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
SCOTT LOUISE ORR-FDN XXXXX4004
 
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

23-7075547
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)$14,936,802J 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... 465,528 465,528  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 512,401
b Gross sales price for all assets on line 6a 1,625,444
7 Capital gain net income (from Part IV, line 2)... 512,401
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........ 977,929 977,929  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,750 78,750   40,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
810 0 0 810
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,656 828 0 828
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
15,026 4,892   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
200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,442 84,470 0 41,838
25 Contributions, gifts, grants paid....... 622,883 622,883
26 Total expenses and disbursements. Add lines 24 and 25 ................ 759,325 84,470 0 664,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 218,604
b Net investment income (if negative, enter -0-) 893,459
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............. 107,408 81,530 81,530
2 Savings and temporary cash investments......... 255,229 284,414 284,414
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,701,308 Click to see attachment
List of Attached Documents:
// Content
4,834,345 		8,572,659
c Investments—corporate bonds (attach schedule)....... 6,267,125 Click to see attachment
List of Attached Documents:
// Content
6,349,137 		5,998,199
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 11,331,070 11,549,426 14,936,802
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........ 11,331,070 11,549,426
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)..... 11,331,070 11,549,426
30 Total liabilities and net assets/fund balances (see instructions). 11,331,070 11,549,426
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
11,331,070
2
Enter amount from Part I, line 27a .....................
2
218,604
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
9,469
4
Add lines 1, 2, and 3 ..........................
4
11,559,143
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
9,717
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,549,426
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 . ALEXION PHARMACEUTICALS INC     2025-01-03
b 1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 6. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
d 4. LILLY ELI & CO   2020-11-24 2025-01-27
e 131. MONSTER BEVERAGE CORP     2025-01-27
1. MONSTER BEVERAGE CORP   2022-08-24 2025-01-27
57. MONSTER BEVERAGE CORP     2025-01-27
7. MONSTER BEVERAGE CORP   2022-08-24 2025-01-28
. VALEANT PHARMACEUTICALS INTE     2025-02-10
30. APPLE COMPUTER INC     2025-02-13
9. NXP SEMICONDUCTORS NV     2025-02-13
3. NXP SEMICONDUCTORS NV   2020-11-02 2025-02-13
4. NXP SEMICONDUCTORS NV   2020-11-02 2025-02-13
22. HONEYWELL INTL INC     2025-03-25
5. HONEYWELL INTL INC   2013-10-23 2025-03-25
23. HONEYWELL INTL INC   2013-10-23 2025-03-26
8. HONEYWELL INTL INC   2013-10-23 2025-03-26
7. HONEYWELL INTL INC   2025-01-24 2025-03-26
5. HONEYWELL INTL INC   2013-10-23 2025-03-26
8. HONEYWELL INTL INC   2025-01-24 2025-03-27
8. HONEYWELL INTL INC   2025-01-24 2025-03-27
46. APPLE COMPUTER INC   2014-04-29 2025-04-04
23. APPLE COMPUTER INC   2014-04-29 2025-04-09
