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
SHACKLEFORD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

47-3603815
B Telephone number (see instructions)

2129228143
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)$7,856,244J 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... 174,021 174,021  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 227,506
b Gross sales price for all assets on line 6a 3,450,014
7 Capital gain net income (from Part IV, line 2)... 227,506
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 401,527 401,527  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 84,049 50,430   33,620
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).......        
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
16,292 1,703   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
253 3   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,594 52,136 0 33,870
25 Contributions, gifts, grants paid....... 570,000 570,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 670,594 52,136 0 603,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -269,067
b Net investment income (if negative, enter -0-) 349,391
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 719,448 107,559 107,559
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).......      
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).......... 5,390,437 Click to see attachment
List of Attached Documents:
// Content
5,735,217 		7,748,685
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) 6,109,885 5,842,776 7,856,244
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........ 6,109,885 5,842,776
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)..... 6,109,885 5,842,776
30 Total liabilities and net assets/fund balances (see instructions). 6,109,885 5,842,776
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
6,109,885
2
Enter amount from Part I, line 27a .....................
2
-269,067
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,905
4
Add lines 1, 2, and 3 ..........................
4
5,843,723
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
947
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,842,776
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 30000. U S TREASURY NOTE 3.5% 9/15/25   2022-09-28 2025-01-08
b 173. ALLSTATE CORP   2022-11-15 2025-01-10
c 112. APPLIED MATERIALS INC   2024-03-20 2025-01-10
d 46. APPLIED MATERIALS INC   2023-09-25 2025-01-10
e 190. BIO-TECHNE CORP   2024-02-21 2025-01-10
190. E Q T CORP   2024-12-13 2025-01-10
96. HUBBELL INC COM   2024-08-27 2025-01-10
380. NEWMONT CORPORATION   2023-12-14 2025-01-10
156. PINDUODUO INC-ADR   2024-10-31 2025-01-10
26. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
5000. U S TREASURY NOTE 3.5% 9/15/25   2024-02-26 2025-01-10
25000. U S TREASURY NOTE 3.5% 9/15/25   2022-09-28 2025-01-10
70. BIO-TECHNE CORP   2024-02-21 2025-01-13
14. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
42. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
119. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
10000. WI TREASURY SECURITY 4.125% 1/15/26   2024-02-26 2025-01-29
5000. WI TREASURY SECURITY 4.125% 1/15/26   2023-05-12 2025-01-29
45000. WI TREASURY SECURITY 4.125% 1/15/26   2023-02-03 2025-01-29
93. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
57. BECTON DICKINSON AND COMPANY   2023-08-31 2025-02-06
20000. WELLS FARGO & CO   2021-10-15 2025-02-07
5000. U S TREASURY NOTE 2.0% 2/15/25   2016-07-14 2025-02-15
35000. U S TREASURY NOTE 2.0% 2/15/25   2017-02-02 2025-02-15
46. CONSTELLATION ENERGY   2023-09-25 2025-02-21
64. GE VERNOVA LLC   2024-08-08 2025-03-10
43. APPLE INC   2024-07-23 2025-03-12
177. CME GROUP INC   2019-03-04 2025-03-12
150. CONOCOPHILLIPS   2024-03-20 2025-03-17
620. E Q T CORP   2024-03-20 2025-03-17
490. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
20000. U S BANCORP 3.1% 4/27/2026   2018-02-02 2025-03-19
245. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
120. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
5000. UNITED STATES TREAS 2.25% 2/15/27   2021-08-06 2025-04-03
15000. UNITED STATES TREAS 2.25% 2/15/27   2017-11-29 2025-04-09
460. US BANCORP DEL   2024-10-24 2025-04-10
10000. UNITED STATES TREAS 2.25% 2/15/27   2017-11-29 2025-04-10
5. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
5. HUBSPOT INC   2023-06-30 2025-04-14
300. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
140. SANOFI   2023-12-14 2025-04-15
350. SANOFI   2023-12-14 2025-04-16
490. INGERSOLL RAND INC   2024-02-21 2025-04-25
200. CHEWY INC - CLASS A   2023-09-25 2025-04-29
41. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
25000. SUMITOMO MITSUI FINL 2.632% 7/14/26   2020-05-01 2025-05-08
90. DEXCOM INC   2025-01-15 2025-05-23
9. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
114. ALPHABET INC/CA-CL A   2023-07-31 2025-05-29
161. CONOCOPHILLIPS   2024-08-01 2025-06-04
69. CONOCOPHILLIPS   2024-03-20 2025-06-04
20000. ROYAL BANK OF CANADA 4.65% 1/27/26   2017-01-04 2025-06-05
15000. UNITED STATES TREAS 2.25% 2/15/27   2019-04-01 2025-06-10
131. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
82. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
175. ALPHABET INC/CA-CL A   2023-04-14 2025-06-24
510. GENERAL MOTORS CO   2024-03-20 2025-06-30
171. 3M CO   2024-07-23 2025-07-02
117. ALPHABET INC/CA-CL A   2023-04-14 2025-07-14
96. AMAZON COM INC   2024-03-20 2025-07-14
5. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
11. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
10. HUBSPOT INC   2023-06-30 2025-07-14
20. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
40. NVIDIA CORP   2023-11-10 2025-07-14
62. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
135. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
21. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
156. ZOETIS INC   2024-01-08 2025-07-21
.025 CHEVRON CORPORATION   2025-04-03 2025-07-28
240. METLIFE INC   2024-10-04 2025-07-30
320. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
470. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
54. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
20000. TORONTO-DOMINION BAN 5.532% 7/17/26   2023-09-27 2025-08-05
150. BLOCK INC   2023-06-30 2025-08-06
10000. SUMITOMO MITSUI FINL 5.424% 7/09/31   2025-05-08 2025-08-08
24. GE VERNOVA LLC   2024-08-08 2025-08-11
5000. ANHEUSER-BUSCH INBEV 4.75% 1/23/29   2019-02-12 2025-08-12
5000. UNITED STATES TREAS 2.25% 2/15/27   2019-02-15 2025-08-12
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
435. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
103. DANAHER CORP   2023-07-31 2025-08-27
50. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
63. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
180. DOMINION ENERGY INC   2024-04-09 2025-09-04
28. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
24. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
69. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
30. GE VERNOVA LLC   2024-08-08 2025-09-09
20000. TRUIST FINANCIAL COR 6.047% 6/08/27   2023-12-18 2025-09-12
520. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
20000. COMCAST CORP 3.15% 2/15/28   2019-06-27 2025-09-26
260. DEXCOM INC   2025-01-15 2025-09-26
180. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
19. DANAHER CORP   2025-03-17 2025-10-08
147. DANAHER CORP   2023-07-31 2025-10-08
800. AT&T INC   2022-10-27 2025-10-21
2. MICROSOFT CORPORATION   2024-02-21 2025-10-22
19. MONGODB INC   2024-11-26 2025-10-22
620. AT&T INC   2022-10-27 2025-10-23
854. KENVUE INC   2024-03-20 2025-10-24
606. KENVUE INC   2024-03-20 2025-10-27
70. COMERICA INC   2025-07-31 2025-10-30
106. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
20000. CREDIT SUISSE NEW YO 5.0% 7/09/27   2024-03-27 2025-11-05
10000. UNITED STATES TREAS 2.25% 2/15/27   2018-04-30 2025-11-05
140. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2020-08-07 2025-11-19
32. CUMMINS ENGINE INC   2025-09-18 2025-11-19
12. IDEXX LABS INC   2025-07-21 2025-11-19
80. NEWMONT CORPORATION   2025-02-06 2025-11-19
77. ATLASSIAN CORP   2025-04-25 2025-11-21
114. BIONTECH SE-ADR   2025-04-14 2025-11-21
49. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
124. CHEVRON CORPORATION   2025-04-03 2025-11-21
220. CITIGROUP INC   2025-07-31 2025-11-21
73. MONGODB INC   2024-11-26 2025-11-21
170. NEWMONT CORPORATION   2025-02-06 2025-11-21
125. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
20. BLOCK INC   2025-10-22 2025-11-21
250. BLOCK INC   2023-06-30 2025-11-21
66. BIONTECH SE-ADR   2025-04-14 2025-11-24
5000. U S TREADURY NOTE 4.25% 11/30/26   2025-01-08 2025-11-28
15000. U S TREASURY NOTES 4.625% 2/28/26   2025-01-29 2025-12-04
32. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
58. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
19. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
80. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
24. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
264121.958 BNY MELLON M/C MULTI-STRATEGY FUND   2025-12-16 2025-12-26
47787.909 BNY MELLON M/C MULTI-STRATEGY FUND   2012-02-15 2025-12-26
2878.526 BNYM GLBL RL RTRN -Y   2016-06-10 2025-12-26
307.622 GOLDMAN SACHS ABS RETURN TR FUND - I   2024-12-30 2025-12-26
4322.008 GOLDMAN SACHS ABS RETURN TR FUND - I   2023-09-25 2025-12-26
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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 29,849   29,434 415
b 30,986   22,825 8,161
c 19,165   22,411 -3,246
d 7,871   6,265 1,606
e 13,952   13,540 412
9,333   8,641 692
40,461   39,359 1,102
14,830   15,694 -864
14,810   18,842 -4,032
13,105   14,215 -1,110
4,974   4,876 98
24,868   24,458 410
5,276   4,988 288
7,224   7,654 -430
21,671   22,033 -362
29,396   33,264 -3,868
9,973   9,817 156
4,987   5,015 -28
44,879   44,217 662
21,050   21,771 -721
12,901   15,030 -2,129
19,472   22,545 -3,073
5,000   5,211 -211
35,000   33,565 1,435
13,087   5,131 7,956
17,321   11,258 6,063
9,316   9,651 -335
45,198   34,752 10,446
14,965   18,241 -3,276
31,835   24,085 7,750
35,952   24,161 11,791
19,690   19,357 333
18,130   28,058 -9,928
17,142   19,613 -2,471
4,864   5,380 -516
14,595   15,236 -641
17,114   22,269 -5,155
9,715   9,892 -177
2,649   1,802 847
2,690   2,659 31
12,411   19,294 -6,883
7,097   6,803 294
17,866   16,840 1,026
36,711   43,387 -6,676
7,420   3,642 3,778
11,076   20,129 -9,053
24,466   25,898 -1,432
7,582   7,300 282
1,545   1,464 81
19,568   16,736 2,832
13,878   17,457 -3,579
5,948   8,391 -2,443
19,985   21,321 -1,336
14,565   14,787 -222
22,484   8,635 13,849
14,125   5,405 8,720
29,315   21,682 7,633
25,041   21,508 3,533
26,338   17,824 8,514
21,199   12,720 8,479
21,641   16,913 4,728
2,386   1,802 584
2,019   725 1,294
5,421   5,319 102
10,387   8,529 1,858
6,593   1,912 4,681
6,585   6,465 120
14,337   8,826 5,511
10,866   8,903 1,963
23,033   28,187 -5,154
4   4  
17,923   20,169 -2,246
7,244   12,766 -5,522
10,361   15,265 -4,904
9,431   3,559 5,872
20,223   19,832 391
11,409   9,917 1,492
10,406   10,225 181
15,618   4,222 11,396
5,094   5,202 -108
4,888   4,869 19
965   738 227
45,135   28,439 16,696
21,092   23,656 -2,564
6,784   17,706 -10,922
8,350   22,309 -13,959
10,540   8,904 1,636
6,854   5,418 1,436
5,793   4,644 1,149
16,466   13,352 3,114
18,122   5,277 12,845
20,241   20,295 -54
23,749   25,466 -1,717
19,704   20,455 -751
17,426   21,087 -3,661
27,812   18,313 9,499
3,893   4,053 -160
30,123   32,739 -2,616
20,758   14,581 6,177
1,045   798 247
6,096   6,399 -303
15,227   11,050 4,177
12,782   17,378 -4,596
9,077   12,300 -3,223
5,429   4,764 665
15,915   17,934 -2,019
20,418   19,852 566
9,822   9,600 222
10,614   9,859 755
1,516   601 915
15,154   13,846 1,308
8,230   6,246 1,984
7,100   3,592 3,508
10,847   17,734 -6,887
10,998   11,597 -599
15,216   20,262 -5,046
18,595   18,170 425
21,367   20,890 477
23,169   24,584 -1,415
13,954   7,634 6,320
18,065   14,192 3,873
1,205   1,525 -320
15,060   16,529 -1,469
6,338   6,714 -376
5,029   4,997 32
15,029   15,064 -35
8,294   6,631 1,663
14,996   12,020 2,976
4,905   4,012 893
20,548   16,127 4,421
6,063   4,769 1,294
636,534   625,969 10,565
115,169   659,821 -544,652
50,000   42,680 7,320
3,322   3,213 109
46,678   40,230 6,448
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
      656,616
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       415
b       8,161
c       -3,246
d       1,606
e       412
      692
      1,102
      -864
      -4,032
      -1,110
      98
      410
      288
      -430
      -362
      -3,868
      156
      -28
      662
      -721
      -2,129
      -3,073
      -211
      1,435
      7,956
      6,063
      -335
      10,446
      -3,276
      7,750
      11,791
      333
      -9,928
      -2,471
      -516
      -641
      -5,155
      -177
      847
      31
      -6,883
      294
      1,026
      -6,676
      3,778
      -9,053
      -1,432
      282
      81
      2,832
      -3,579
      -2,443
      -1,336
      -222
      13,849
      8,720
      7,633
      3,533
      8,514
      8,479
      4,728
      584
      1,294
      102
      1,858
      4,681
      120
      5,511
      1,963
      -5,154
       
