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
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

74-1907673
B Telephone number (see instructions)

8004962583
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)$11,826,165J 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... 373,155 373,132  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 246,572
b Gross sales price for all assets on line 6a 1,382,538
7 Capital gain net income (from Part IV, line 2)... 246,572
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
124,090 124,090  
12 Total. Add lines 1 through 11........ 743,817 743,794  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 121,164 61,140   60,024
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).... Click to see attachment
List of Attached Documents:
// Content
7,309 7,309   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,592 3,592   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
21,752 5,235   16,517
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 161,817 77,276 0 76,541
25 Contributions, gifts, grants paid....... 456,300 456,300
26 Total expenses and disbursements. Add lines 24 and 25 ................ 618,117 77,276 0 532,841
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 125,700
b Net investment income (if negative, enter -0-) 666,518
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............. 151,203 178,515 178,515
2 Savings and temporary cash investments......... 198,515 200,933 200,933
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)....... 3,327,309 Click to see attachment
List of Attached Documents:
// Content
3,225,624 		6,542,815
c Investments—corporate bonds (attach schedule)....... 4,122,489 Click to see attachment
List of Attached Documents:
// Content
4,210,217 		4,006,018
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 532,399 Click to see attachment
List of Attached Documents:
// Content
645,522 		662,855
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )     Click to see attachment
List of Attached Documents:
// Content
235,029
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,331,915 8,460,811 11,826,165
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........ 8,331,915 8,460,811
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)..... 8,331,915 8,460,811
30 Total liabilities and net assets/fund balances (see instructions). 8,331,915 8,460,811
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
8,331,915
2
Enter amount from Part I, line 27a .....................
2
125,700
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
10,048
4
Add lines 1, 2, and 3 ..........................
4
8,467,663
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
6,852
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,460,811
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 2. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
b 1. LILLY ELI & CO   2016-12-16 2025-01-27
c 37. MONSTER BEVERAGE CORP     2025-01-27
d 17. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
e 2. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
9. APPLE COMPUTER INC     2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
6. HONEYWELL INTL INC   2025-01-24 2025-03-25
1. HONEYWELL INTL INC   2025-01-24 2025-03-25
7. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
4. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
3. HONEYWELL INTL INC   2010-02-01 2025-03-27
12. APPLE COMPUTER INC   2024-04-12 2025-04-04
2. APPLE COMPUTER INC   2024-03-20 2025-04-04
6. APPLE COMPUTER INC   2024-03-20 2025-04-09
17. NORFOLK SOUTHN CORP     2025-04-09
8. NORFOLK SOUTHN CORP     2025-04-09
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2025-04-28
13. EXXON MOBIL CORP     2025-05-01
15. EXXON MOBIL CORP   2022-11-01 2025-05-01
11. ALPHABET INC-CL C   2012-07-11 2025-05-22
2. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
14. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
3. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
9432.46 SIX CIRCLES INTL UNCON EQ     2025-06-11
9. ABBVIE INC   2020-03-31 2025-06-13
18. ALPHABET INC-CL C   2012-07-11 2025-06-13
3. AMAZON COM INC   2025-05-22 2025-06-13
22. AMAZON COM INC     2025-06-13
4. AMERICAN EXPRESS CO     2025-06-13
22. APPLE COMPUTER INC     2025-06-13
32. BANK OF AMERICA CORPORATION   2023-12-18 2025-06-13
17. BOSTON SCIENTIFIC CORP     2025-06-13
24. BRISTOL MYERS SQUIBB CO     2025-06-13
9. BROADCOM INC   2024-12-17 2025-06-13
2. CADENCE DESIGN SYS INC     2025-06-13
12. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-06-13
14. CONOCOPHILLIPS     2025-06-13
1. COSTCO WHSL CORP NEW   2021-10-27 2025-06-13
11. DISNEY WALT CO   2024-11-21 2025-06-13
3. ECOLAB INC     2025-06-13
16. EXXON MOBIL CORP     2025-06-13
8. FACEBOOK INC-A     2025-06-13
6. FISERV INC     2025-06-13
2. FISERV INC   2023-07-10 2025-06-13
4. ARTHUR J GALLAGHER & CO     2025-06-13
4. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-06-13
4. HOWMET AEROSPACE INC   2025-03-25 2025-06-13
9. INGERSOLL RAND INC   2021-05-17 2025-06-13
2. INTUITIVE SURGICAL INC NEW   2021-09-15 2025-06-13
1. LILLY ELI & CO   2025-04-04 2025-06-13
5. LOWES COS INC   2025-01-24 2025-06-13
3. MARTIN MARIETTA MATLS INC   2023-11-08 2025-06-13
5. MASTERCARD INC - CLASS A     2025-06-13
6. MCDONALDS CORP   2024-12-17 2025-06-13
4. MICROSOFT CORP   2025-04-09 2025-06-13