56. NORFOLK SOUTHN CORP     2025-04-09
29. NORFOLK SOUTHN CORP     2025-04-09
6. REGENERON PHARMACEUTICALS INC     2025-04-28
44. EXXON MOBIL CORP     2025-05-01
51. EXXON MOBIL CORP     2025-05-01
38. ALPHABET INC-CL C     2025-05-22
6. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
3. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
48. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-22
7. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
5. NXP SEMICONDUCTORS NV     2025-05-22
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-23
3. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-23
10625.36 SIX CIRCLES INTL UNCON EQ   2018-10-18 2025-06-11
42. JPMORGAN BETABUILDERS CANADA   2020-06-17 2025-06-17
222. JPMORGAN BETABUILDERS CANADA   2020-06-17 2025-06-17
3120.948 SIX CIRCLES INTL UNCON EQ   2018-10-18 2025-06-17
75. FISERV INC     2025-06-20
13. MASTERCARD INC - CLASS A   2013-05-09 2025-06-20
13. REGENERON PHARMACEUTICALS INC     2025-06-20
21. BROADCOM INC   2024-12-17 2025-07-11
7. FISERV INC     2025-07-11
43. FISERV INC     2025-07-11
31. FISERV INC   2023-11-20 2025-07-11
37. INTUITIVE SURGICAL INC NEW     2025-07-11
2. INGERSOLL RAND INC   2021-05-17 2025-08-01
130. INGERSOLL RAND INC     2025-08-01
184. BRISTOL MYERS SQUIBB CO     2025-08-21
40. BRISTOL MYERS SQUIBB CO     2025-08-21
2. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
39. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
8. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
26. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
19. OTIS WORLDWIDE CORP     2025-08-22
61. OTIS WORLDWIDE CORP     2025-08-22
3. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
32. OTIS WORLDWIDE CORP     2025-08-22
40. OTIS WORLDWIDE CORP     2025-08-22
1. BOOKING HOLDINGS INC   2020-06-24 2025-09-08
19. BOSTON SCIENTIFIC CORP     2025-09-08
23. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
39. CONOCOPHILLIPS   2021-03-03 2025-09-08
1. CONOCOPHILLIPS   2021-03-03 2025-09-08
26. CONOCOPHILLIPS     2025-09-08
17. SALESFORCE.COM INC   2024-03-20 2025-09-08
14. SALESFORCE.COM INC   2024-03-20 2025-09-08
8. LINDE PLC   2019-04-25 2025-09-08
5. LINDE PLC   2019-04-25 2025-09-08
16. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
7. ABBVIE INC   2019-11-11 2025-09-11
14. ALPHABET INC-CL C   2014-09-09 2025-09-11
19. AMAZON COM INC   2015-06-30 2025-09-11
4. AMERICAN EXPRESS CO   2019-05-16 2025-09-11
29. BANK OF AMERICA CORPORATION   2016-11-09 2025-09-11
9. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-11
29. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
124. BRISTOL MYERS SQUIBB CO     2025-09-11
2. CADENCE DESIGN SYS INC   2024-11-13 2025-09-11
11. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-09-11
7. CONOCOPHILLIPS     2025-09-11
8. DISNEY WALT CO   2024-11-21 2025-09-11
3. ECOLAB INC   2025-05-01 2025-09-11
12. EXXON MOBIL CORP     2025-09-11
6. FACEBOOK INC-A   2015-11-18 2025-09-11
3. ARTHUR J GALLAGHER & CO   2021-04-27 2025-09-11
4. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-09-11
25. INGERSOLL RAND INC     2025-09-11
3. INGERSOLL RAND INC   2021-10-21 2025-09-11
3. INGERSOLL RAND INC   2021-10-21 2025-09-11
54. INGERSOLL RAND INC   2025-07-11 2025-09-11
8. INGERSOLL RAND INC   2021-10-21 2025-09-11
7. JOHNSON & JOHNSON   2025-07-11 2025-09-11
1. LILLY ELI & CO   2020-11-25 2025-09-11
2. MARTIN MARIETTA MATLS INC   2023-09-25 2025-09-11
3. MASTERCARD INC - CLASS A   2013-05-09 2025-09-11