      -2,246
      -5,522
      -4,904
      5,872
      391
      1,492
      181
      11,396
      -108
      19
      227
      16,696
      -2,564
      -10,922
      -13,959
      1,636
      1,436
      1,149
      3,114
      12,845
      -54
      -1,717
      -751
      -3,661
      9,499
      -160
      -2,616
      6,177
      247
      -303
      4,177
      -4,596
      -3,223
      665
      -2,019
      566
      222
      755
      915
      1,308
      1,984
      3,508
      -6,887
      -599
      -5,046
      425
      477
      -1,415
      6,320
      3,873
      -320
      -1,469
      -376
      32
      -35
      1,663
      2,976
      893
      4,421
      1,294
      10,565
      -544,652
      7,320
      109
      6,448
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 227,506
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,857
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,857
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,857
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 11,584
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 11,584
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 6,727
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,430 Refunded 11 4,297
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)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBNY MELLON NA Telephone no. (212) 922-8143

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
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
JOSEPH J RUCCI JR ESQ CO-TRUSTEE
2 		8,720    
19 OLD KINGS HIGHWAY
SOUTH DARIEN,CT06820
BNY MELLON N A TRUSTEE
1 		75,329    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,251,675
b
Average of monthly cash balances.......................
1b
283,112
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,534,787
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
7,534,787
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
113,022
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,421,765
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
371,088
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
371,088
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,857
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,857
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
366,231
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
366,231
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
366,231
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
603,870
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
603,870
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 7 366,231
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 46,149
b From 2021...... 68,253
c From 2022...... 231,588
d From 2023...... 242,050
e From 2024...... 222,744
f Total of lines 3a through e ........ 810,784
4Qualifying distributions for 2025 from Part
XI, line 4: $ 603,870
a Applied to 2024, but not more than line 2a 0
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..... 366,231
e Remaining amount distributed out of corpus 237,639
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 1,048,423
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 .......... 		0
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) ... 		46,149
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,002,274
10 Analysis of line 9:
a Excess from 2021 .... 68,253
b Excess from 2022 .... 231,588
c Excess from 2023 .... 242,050
d Excess from 2024 .... 222,744
e Excess from 2025 .... 237,639
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE   GENERAL OPERATING 200,000

NEW YORK ASPCA

424 E 92ND STREET
NEW YORK,NY10128 		NONE   GENERAL OPERATING 45,000

NEW ENGLAND HEALING SPORTS ASSOC

180 MOUNT SUNAPEE ROAD
NEWBURY,NH03255 		NONE   GENERAL OPERATING 40,000

GUIDE DOG FOUNDATION

371 EAST JERICHO TURNPIKE
SMITHTOWN,NY11787 		NONE   GENERAL OPERATING 35,000

FOUNDATION OF THE 1ST CAVALRY DIVISION

302 N MAIN ST
COPPERAS COVE,TX765221703 		NONE   GENERAL OPERATING 40,000

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL336071435 		NONE   GENERAL OPERATING 75,000

