PROSTATE ISSUES	2,500
JAZZ FOUNDATION OF AMERICA JAZZ FOUNDATION OF AMERICA 247 W 37TH ST ROOM 201A 247 W 37TH ST ROOM 201A NEW YORK,NY10018	NONE		PROVIDE JAZZ MUSICIANS WITH HOUSING	5,000
JEWISH COMMUNITY CENTER OF BOULDER JEWISH COMMUNITY CENTER OF BOULDER 6007 OREG AVENUE 6007 OREG AVENUE BOULDER,CO80303	NONE		SUPPORTING A SUSTAINABLE FARM OF VEG	750
JEWISH FAMILY SERVICES JEWISH FAMILY SERVICES 3201 S TAMARAC DRIVE 3201 S TAMARAC DRIVE DENVER,CO80231	NONE		SUPPORT MENTAL HEALTH BOULDER AREA	2,000
LEHIGH VALLEY ECONOMIC DEVELOPMENT LEHIGH VALLEY ECONOMIC DEVELOPMENT 520 N NEW STREET 520 N NEW STREET BETHLEHEM,PA18018	NONE		RETENTION OF EMPLOYERS IN THE LV	5,000
LEHIGH VALLEY HOSPITAL LEHIGH VALLEY HOSPITAL PO BOX 1883 PO BOX 1883 ALLENTOWN,PA18105	NONE		PATIENT CARE, RESEARCH AND EDUCATION	10,000
LEHIGH VALLEY JUSTICE INSTITUTE LEHIGH VALLEY JUSTICE INSTITUTE 1110 AMERICAN PARKWAY 1110 AMERICAN PARKWAY ALLENTOWN,PA18109	NONE		TO PROMOTE A REIMAGED JUSTICE SYSTEM	1,000
LEHIGH VALLEY ZOO LEHIGH VALLEY ZOO 5150 GAME PRESERVE RD 5150 GAME PRESERVE RD SCHNECKSVILLE,PA18078	NONE		WILDLIFE CONSERVACTION FACILITY	500
MAI KALANI FOUNDATION MAI KALANI FOUNDATION PO BOX 978 PO BOX 978 SEDONA,AZ86339	NONE		TRAINING PROGRAMS FOR HEALTH & WELL	5,000
MAYO CLINIC JACKSONVILLE DEV OFFICE MAYO CLINIC JACKSONVILLE DEVELOPMENT OFFICE 4500 SAN PABLO ROAD 4500 SAN PABLO ROAD JACKSONVILLE,FL32224	NONE		RESEARCH LIFE CHANGING ADVANCEMENT	2,500
MEALS ON WHEELS MEALS ON WHEELS 1302 N SHERMAN STREET 1302 N SHERMAN STREET ALLENTOWN,PA18109	NONE		PROVIDE MEALS TO HOUSEBOUND PEOPLE	500
MEMORIAL SLOAN KETTERING MEMORIAL SLOAN KETTERING PO BOX 5028 PO BOX 5028 HAGERSTOWN,MD21741	NONE		CANCER RESEARCH	2,500
MORAVIAN ACADEMY MORAVIAN ACADEMY 4313 GREEN POND ROAD 4313 GREEN POND ROAD BETHLEHEM,PA18017	NONE		PRIVATE SCHOOL IN LEHIGH VALLEY AREA	1,000
NATURAL RESOURCE DEFENSE COUNCIL NATURAL RESOURCE DEFENSE COUNCIL 40 W 20TH STREET 40 W 20TH STREET NEW YORK,NY10011	NONE		TO HELP FIGHT FOR CLEAN AIR & WATER	3,000
NEW JERSEY SEEDS NEW JERSEY SEEDS 494 BROAD STREET STE 105 494 BROAD STREET STE 105 NEWARK,NJ07102	NONE		TEACHING PROGRAMS FOR LOW-INCOME	1,000
NORTHAMPTON COMM COLL FDN NORTHAMPTON COMMUNITY COLLEGE FOUNDATION 3835 GREEN POND ROAD 3835 GREEN POND ROAD BETHLEHEM,PA18020	NONE		PROVIDE SCHOLARSHIP AND GENERAL FUND	35,000
NORTHAMPTON COUNTY HISTORICAL NORTHAMPTON COUNTY HISTORICAL AND GENEALOGICAL SOC 342 NORTHAMPTON STREET 342 NORTHAMPTON STREET EASTON,PA18042	NONE		TO MAINTAIN LOCAL ART HISTORY	1,000