15. MICROSOFT CORP   1998-01-13 2025-06-13
12. MONDELEZ INTERNATIONAL-W/I     2025-06-13
1. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2025-06-13
12. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2025-06-13
4. NEXTERA ENERGY INC   2024-09-12 2025-06-13
11. NEXTERA ENERGY INC   2023-06-23 2025-06-13
11. NVIDIA CORP   2025-04-04 2025-06-13
47. NVIDIA CORP   2023-02-24 2025-06-13
4. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-06-13
11. OTIS WORLDWIDE CORP     2025-06-13
3. PEPSICO INC   2024-09-12 2025-06-13
5. PEPSICO INC   2022-05-10 2025-06-13
8. PROGRESSIVE CORP OHIO   2022-04-07 2025-06-13
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2025-06-13
2. S&P GLOBAL INC   2022-12-02 2025-06-13
6. SALESFORCE.COM INC   2024-03-20 2025-06-13
1. SHERWIN WILLIAMS CO   2024-11-21 2025-06-13
20. SOUTHERN CO     2025-06-13
3. STRYKER CORP   2023-09-13 2025-06-13
7. TJX COS INC NEW     2025-06-13
3. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-05-22 2025-06-13
9. TEXAS INSTRS INC   2025-05-22 2025-06-13
1. THERMO ELECTRON CORP   2024-01-29 2025-06-13
6. UNITEDHEALTH GROUP INC   2010-12-01 2025-06-13
5. WAL MART STORES INC     2025-06-13
5. WASTE CONNECTIONS INC     2025-06-13
24. WELLS FARGO & CO NEW     2025-06-13
1. WELLS FARGO & CO NEW   2020-12-15 2025-06-13
4. EATON CORP PLC   2021-03-03 2025-06-13
4. LINDE PLC   2018-12-11 2025-06-13
2. TRANE TECHNOLOGIES PLC   2025-03-25 2025-06-13
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-06-13
18. FISERV INC     2025-06-20
3. MASTERCARD INC - CLASS A     2025-06-20
3. REGENERON PHARMACEUTICALS INC     2025-06-20
4. BROADCOM INC   2024-12-17 2025-07-11
2. FISERV INC   2023-07-07 2025-07-11
17. FISERV INC     2025-07-11
9. INTUITIVE SURGICAL INC NEW     2025-07-11
14. INGERSOLL RAND INC   2025-07-11 2025-08-01
18. INGERSOLL RAND INC     2025-08-01
43. BRISTOL MYERS SQUIBB CO     2025-08-21
9. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
9. OTIS WORLDWIDE CORP     2025-08-21
2. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
6. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
5. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
15. OTIS WORLDWIDE CORP     2025-08-22
1. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
10. OTIS WORLDWIDE CORP     2025-08-22
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
9. CONOCOPHILLIPS     2025-09-08
6. CONOCOPHILLIPS   2022-01-05 2025-09-08
4. SALESFORCE.COM INC   2024-03-20 2025-09-08
3. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. LINDE PLC   2018-12-11 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
18. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
19. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-11
6. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
14. INGERSOLL RAND INC     2025-09-11
1058. ISHARES TR 7-10 YR TREAS INDEX FD     2025-09-11
5498.062 PIMCO MTGE OPPORTUNITIES IS   2020-07-24 2025-09-11
2. SALESFORCE.COM INC   2024-04-12 2025-09-11
3. SALESFORCE.COM INC   2024-10-01 2025-09-11
1. SALESFORCE.COM INC   2024-04-12 2025-09-11
13. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
13. CONOCOPHILLIPS     2025-09-23
7. SALESFORCE.COM INC   2024-10-01 2025-09-23
5. SALESFORCE.COM INC   2024-09-12 2025-09-23
9. PROGRESSIVE CORP OHIO     2025-10-10
17. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
2. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
5. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
22980.287 SIX CIRCLES CREDIT OPPORT     2025-10-21
24. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
1. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
4554. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
520. VANGUARD INT-TERM CORPORATE   2023-12-11 2025-10-21
515.103 FIDELITY 500 INDEX FUND   2024-12-03 2025-10-24
342.529 FIDELITY 500 INDEX FUND   2024-08-05 2025-10-24
5. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
27. CANADIAN PACIFIC KANSAS CITY     2025-11-03
24. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
1. MCDONALDS CORP   2024-12-17 2025-11-03
3. MCDONALDS CORP     2025-11-03
11. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
236.799 FIDELITY 500 INDEX FUND     2025-11-18
530. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-28 2025-11-18
406. JPMORGAN BETABUILDERS CANADA     2025-11-18
205. JPMORGAN BETABUILDERS DEVELO   2021-01-28 2025-11-18
721.344 SIX CIRCLES US UNCONSTR EQ   2025-10-24 2025-11-18
16. CONOCOPHILLIPS     2025-11-21
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
4. BROADCOM INC   2025-09-11 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
5. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2025-12-03
7. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2025-12-03
2. PEPSICO INC     2025-12-03
5. PEPSICO INC     2025-12-03
3. SOUTHERN CO   2024-12-17 2025-12-03
6. SOUTHERN CO   2024-12-17 2025-12-03
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
3. CONOCOPHILLIPS   2021-03-03 2025-12-24
9. CONOCOPHILLIPS   2021-03-03 2025-12-24
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
3. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-24
4. CONOCOPHILLIPS     2025-12-26
4. CONOCOPHILLIPS     2025-12-26
3. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 1,880   977 903
b 800   73 727
c 1,830   1,638 192
d 845   752 93
e 98   88 10
2,134   1,668 466
438   447 -9
217   224 -7
218   224 -6