THE ROTARY FOUNDATION OF ROTARY INTERNAT

PO BOX 282
ARCOLA,IL619100282 		NONE   GENERAL OPERATING 50,000

ARMY HISTORICAL FOUNDATION INC

1775 LIBERTY DRIVE 400
FORT BELVOIR,VA220601805 		NONE   GENERAL OPERATING 35,000

AMERICAN RED CROSS

431 EIGHTEENTH STREET NW
WASHINGTON,DC20006 		NONE   GENERAL OPERATING 25,000

NATIONAL WWII MUSEUM

945 MAGAZINE ST
NEW ORLEANS,LA70130 		NONE   GENERAL OPERATING 25,000
Total ................................. 3a 570,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 174,021  
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 ............ 		    18 227,506  
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) ..   401,527  
13Total. Add line 12, columns (b), (d), and (e)..................
13
401,527
(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 InvestmentsOtherSchedule2
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
91324P102 UNITED HEALTH GROUP AT COST 20,454 33,011
912828V98 UNITED STATES TREAS      
21684AAF3 COOPERATIEVE RABOBAN AT COST 19,535 19,954
594918104 MICROSOFT CORPORATIO AT COST 101,271 311,935
912828J27 U S TREASURY NOTE      
026874784 AMERICAN INTERNATION AT COST 6,136 20,532
9128284N7 UNITED STATES TREAS AT COST 61,137 59,144
023135106 AMAZON COM INC AT COST 79,316 211,200
05569M509 BNY MELLON MID CAP S      
060505104 BANK OF AMERICA CORP AT COST 49,144 71,500
037833100 APPLE INC AT COST 91,683 253,917
46625H100 J P MORGAN CHASE & C AT COST 26,740 86,999
780082AD5 ROYAL BANK OF CANADA      
91159HHM5 U S BANCORP 3.1% 4      
929089100 VOYA FINANCIAL INC AT COST 24,165 34,265
02079K305 ALPHABET INC/CA-CL A AT COST 44,398 271,371
00206RGL0 A T & T INC AT COST 19,687 20,009
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 15,607 15,302
05588E850 BNY MELLON HIGH YIEL AT COST 123,049 111,938
20030NCA7 COMCAST CORP      
12572Q105 CME GROUP INC AT COST 18,220 28,127
05587K857 BNYM INTL STCK-Y AT COST 247,214 569,291
05587N794 BNYM GLBL RL RTRN -Y AT COST 61,005 69,726
912828Z94 UNITED STATES TREAS AT COST 47,276 41,333
172967ME8 CITIGROUP INC AT COST 23,317 19,819
86562MAF7 SUMITOMO MITSUI FINL      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,043 32,304
68389XBU8 ORACLE CORP AT COST 21,347 19,603
91282CCB5 UNITED STATES TREAS AT COST 39,709 35,836
95000U2D4 WELLS FARGO & CO      
437076CB6 HOME DEPOT INC 2.7% AT COST 21,130 18,911
10373QAE0 B P CAP MARKETS AMER AT COST 22,742 20,128
377372AN7 GLAXOSMITHKLINE CAP AT COST 23,468 20,016
91282CFL0 U S TREASURY NOTE AT COST 49,700 50,432
91282CFM8 U S TREASURY NOTE AT COST 60,824 60,642
482480AL4 K L A CORP AT COST 21,045 20,291
13607HR61 CANADIAN IMPERIAL BA AT COST 19,398 19,898
91282CEP2 U S TRESURY NOTE AT COST 38,438 37,716
00206R102 AT&T INC AT COST 13,921 20,866
517834107 LAS VEGAS SANDS CORP AT COST 22,661 42,309
91282CFK2 WI TREASURY SEC.      
020002101 ALLSTATE CORP COM      
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 17,026 32,124
04621X108 ASSURANT INC AT COST 44,318 50,097
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 69,375 100,530
16679L109 CHEWY INC - CLASS A AT COST 15,068 27,432
17275R102 CISCO SYSTEMS INC AT COST 52,388 77,800
21037T109 CONSTELLATION ENERGY AT COST 14,276 45,219
22160N109 COSTAR GROUP INC AT COST 33,170 26,896
235851102 DANAHER CORP COMMON      