NORWESCAP NORWESCAP 350 MARSHALL STREET 350 MARSHALL STREET PHILLIPSBURG,NJ08865	NONE		SUPPORT EDUCATION AND HOUSING	10,000
PERKIOMEN SCHOOL PERKIOMEN SCHOOL 200 SEMINARY STREET 200 SEMINARY STREET PENNSBURG,PA18073	NONE		PROVIDE AID AND MAINTAIN FACILITY	1,000
PLANNED PARENTHOOD OF NE PA PLANNED PARENTHOOD OF NE PENNSYLVANIA PO BOX 944 PO BOX 944 BENSALEM,PA19020	NONE		PROVIDE REPRODUCTIVE HEALTHCARE	1,000
PROJECT OF EASTON PROJECT OF EASTON 320 FERRY STREET 320 FERRY STREET EASTON,PA18042	NONE		PROVIDE FOOD AND EDUCATIONAL PROGRAM	1,000
ROLLING HARVEST ROLLING HARVEST PO BOX 693 PO BOX 693 NEW HOPE,PA18938	NONE		PROVIDE PRODUCTS TO LOW INCOME	2,000
SAFE HARBOR EASTON INC SAFE HARBOR EASTON INC 536 BUSHKILL DRIVE 536 BUSHKILL DRIVE EASTON,PA18042	NONE		TRANSITIONAL SHELTER FOR HOMELESS	500
SAMARITANS OF NEW YORK SAMARITANS OF NEW YORK PO BOX 1259 PO BOX 1259 MADISON SQ STATION,NY10159	NONE		SUPPORT 24-HOUR SUICIDE PREVENTION	10,000
SANDY CARUSO MEMORIAL NURSING SCHOL SANDY CARUSO MEMORIAL NURSING SCHOLARSHIP 5459 WEYHILL FARM ROAD 5459 WEYHILL FARM ROAD BETHLEHEM,PA18015	NONE		NURSING SCHOLARSHIPS AT ST LUKES	2,000
ST BALDRICK'S FOUNDATION ST BALDRICK'S FOUNDATION 1333 S MAYFLOWER AVE 1333 S MAYFLOWER AVE MONROVIA,CA91016	NONE		CHILDHOOD CANCER RESEARCH	1,500
STATE THEATRE STATE THEATRE 453 NORTHAMPTON STREET 453 NORTHAMPTON STREET EASTON,PA18042	NONE		MAINTENANCE AND UPKEEP OF THEATRE	1,000
THE FREE LIBRARY OF NY AND SOLEBURY THE FREE LIBRARY OF NY AND SOLEBURY 93 W FERRY STREET 93 W FERRY STREET NEW HOPE,PA18938	NONE		PROVIDE READING PROGRAM FOR CHILDREN	1,000
THE GEORGE SCHOOL THE GEORGE SCHOOL PO BOX 4438 PO BOX 4438 NEWTOWN,PA18940	NONE		TO PROVIDE CAMPUS SPEAKERS	4,000
THIRD STREET ALLIANCE THIRD STREET ALLIANCE FOR WOMEN & CHILDREN 41 NORTH THIRD STREET 41 NORTH THIRD STREET EASTON,PA18042	NONE		ASSIST WITH HOUSING KIDS IN CRISIS	1,000
TRENTON SOUP KITCHEN TRENTON SOUP KITCHEN PO BOX 872 PO BOX 872 TRENTON,NJ08605	NONE		SUPPORT KITCHEN AND EDUCATIONAL SVCS	1,000
TULANE UNIVERSITY TULANE UNIVERSITY 1555 POYDRAS ST STE 1000 1555 POYDRAS ST STE 1000 NEW ORLEANS,LA70112	NONE		SCHOLARSHIPS RESEARCH STUDY PROGRAMS	1,000
UNITED FRIENDS SCHOOL UNITED FRIENDS SCHOOL 1018 WEST BROAD STREET 1018 WEST BROAD STREET QUAKERTOWN,PA18951	NONE		COMMUNITY PARTICIPATION INITIATIVES	1,000
UNITED NEGRO COLLEGE FUND UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW 1805 7TH STREET NW WASHINGTON,DC20001	NONE		SCHOLARSHIPS FOR MINORITY GROUPS	1,000