1,272   1,360 -88
212   227 -15
1,499   261 1,238
427   75 352
852   149 703
429   75 354
641   112 529
2,367   2,119 248
394   352 42
1,068   1,057 11
3,597   2,264 1,333
1,656   950 706
604   544 60
1,384   1,448 -64
1,600   1,671 -71
1,935   157 1,778
412   187 225
199   93 106
2,796   1,296 1,500
199   93 106
594   278 316
199   93 106
192   93 99
122,150   105,585 16,565
1,732   684 1,048
3,202   256 2,946
639   608 31
4,687   699 3,988
1,168   441 727
4,349   575 3,774
1,420   1,077 343
1,712   441 1,271
1,203   1,727 -524
2,276   2,145 131
610   615 -5
972   827 145
1,341   1,133 208
996   488 508
1,298   1,268 30
807   806 1
1,780   1,770 10
5,551   1,509 4,042
987   1,035 -48
329   253 76
1,278   564 714
992   508 484
689   549 140
736   437 299
1,034   697 337
824   757 67
1,102   1,311 -209
1,647   1,354 293
2,821   1,742 1,079
1,826   1,780 46
1,909   1,439 470
7,159   246 6,913
813   711 102
131   21 110
1,571   247 1,324
295   334 -39
812   816 -4
1,572   1,064 508
6,717   1,086 5,631
646   580 66
1,063   1,161 -98
396   526 -130
660   858 -198
2,153   957 1,196
524   509 15
1,008   721 287
1,575   1,826 -251
344   380 -36
1,813   1,781 32
1,145   888 257
873   588 285
638   582 56
1,786   1,635 151
411   554 -143
1,903   225 1,678
474   502 -28
962   250 712
1,762   897 865
73   30 43
1,312   549 763
1,887   643 1,244
848   727 121
772   663 109
2,939   2,260 679
1,595   644 951
1,529   1,520 9
1,099   953 146
331   251 80
2,829   2,115 714
4,608   2,659 1,949
1,060   1,236 -176
1,363   873 490
2,086   2,492 -406
439   508 -69
795   937 -142
175   207 -32
526   622 -96
444   519 -75
1,332   1,539 -207
89   100 -11
622   697 -75
884   994 -110
542   103 439
540   103 437
820   691 129
545   460 85
1,006   1,217 -211
753   913 -160
947   321 626
473   161 312
434   83 351
857   948 -91
905   1,072 -167
492   290 202
81   48 33
81   48 33
1,136   677 459
102,896   107,053 -4,157
52,012   59,356 -7,344
491   592 -101
739   813 -74
246   296 -50
613   684 -71
1,217   749 468
1,720   1,897 -177
1,228   1,257 -29
2,164   1,070 1,094
1,326   1,282 44
156   59 97
330   380 -50
1,653   1,902 -249
331   380 -49
208,891   202,827 6,064
1,138   1,107 31
47   46 1
215,871   210,070 5,801
44,015   41,041 2,974
121,575   108,455 13,120
80,844   61,734 19,110
354   406 -52
1,908   1,959 -51
1,692   1,654 38
296   297 -1
888   752 136
775   740 35
70   67 3
70   67 3
54,499   36,516 17,983
35,344   30,120 5,224
35,061   20,018 15,043
11,199   11,482 -283
14,405   14,788 -383
1,400   860 540
606   451 155
1,496   1,454 42
990   292 698
623   409 214
280   109 171
391   152 239
298   270 28
741   480 261
265   249 16
524   499 25
92   54 38
277   161 116
830   484 346
92   54 38
683   352 331
365   213 152
368   212 156
681   352 329
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
      89,962
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       903
b       727
c       192
d       93
e       10
      466
      -9
      -7
      -6
      -88
      -15
      1,238
      352
      703
      354
      529
      248
      42
      11
      1,333
      706
      60
      -64
      -71
      1,778
      225
      106
      1,500
      106
      316
      106
      99
      16,565
      1,048
      2,946
      31
      3,988
      727
      3,774
      343
      1,271
      -524
      131
      -5
      145
      208
      508
      30
      1
      10
      4,042
      -48
      76
      714
      484
      140
      299
      337
      67
      -209
      293
      1,079
      46
      470
      6,913
      102
      110
      1,324
      -39
      -4
      508
      5,631
      66
      -98
      -130
      -198
      1,196
      15
      287
      -251
      -36
      32
      257
      285
      56
      151
      -143
      1,678
      -28
      712
      865
      43
      763
      1,244
      121
      109
      679
      951
      9
      146
      80
      714
      1,949
      -176
      490
      -406
      -69
      -142
      -32
      -96
      -75
      -207
      -11
      -75
      -110
      439
      437
      129
      85
      -211
      -160
      626
      312
      351
      -91
      -167
      202
      33
      33
      459
      -4,157
      -7,344
      -101
      -74
      -50
      -71
      468
      -177
      -29
      1,094
      44
      97
      -50
      -249
      -49
      6,064
      31
      1
      5,801
      2,974
      13,120
      19,110
      -52
      -51
      38
      -1
      136
      35
      3
      3
      17,983
      5,224
      15,043
      -283
      -383
      540
      155
      42
      698
      214
      171
      239
      28
      261
      16
      25
      38
      116
      346
      38
      331
      152
      156
      329
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 246,572
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 9,265
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 9,265
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 9,265
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,556
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 4,556
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 4,709
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)
TX
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 ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
 