24422EWR6 JOHN DEERE CAPITAL C AT COST 20,399 20,383
25746U109 DOMINION ENERGY INC AT COST 28,712 34,568
30303M8G0 META PLATFORMS INC AT COST 19,405 19,960
35671D857 FREEPORT-MCMORAN INC AT COST 39,659 44,695
38145N220 GOLDMAN SACHS ABS RE AT COST 62,867 72,344
404280DZ9 HSBC HOLDINGS PLC AT COST 19,927 20,210
443573100 HUBSPOT INC AT COST 30,849 23,275
452327109 ILLUMINA INC AT COST 30,097 26,625
46120E602 INTUITIVE SURGICAL I AT COST 16,084 24,353
46647PDH6 JPMORGAN CHASE & CO AT COST 19,539 20,374
56585A102 MARATHON PETROLEUM C AT COST 18,015 19,678
61747YFA8 MORGAN STANLEY AT COST 20,191 20,417
64110L106 NETFLIX COM INC AT COST 17,897 33,754
651639106 NEWMONT CORPORATION AT COST 14,370 31,952
67066G104 NVIDIA CORP AT COST 58,730 419,625
716973AE2 PFIZER INVESTMENT EN AT COST 19,044 20,212
759916109 REPLIGEN CORP AT COST 25,390 26,545
78009PEH0 ROYAL BANK OF SCOTLA AT COST 18,734 20,442
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
87612EBP0 TARGET CORP AT COST 20,016 20,198
89115A2S0 TORONTO-DOMINION BAN      
89788MAN2 TRUIST FINANCIAL COR      
90353T100 UBER TECHNOLOGIES IN      
91282CFV8 U S TREASURY N/B AT COST 26,283 25,286
91282CGE5 WI TREASURY SECURITY      
91282CGH8 U S TREASURY NOTE AT COST 48,954 50,010
91282CHC8 US TREASURY N/B AT COST 24,226 24,034
91282CHR5 UNITED STATES TREAS AT COST 34,836 35,445
91282CJJ1 U S ETREASURY NOTE AT COST 15,669 15,488
92338C103 VERALTO CORP-W/I AT COST 29,600 35,023
92343VEU4 VERIZON COMMUNICATIO AT COST 19,247 19,848
G25508105 CRH PLC AT COST 19,592 42,432
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 38,189 44,347
06051GKP3 BANK OF AMERICA CORP AT COST 19,813 20,080
06738ECP8 BARCLAYS PLC AT COST 15,009 15,267
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 22,224 22,115
20825C104 CONOCOPHILLIPS      
22550L2K6 CREDIT SUISSE NEW YO      
251526CS6 DEUTSCHE BANK NY 6.7 AT COST 20,616 20,939
25278X109 DIAMONDBACK ENERGY I AT COST 26,771 28,262
254687106 WALT DISNEY CO/THE AT COST 47,412 47,670
26884L109 E Q T CORP AT COST 24,264 38,592
320517105 FIRST HORIZON NATL C AT COST 17,678 27,963
36828A101 GE VERNOVA LLC AT COST 5,972 22,221
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 41,806 50,446
38141G104 GOLDMAN SACHS GROUP AT COST 38,098 80,868
38141GWZ3 GOLDMAN SACHS GROUP AT COST 19,303 20,042
443201108 HOWMET AEROSPACE INC AT COST 18,588 57,816
443510607 HUBBELL INC COM AT COST 57,562 67,505
45687V106 INGERSOLL RAND INC      
458140CG3 INTEL CORP AT COST 15,059 15,283
460146103 INTERNATIONAL PAPER AT COST 26,679 22,452
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 43,552 59,008
504922105 LABCORP HOLDINGS INC      
53944YAX1 LLOYDS BANKING GROUP AT COST 20,851 21,056
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 38,919 33,108
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 26,723 21,937
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
822905AB1 SHELL FINANCE US INC AT COST 21,046 18,965
88579Y101 3M CO      
902973304 US BANCORP DEL      
91282CGB1 US TREASURY N/B AT COST 20,164 20,170
91282CJF9 UNITED STATES TREAS AT COST 61,392 62,126
91282CJX0 U S TREASURY NOTES AT COST 29,260 30,346
91282CJZ5 U S TREASURY NOTE AT COST 14,557 14,953
91282CKR1 U S TREASURY BOND AT COST 60,295 60,797