VALLEY YOUTH HOUSE VALLEY YOUTH HOUSE 3400 HIGH POINT BLVD 3400 HIGH POINT BLVD BETHLEHEM,PA18017	NONE		PROVIDE SHELTER FOR SUBSTANCE ABUSE	1,000
VISITING NURSES ASSOC OF ST LUKES VISITING NURSES ASSOC OF ST LUKES 801 OSTRUM STREET 801 OSTRUM STREET BETHLEHEM,PA18017	NONE		HOME ASSISTANCE BY CERTIFIED NURSES	2,500
WEST SIDE CAMPAIGN AGAINST HUNGER WEST SIDE CAMPAIGN AGAINST HUNGER 263 W 86TH STREET 263 W 86TH STREET NEW YORK,NY10024	NONE		FOOD BANK	2,000
WORD UP COMMUNITY BOOKSHOP WORD UP COMMUNITY BOOKSHOP 2113 AMSTERDAM AVE 2113 AMSTERDAM AVE NEW YORK,NY10032	NONE		COVER EXPENSES FOR READING PROGRAMS	2,000
WXPN MUSICIANS ON CALL WXPN MUSICIANS ON CALL 223 TALLY HO DRIVE 223 TALLY HO DRIVE AMBLER,PA19104	NONE		PROVIDE LIVE MUSIC FOR CHILDREN	250
ARTYARD ARTYARD 13 FRONT ST 13 FRONT ST FRENCHTOWN,NJ08825	NONE		GALLERY EVENTS AND LIVE PERFORMANCES	2,000
BEVERLY HALL CORP BEVERLY HALL CORP PO BOX 220 PO BOX 220 QUAKERTOWN,PA18951	NONE		TEACHING OF DIVINE LAW TO STUDENTS	15,000
BUCKS COUNTY HERALD FOUNDATION BUCKS COUNTY HERALD FOUNDATION 875 NORTH EASTON RD STE 1 875 NORTH EASTON RD STE 1 DOYLESTOWN,PA18902	NONE		LOCAL JOURNALISM TO KEEP INFORMED	500
BUCKS COUNTY HOUSING GROUP BUCKS COUNTY HOUSING GROUP 470 OLD DUBLIN PIKE 470 OLD DUBLIN PIKE DOYLESTOWN,PA18901	NONE		PROVIDE HOUSING RENTAL ASSISTANCE	2,000
DOMAN INTERNATIONAL INSTITUTE DOMAN INTERNATIONAL INSTITUTE 612 FAYETTE ST STE 2A 612 FAYETTE ST STE 2A CONSHOHOCKEN,PA19428	NONE		TEACHING SPECIAL NEEDS USING DOMAN	3,000
FROM THE HEART PRODUCTIONS FROM THE HEART PRODUCTIONS 101 HARBOR BLVD 53 101 HARBOR BLVD 53 OXNARD,CA93035	NONE		HELPING FILMMAKERS GET FUNDING	1,000
GREENSHIRE ARTS GREENSHIRE ARTS 3620 STERNER MILL ROAD 3620 STERNER MILL ROAD QUAKERTOWN,PA18951	NONE		PROGRAMS TOWARD INDIV EMPOWERMENT	3,000
NORTHWESTERN UNIVERSITY NORTHWEATERN UNIVERSITY 1201 DAVIS STREET 1201 DAVIS STREET EVANSTON,IL60201	NONE		SUPPORTS ONGOING NEEDS OF STUDENTS	1,000
NPR WHYY NPR WHYY PO BOX 900 PO BOX 900 GREENCASTLE,PA172250900	NONE		PUBLIC MEDIA ACCESS ON TV OR RADIO	1,000
PBS PBS 1225 S CLARK ST 1225 S CLARK ST ARLINGTON,VA22202	NONE		PUBLIC BROADCASTING SYSTEM	1,000
PHILABUNDANCE PHILABUNDANCE 3616 SOUTH GALLOWAY ST 3616 SOUTH GALLOWAY ST PHILADELPHIA,PA19148	NONE		FOOD BANK	2,000
PROMISE LAND YOUTH FOUNDATION PROMISE LAND YOUTH FOUNDATION 4544 COLBATH AVE UNIT 7 4544 COLBATH AVE UNIT 7 SHERMAN OAKS,CA91423	NONE		PROVIDE STUDENTS WITH ACADEMIC OPPS	1,000
Total ................................. 3a				281,500