No
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		121,164    
10 S DEARBORN ST MC IL 1-0111
Chicago,IL60603
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
10,861,042
b
Average of monthly cash balances.......................
1b
231,332
c
Fair market value of all other assets (see instructions)................
1c
244,564
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,336,938
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
11,336,938
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
170,054
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,166,884
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
558,344
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
558,344
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,265
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,265
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
549,079
4
Recoveries of amounts treated as qualifying distributions................
4
2,925
5
Add lines 3 and 4............................
5
552,004
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
552,004
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
532,841
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
532,841
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 7 552,004
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 452,847
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: $ 532,841
a Applied to 2024, but not more than line 2a 452,847
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..... 79,994
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 .......... 		472,010
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 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

MARISSA HALL
C/O TEMPLE COLLEGE
2600 S 1ST ST
TEMPLE,TX76504 		NONE   SCHOLARSHIP 2,650

ALEXIS HAWKINS
C/O ABILENE CHRISTIAN UNIVERSITY
206 HARDIN ADMIN BLDG ACU BOX 2910
ABILENE,TX79699 		NONE   SCHOLARSHIP 3,500

ARIENA JONES
C/O AUSTIN COMMUNITY COLLEGE
5930 MIDDLE FISKVILLE RD
AUSTIN,TX78752 		NONE   SCHOLARSHIP 3,500

BRIAHNA PATSCHKE
C/O AUSTIN COMMUNITY COLLEGE
5930 MIDDLE FISKVILLE RD
AUSTIN,TX78752 		NONE   SCHOLARSHIP 3,500

FALLON GREEN
C/O AUSTIN COMMUNITY COLLEGE
5930 MIDDLE FISKVILLE RD
AUSTIN,TX78752 		NONE   SCHOLARSHIP 3,500

KANIYA SALAZAR
C/O AUSTING COMMUNITY COLLEGE
5930 MIDDLE FISKVILLE RD
AUSTIN,TX78752 		NONE   SCHOLARSHIP 3,500

MADISON LEUSCH
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX79798 		NONE   SCHOLARSHIP 3,500