91282CLD1 U S TREASURY NOTE AT COST 30,601 30,488
91282CLF6 U S TREASURY NOTE AT COST 14,635 14,769
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 27,308 29,995
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 63,111 71,084
H01301128 ALCON INC AT COST 36,700 32,312
V7780T103 ROYAL CARIBBEAN CRUI      
00766Y513 CHAMPLAIN MID CAP FU AT COST 200,000 196,493
05464C101 AXON ENTERPRISE INC AT COST 28,612 27,829
06368LGV2 BANK OF MONTREAL AT COST 20,497 20,507
08265T208 BENTLEY SYSTEMS INC AT COST 24,547 20,227
110122EG9 BRISTOL-MYERS SQUIBB AT COST 15,549 15,619
11135F101 BROADCOM INC AT COST 81,888 108,675
126408103 C S X CORP AT COST 28,365 32,263
14040H105 CAPITAL ONE FINANCIA AT COST 23,809 32,234
147528103 CASEYS GENERAL STORE AT COST 25,198 24,872
20030NEJ6 COMCAST CORP AT COST 20,791 20,612
200340107 COMERICA INC AT COST 23,742 30,426
231021106 CUMMINS ENGINE INC AT COST 19,227 22,970
247361702 DELTA AIR LINES INC AT COST 21,706 24,984
25659T107 DOLBY LABORATORIES I AT COST 29,068 23,761
260003108 DOVER CORPORATION AT COST 29,036 32,410
291011104 EMERSON ELECTRIC COM AT COST 32,806 32,384
30231G102 EXXON MOBIL CORP AT COST 54,861 57,643
30303M102 META PLATFORMS INC AT COST 99,379 93,733
345370860 FORD MOTOR CO DEL AT COST 20,092 24,272
444859102 HUMANA INC AT COST 47,103 45,079
45168D104 IDEXX LABS INC AT COST 16,656 21,649
464287507 ISHARES CORE S&P MID AT COST 503,729 495,000
478160104 JOHNSON & JOHNSON AT COST 72,984 92,300
518439104 ESTEE LAUDER COMPANI AT COST 46,315 52,360
57636Q104 MASTERCARD INC AT COST 28,281 29,115
680223104 OLD REPUBLIC INTERNA AT COST 33,076 33,317
693475BM6 PNC FINANCIAL SERVI AT COST 15,148 15,347
717081103 PFIZER INC AT COST 27,099 25,647
78017DAC2 ROYAL BK CDA AT COST 20,255 20,590
808513105 SCHWAB CHARLES CORP AT COST 16,974 22,979
81762P102 SERVICENOW INC AT COST 43,014 32,936
82509L107 SHOPIFY INC-A W/I AT COST 14,841 23,180
86562MDN7 SUMITOMO MITSUI FINL AT COST 15,338 15,698
871607107 SYNOPSYS INC AT COST 45,887 52,139
882508104 TEXAS INSTRUMENTS IN AT COST 23,339 22,554
883556102 THERMO FISHER SCIENT AT COST 70,838 78,805
89115A2E1 TORONTO-DOMINION BAN AT COST 19,785 19,961
89788MAP7 TRUIST FINL CORP AT COST 21,294 21,282
91159HJG6 US BANCORP AT COST 19,284 20,150
91282CKB6 U S TREASURY NOTES AT COST 45,192 45,059
91282CKG5 U S TREAS 3/31/2029 AT COST 15,113 15,248
91282CLY5 U S TREADURY NOTE AT COST 54,921 55,337
91282CMM0 U S TREASURY NOTE AT COST 30,605 31,140
91282CPJ4 U S ETREASURY NOTE AT COST 14,906 14,784
922908751 VANGUARD SMALL-CAP E AT COST 262,278 257,950
95000U3P6 WELLS FARGO & COMPAN AT COST 20,089 20,710
L8681T102 SPOTIFY TECHNOLOGY S AT COST 27,810 27,874

TY 2025 OtherDecreasesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Description Amount
CY PURCHASE OF ACCRUED INTEREST 482
COST BASIS ADJ 465


TY 2025 OtherExpensesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 3 3   0


TY 2025 OtherIncreasesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Description Amount
MUTUAL FUND TIMING ADJ 2,130
PY PURCHASE OF ACCRUED INTEREST 775


TY 2025 TaxesSchedule
Name:
SHACKLEFORD FOUNDATION
EIN:
47-3603815
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,703 1,703   0
FEDERAL TAX PAYMENT - PRIOR YE 3,005 0   0
FEDERAL ESTIMATES - PRINCIPAL 11,584 0   0