	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	(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	815		815
4	Dividends and interest from securities...	53,811		53,811
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		556,592
b	Gross sales price for all assets on line 6a 3,369,175
7	Capital gain net income (from Part IV, line 2)...			556,592
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	611,218		611,218
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,975	1,488	1,487
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	10,766
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	84	42	42
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	13,825		1,530	1,529
25	Contributions, gifts, grants paid.......	281,500			281,500
26	Total expenses and disbursements. Add lines 24 and 25 ................	295,325		1,530	283,029
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	315,893
b	Net investment income (if negative, enter -0-)			609,688
c	Adjusted net income (if negative, enter -0-)...

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.............	33,042	17,716	17,716
	2	Savings and temporary cash investments.........	44,550	156,019	156,019
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	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).......	5,356,304	List of Attached Documents: // Content 5,576,054	8,348,749
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,433,896	5,749,789	8,522,484
	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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	5,433,896	5,749,789
	29	Total net assets or fund balances (see instructions).....	5,433,896	5,749,789
	30	Total liabilities and net assets/fund balances (see instructions).	5,433,896	5,749,789

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			-225,454
b			1,432,787
c			-650,741
d
e

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

	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7		367,504
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......	220,713
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........
4Qualifying distributions for 2025 from Part
XI, line 4: $ 283,029
a Applied to 2024, but not more than line 2a	220,713
b Applied to undistributed income of prior years (Election required—see instructions) .....
c Treated as distributions out of corpus (Election required—see instructions) ........
d Applied to 2025 distributable amount.....		62,316
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........		305,188
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) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....


(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...................

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

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

bApproved for future payment

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

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 ...........			14	815
4 Dividends and interest from securities ....			14	53,811
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	556,592
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				611,218

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.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AMCON DISTRIBUTING CO	206,523	310,963
AMERICAN EXPRESS CO
BIGLARI HOLDINGS INC CL B	871,507	1,994,580
FIRSTHAND TECH VALUE FD INC	325,071	1,116
GEORGIA CAPITAL PLC	174,235	1,042,549
LENDWAY INC NEW
MUELLER PAUL CO
NACCO INDUSTRIES	652,913	1,118,516
NATURAL ALTERNATIVES INC NEW	621,110	189,114
SECURITY NATL FIN A NEW
THE CONTAINER STORE GRP INC
UNITED NAT FOODS INC	332,541	1,010,100
US GLOBAL INVESTORS INC CL A
VK COMPANY LIMITED GDR REG S	103,541
INTL GNRL INSURANCE HLDNGS LTD	797,436	1,078,870
CONSUMER PORTFOLIO SVCS INC	1,326,142	1,428,936
BIGLARI HOLDINGS INC CL A	165,035	174,005

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
2025 FEDERAL ESTIMATED PAYMENT	9,000
2024 FEDERAL TAX DUE FORM 990PF	1,766

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

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.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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