MASON ASKEW
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 1,750

SOPHIE GRANGER
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 4,000

ZAINAB NAQIBULLAH
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 4,000

TY BLAIR
C/O CORNELL UNIVERSITY
300 DAY HALL
ITHACA,NY14853 		NONE   SCHOLARSHIP 3,500

AMBER KEVIL
C/O DALLAS COLLEGE CEDAR CALLEY CAMPUS
3030 N DALLAS AVE
LANCASTER,TX75134 		NONE   SCHOLARSHIP 600

JOSHUA FOWLER
C/O DALLAS COLLEGE RICHLAND CAMPUS
12800 ABRAMS RD
DALLAS,TX75243 		NONE   SCHOLARSHIP 2,650

EMILY RODRIGUEZ
C/O LAWRENCE UNIVERSITY
P O BOX 599
APPLETON,WI54912 		NONE   SCHOLARSHIP 3,500

MICAH VOGLER
C/O MARYMOUNT UNIVERSITY
2807 N GLEBE RD
ARLINGTON,VA22207 		NONE   SCHOLARSHIP 3,500

CHLOE SMITH
C/O OKLAHOMA STATE UNIVERSITY
107 WHITEHURST HALL
STILLWATER,OK74078 		NONE   SCHOLARSHIP 2,650

JOOHEON LEE
C/O RICE UNIVERSITY
6100 S MAIN
HOUSTON,TX77005 		NONE   SCHOLARSHIP 4,000

AYDIN HARDY
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 600

ABBYGAIL CHAIREZ
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

CHLOE HANNON
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

JADE FOKA
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

NICHOLAS O CONNELL
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

JIMMY GALLEGOS
C/O STANFORD UNIVERSITY
450 SERRA MALL
STANFORD,CA94305 		NONE   SCHOLARSHIP 4,000

CHRISTINE GIBSON
C/O SYRACUSE UNIVERSITY
CROUSE HINDS HALL STE 600
SYRACUSE,NY13244 		NONE   SCHOLARSHIP 3,500

ADAM SPONSEL
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 2,650

BARAKA ODIYO
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

CAMEIRA DOUGLAS
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

ISABELLA LEON
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

JOCELYN ADAME
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

JONATHAN ALONSO
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

KAYLEE HOYT
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,950

KENZIE ARMSTRONG
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,950

LARKIN ABBOTT
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

SAVANNAH ROBINSON
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,250

EMILY BYRNE
C/O TEXAS CHRISTIAN UNIVERSITY
2800 S UNIVERSITY DR
FORT WORTH,TX76129 		NONE   SCHOLARSHIP 3,500

EMILY MORALES
C/O TEXAS CHRISTIAN UNIVERSITY
2800 S UNIVERSITY DR
FORT WORTH,TX76129 		NONE   SCHOLARSHIP 3,500

JENNA MAGANA
C/O TEXAS CHRISTIAN UNIVERSITY
2800 S UNIVERSITY DR
FORT WORTH,TX76129 		NONE   SCHOLARSHIP 3,500

AMANI ODIYO
TEXAS STATE UNIVERSITY
601 UNIVERSITY DR
SAN MARCOS,TX78666 		NONE   SCHOLARSHIP 3,500

DENNIS BRUNS
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DR
SAN MARCOS,TX78666 		NONE   SCHOLARSHIP 1,950

TYCEN MUNIZ
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DR
SAN MARCOS,TX78666 		NONE   SCHOLARSHIP 1,950

ANDREW LEONARDI
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 42
LUBBOCK,TX79409 		NONE   SCHOLARSHIP 2,650

LANA PAK
C/O UNIVERSITY OF HAWAII AT MANOA
2500 CAMPUS RD HAWAII HALL
HONOLULU,HI96822 		NONE   SCHOLARSHIP 3,500

SARAH LAURENCE
C/O UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE ST
BELTON,TX76513 		NONE   SCHOLARSHIP 3,500

AMELIA BORCHERT
C/O UNIVERSITY OF MASSACHUSETTS
181 PRESIDENTS DR RM 243
AMHERST,MA01003 		NONE   SCHOLARSHIP 2,650

JACOB VASQUEZ
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENTON,TX76203 		NONE   SCHOLARSHIP 4,000

PRINCESS IROABUCHI
C/O UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENTON,TX76203 		NONE   SCHOLARSHIP 1,250

LILY VAUGHN
C/O UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK
LOS ANGELES,CA90089 		NONE   SCHOLARSHIP 3,500

ADDISON MARVIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

ALPER OZBEY
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 1,250

AMBER MORALES
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

AUDREY CUNNINGHAM
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 1,950

ELLIE HERNANDEZ
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

FELIPE REYES
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

ISIS MALDONADO NINO
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

JESUS VILLANUEVA
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

JULIET LEE
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 600

MAKAYLA RUIZ
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

MEADOW STEVENS
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 600

OLUWAPELUMI GBADEGESIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

REEM AL KHAFAJI
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

SHAKHZODA MUBINOVA
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DR
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

NICHOLAS CAMP
C/O UNIVERSITY OF TEXAS AT DALLAS
800 WEST CAMPBELL RD
RICHARDSON,TX75080 		NONE   SCHOLARSHIP 3,500

CLARA ROUSH
C/O UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX78249 		NONE   SCHOLARSHIP 3,500

ELIJAH ROUSH
C/O UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX78249 		NONE   SCHOLARSHIP 3,500

JACQUELINE EKMAN
C/O UNIVERSITY OF TEXAS PERMIAN BASIN
4901 E UNIVERSITY
ODESSA,TX79762 		NONE   SCHOLARSHIP 1,250

KEILAH ARMSTRONG
C/O STEPHEN F AUSTIN STATE UNIVERSITY
PO BOX 6079 SFA STATION 2102 ALUM
NACOGDOCHES,TX75962 		NONE   SCHOLARSHIP 1,250

LAKEN COLLEY
C/O UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYETTEVILLE,AR72701 		NONE   SCHOLARSHIP 3,500

MADELINE YEAGER
C/O UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL ROOM 110
NORMAN,OK73019 		NONE   SCHOLARSHIP 3,500

SHAE WHITNEY
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

JAMAL BOUTCHICH
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

BETHANY ELMS
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

CARSON BALL
C/O UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL ROOM 110
NORMAN,OK73019 		NONE   SCHOLARSHIP 3,500

YASMINE ALLY
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 2,650

MARCUS ALAGAR
C/O STANFORD UNIVERSITY
450 SERRA MALL
STANFORD,CA943052061 		NONE   SCHOLARSHIP 3,500

NATHALIA GOMEZ
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

DIVYA ADDEPALLE
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 600

CHRISTIAN MATHURIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 600

RICHARD GUO
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

MERRITT SAGER
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 600

ANA PAOLA LOPEZ-MALDONADO
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

MADISON SHERBROOK
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

CARSON GLENN
C/O UNIVERSITY OF TEXAS AT TYLER
3900 UNIVERSITY BLVD
TYLER,TX757996699 		NONE   SCHOLARSHIP 1,200

HAILEY YOUNG
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 3,500

JAZMYN DOSS
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

MIA PARKER
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

HAVALAH SIMON
C/O SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78627 		NONE   SCHOLARSHIP 3,500

EUNSUH CHO
HARVARD UNIVERSITY
MASSACHUSETTS HALL
Cambridge,MA02138 		NONE   SCHOLARSHIP 3,500

MIRANDA FUENTES
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE   SCHOLARSHIP 2,650

HALEY TISDALE
SYRACUSE UNIVERSITY
CROUSE HINDS HALL
SYRACUSE,NY132442130 		NONE   SCHOLARSHIP 3,500

ANGEL BATRES RODRIGUEZ
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

ASHLEY CHAPA
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

COLE BROOKS
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

TUVAN DINH
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

JESUS CRUZ
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

SEASON ALLAN
ABILENE CHRISTIAN UNIVERSITY
206 HARDIN ADMINISTRATION BUILDING
ABILENE,TX79699 		NONE   SCHOLARSHIP 3,500

YAN ZHEN HU
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

HANNAH MULLENS
AUSTIN COLLEGE
900 N GRAND AVE
SHERMAN,TX750904400 		NONE   SCHOLARSHIP 3,500

MASON ASKEW
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 1,750

ALEXIS FLORA
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 3,500

KIRSTIN WILLIAMS
TEXAS CHRISTIAN UNIVERSITY
2800 S UNIVERSITY DR
FORT WORTH,TX76129 		NONE   SCHOLARSHIP 3,500

MEGAN TUCKER
TEXAS A&M UNIVERSITY - CORPUS CHRISTI
6300 OCEAN DR
CORPUS CHRISTI,TX784125503 		NONE   SCHOLARSHIP 2,650

KORY THOMAS
UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE ST
BELTON,TX765132599 		NONE   SCHOLARSHIP 3,500

CARISSA ROLLMAN
UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE ST
BELTON,TX765132599 		NONE   SCHOLARSHIP 3,500

DRAKE BOFF
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 1,250

AMAR BOUTCHICH
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

CALEB NORCROSS
TEXAS TECH UNIVERSITY
15TH STREET AND AKRON
LUBBOCK,TX794095005 		NONE   SCHOLARSHIP 3,500

MEDEL GUTIERREZ
TEXAS A&M UNIVERSITY - GALVESTON
PO BOX 1675
GALVESTON,TX775531675 		NONE   SCHOLARSHIP 2,650

SNIT KIDANE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

SEALIN KWON
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

ANTHONY ALVARADO
UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX782491130 		NONE   SCHOLARSHIP 3,500

ALINAFE MATENGULA
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 3,500

KANTHI MAKINEEDI
DUKE UNIVERSITY
103 ALLEN BLDG
DURHAM,NC27708 		NONE   SCHOLARSHIP 3,500

CADE SALYER
ITHACA COLLEGE
953 DANBY RD
ITHACA,NY148507000 		NONE   SCHOLARSHIP 4,000

ELISA DIERKSMEIER
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

ALINKAR DURAN-MENCHACA
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

HEAVEN ESKANDAR
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

AVA HARPER
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

KAMRYN HAYNES
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE 110CH
BOSTON,MA02115 		NONE   SCHOLARSHIP 1,750

NOAH REUS
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

JACOB LEVINS
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 4,000

GARY SUNDERLAND
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 4,000

JALYSE RODRIGUEZ
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE   SCHOLARSHIP 600

ESMERALDA REYES
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

SOFIA OLGUIN
C/O UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

SEGEN KIDANE
C/O RICE UNIVERSITY
6100 S MAIN
HOUSTON,TX77005 		NONE   SCHOLARSHIP 4,000

WILLIAM HAMILTON
C/O TRINITY UNIVERSITY
ONE TRINITY PLACE
SAN ANTONIO,TX782127200 		NONE   SCHOLARSHIP 3,500

SOFYA BASHIROVA
C/O BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76798 		NONE   SCHOLARSHIP 3,500

PATRICK REYES
C/O UNIVERSITY OF MARY HARDIN-BAYLOR
900 COLLEGE STREET BOX 8003
BELTON,TX76513 		NONE   SCHOLARSHIP 3,500

LANDON CERVANTES
C/O TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVE
SAN MARCOS,TX78666 		NONE   SCHOLARSHIP 3,500

ASHLEY BODENHAMER
C/O UNIVERSITY OF ALABAMA
739 UNIVERSITY BOULEVARD
Tuscaloosa,AL354870100 		NONE   SCHOLARSHIP 3,500

IALIYAH SPRADLEY
C/O UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX782491130 		NONE   SCHOLARSHIP 3,500

CADE SHIROCKY
C/O TEXAS A&M UNIVERSITY-CENTRAL TEXAS
1001 LEADERSHIP PLACE
Killeen,TX76549 		NONE   SCHOLARSHIP 2,650

ANGELICA V FLORES
C/O UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DR
ARLINGTON,TX76013 		NONE   SCHOLARSHIP 3,500

FRANCESCA MATHURIN
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 42
LUBBOCK,TX794095005 		NONE   SCHOLARSHIP 300

THOMAS MULLENS
C/O TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,250

SELMA DAVILA
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 421
LUBBOCK,TX794095005 		NONE   SCHOLARSHIP 1,250

NIOBE GOMEZ
C/O TEXAS TECH UNIVERSITY
15TH STREET AND AKRON P O BOX 42
LUBBOCK,TX794095005 		NONE   SCHOLARSHIP 3,500

MADELEINE HUDGINS
TUFTS UNIVERSITY
BALLOU HALL 2ND FLOOR
Medford,MA02155 		NONE   SCHOLARSHIP 4,000

JENNA SCHROEDER
UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DR
Arlington,TX76013 		NONE   SCHOLARSHIP 3,500

HARSHINI ADDEPALLE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 600

KELLY ALFARO- GUANDIQUE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,500

MELISSA BROWN
GOUCHER COLLEGE
1021 DULANEY VALLEY ROAD
BALTIMORE,MD212042794 		NONE   SCHOLARSHIP 3,500

MADELYN BROWN
GOUCHER COLLEGE
1021 DULANEY VALLEY ROAD
BALTIMORE,MD212042794 		NONE   SCHOLARSHIP 1,750

EMELIA BRUTON
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 1,750

ANNIKA FLORA
SOUTHWESTERN UNIVERSITY
1001 UNIVERSITY AVE
GEORGETOWN,TX78626 		NONE   SCHOLARSHIP 3,500

HAILEY GONZALEZ
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

COLE FERGUSON
BAYLOR UNIVERSITY
1320 S 7TH STREET
WACO,TX76706 		NONE   SCHOLARSHIP 1,750

JAXSON MERCER
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

LUKE PAYNE
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

KARINA NUNEZ-CATANO
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500

THOMAS OMAN
TEXAS A&M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 3,500
Total ................................. 3a 456,300
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 ....     14 373,155  
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 ............ 		    18 246,572  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 124,090  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   743,817  
13Total. Add line 12, columns (b), (d), and (e)..................
13
743,817
(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 InvestmentsCorpBondsSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 556,176 495,060
54401E143 LORD ABBETT SHRT DUR 227,100 215,608
83002G108 SIX CIRCLES ULTR SHR 100,935 101,297
72201F490 PIMCO INCOME FUND-IN 116,739 110,331
921937603 VANGUARD TTL BD MKT 99,576 92,302
83002G702 SIX CIRCLES GLOBAL B 1,947,413 1,807,898
83002G884 SIX CIRCLES CREDIT O 217,826 229,668
464287440 ISHARES 7-10 YEAR TR    
921937835 VANGUARD TOTAL BOND 203,150 207,396
92203J407 VANGUARD TOTAL INTL 181,563 178,687
92206C870 VANGUARD INT-TERM CO 160,533 170,348
92206C771 VANGUARD MORTGAGE-BA 111,862 114,169
46429B267 ISHARES US TREASURY 287,344 283,254

TY 2025 InvestmentsCorpStockSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,299 6,007
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 436 6,448
548661107 LOWE'S COS INC 5,250 8,441
594918104 MICROSOFT CORP 1,395 41,108
609207105 MONDELEZ INTERNATION 977 2,422
617446448 MORGAN STANLEY 1,315 11,362
713448108 PEPSICO INC 2,521 3,875
882508104 TEXAS INSTRUMENTS IN 3,622 8,328
949746101 WELLS FARGO & CO 3,384 10,625
02079K107 ALPHABET INC-CL C 1,182 26,045
30303M102 META PLATFORMS INC-C 3,125 23,763
57636Q104 MASTERCARD INC - A 998 14,272
65339F101 NEXTERA ENERGY INC 3,453 6,262
78462F103 SPDR S&P 500 ETF TRU 468,446 1,636,608
91324P102 UNITEDHEALTH GROUP I 939 8,253
94106B101 WASTE CONNECTIONS IN 1,098 3,858
023135106 AMAZON.COM INC 2,172 27,698
037833100 APPLE INC 4,559 32,623
060505104 BANK OF AMERICA CORP 2,129 9,735
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 2,210 50,915
025816109 AMERICAN EXPRESS CO 2,134 7,769
315911750 FIDELITY 500 INDEX F 501,441 1,267,666
83002G306 SIX CIRCLES US UNCON 793,892 1,395,255
83002G405 SIX CIRCLES INTL UNC 660,889 928,307
00287Y109 ABBVIE INC 3,142 10,054
337738108 FISERV INC    
580135101 MCDONALD'S CORP 4,870 6,724
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 3,321 10,711
461202103 INTUIT INC 4,135 3,975
883556102 THERMO FISHER SCIENT 4,591 6,374
N07059210 ASML HOLDING NV-NY R 877 3,210
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 1,953 3,449
363576109 ARTHUR J GALLAGHER & 2,518 4,658
43300A203 HILTON WORLDWIDE HOL 2,525 5,745
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 172,023 178,632
46641Q217 JPMORGAN BETABUILDER 197,722 274,383
46641Q225 JPMORGAN BETABUILDER 95,772 182,745
46641Q233 JPMORGAN BETABUILDER 154,679 173,742
679580100 OLD DOMINION FREIGHT 2,795 3,136
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 2,602 6,370
30231G102 EXXON MOBIL CORP 4,047 9,266
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 2,565 5,010
78409V104 S&P GLOBAL INC 3,565 5,226
573284106 MARTIN MARIETTA MATE 3,268 4,981
842587107 THE SOUTHERN COMPANY 6,128 7,412
863667101 STRYKER CORP 3,841 4,569
872540109 TJX COMPANIES INC 2,395 4,608
G54950103 LINDE PLC 2,216 5,969
11135F101 BROADCOM INC 9,956 13,844
127387108 CADENCE DESIGN SYS I 3,064 3,126
254687106 WALT DISNEY CO/THE 6,920 6,940
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 4,675 4,595
126408103 CSX CORP 5,082 5,148
26884L109 EQT CORP 4,472 4,288
278865100 ECOLAB INC 5,709 5,775
29364G103 ENTERGY CORP 2,721 2,680
443201108 HOWMET AEROSPACE INC 5,436 6,971
478160104 JOHNSON & JOHNSON 8,347 10,348
81762P102 SERVICENOW INC 4,687 3,830
874039100 TAIWAN SEMICONDUCTOR 4,229 6,382
931142103 WALMART INC 3,902 4,456
G8994E103 TRANE TECHNOLOGIES P 6,008 5,838

TY 2025 InvestmentsOtherSchedule2
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 155,205 158,784
64128R608 NEUBERGER BERM LNG S AT COST 99,116 114,547
72201U638 PIMCO MRTG OPP & BND AT COST 57,657 56,750
83002G876 SIX CIRCLES MULTI-ST AT COST 333,544 332,774

TY 2025 OtherAssetsSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX ZAVALA CO TX ZAVALA   0 1
XXX-XX-XXXX T J BATES SVY ETC DE   0 235,028


TY 2025 OtherDecreasesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Amount
2025 TRANSACTION POSTED IN 2026 6,844
ROUNDING 8


TY 2025 OtherExpensesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 2,858 2,858   0
MINERAL INT-AD VALOREM TAX 2,377 2,377   0
SCHOL-P ADMIN DEBORAH SANDERFE 11,777 0   11,777
SCHOL-P ADMIN -TISH OWEN 3,970 0   3,970
MISC EXPENSE-SCHOL-P 619 0   619
MAILING-SCHOL- P RELATED 151 0   151


TY 2025 OtherIncomeSchedule2
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 124,090 124,090  


TY 2025 OtherIncreasesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Description Amount
RECOVERY OF PRIOR YEAR GRANTS 2,925
2024 TRANSACTION POSTED IN 2025 7,123


TY 2025 OtherProfessionalFeesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 7,309 7,309    


TY 2025 TaxesSchedule
Name:
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
EIN:
74-1907673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 63 63   0
FEDERAL TAX PAYMENT - PRIOR YE 3,444 0   0
FEDERAL ESTIMATES - INCOME 4,556 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,742 2,742   0
FOREIGN TAXES ON NONQUALIFIED 787 787   0