4. MCDONALDS CORP   2019-06-10 2025-09-11
14. MICROSOFT CORP   2013-09-11 2025-09-11
9. MONDELEZ INTERNATIONAL-W/I   2014-08-13 2025-09-11
12. MORGAN STANLEY DEAN WITTER & CO NEW     2025-09-11
11. NEXTERA ENERGY INC   2021-11-02 2025-09-11
43. NVIDIA CORP   2018-10-08 2025-09-11
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-09-11
6. PEPSICO INC     2025-09-11
6. PROGRESSIVE CORP OHIO   2022-04-07 2025-09-11
1. S&P GLOBAL INC   2022-12-02 2025-09-11
9. SALESFORCE.COM INC   2024-03-20 2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
17. SALESFORCE.COM INC     2025-09-11
15. SOUTHERN CO   2023-12-18 2025-09-11
2. STRYKER CORP   2023-09-12 2025-09-11
5. TJX COS INC NEW   2023-02-07 2025-09-11
3. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-05-22 2025-09-11
8. TEXAS INSTRS INC   2016-03-10 2025-09-11
2. THERMO ELECTRON CORP     2025-09-11
4. UNITEDHEALTH GROUP INC   2014-05-08 2025-09-11
6. WAL MART STORES INC     2025-09-11
5. WASTE CONNECTIONS INC   2016-07-26 2025-09-11
21. WELLS FARGO & CO NEW   2020-12-15 2025-09-11
3. EATON CORP PLC     2025-09-11
2. LINDE PLC   2019-04-25 2025-09-11
56. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
697. JPMORGAN BETABUILDERS JAPAN ETF   2023-07-13 2025-09-12
4999.291 SIX CIRCLES US UNCONSTR EQ   2018-10-18 2025-09-12
50. CONOCOPHILLIPS     2025-09-23
27. SALESFORCE.COM INC   2024-10-01 2025-09-23
20. SALESFORCE.COM INC     2025-09-23
34. PROGRESSIVE CORP OHIO     2025-10-10
77. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
3. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
20. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
2. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
3. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
30981.055 SIX CIRCLES CREDIT OPPORT     2025-10-21
24. VANGUARD MORTGAGE-BACKED SEC   2020-10-29 2025-10-21
1. VANGUARD MORTGAGE-BACKED SEC   2020-10-29 2025-10-21
1702. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
2809. VANGUARD MORTGAGE-BACKED SEC     2025-10-21
19. ABBVIE INC     2025-10-23
35. ALPHABET INC-CL C   2014-09-09 2025-10-23
19. AMAZON COM INC   2015-06-30 2025-10-23
32. AMAZON COM INC     2025-10-23
9. AMERICAN EXPRESS CO   2019-06-10 2025-10-23
68. APPLE COMPUTER INC     2025-10-23
75. BANK OF AMERICA CORPORATION   2016-11-09 2025-10-23
1. BOOKING HOLDINGS INC   2020-09-30 2025-10-23
27. BOSTON SCIENTIFIC CORP   2016-12-05 2025-10-23
25. BROADCOM INC   2024-12-17 2025-10-23
4. CADENCE DESIGN SYS INC     2025-10-23
9. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-10-23
20. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-10-23
19. CONOCOPHILLIPS     2025-10-23
2. COSTCO WHSL CORP NEW   2021-10-27 2025-10-23
21. DISNEY WALT CO   2024-11-21 2025-10-23
10. ECOLAB INC   2025-05-01 2025-10-23
33. EXXON MOBIL CORP   2020-04-27 2025-10-23
15. FACEBOOK INC-A     2025-10-23
8. ARTHUR J GALLAGHER & CO     2025-10-23
8. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-10-23
20. HOWMET AEROSPACE INC   2025-03-25 2025-10-23
3. INTUIT   2025-09-23 2025-10-23
24. JOHNSON & JOHNSON   2025-07-11 2025-10-23
2. LILLY ELI & CO   2020-11-25 2025-10-23
15. LOWES COS INC   2011-09-28 2025-10-23
4. MARTIN MARIETTA MATLS INC     2025-10-23
12. MASTERCARD INC - CLASS A   2013-05-09 2025-10-23
11. MCDONALDS CORP   2019-06-10 2025-10-23
9. MICROSOFT CORP   2013-09-11 2025-10-23
27. MICROSOFT CORP   2013-09-11 2025-10-23
24. MONDELEZ INTERNATIONAL-W/I     2025-10-23
27. MORGAN STANLEY DEAN WITTER & CO NEW   2015-06-04 2025-10-23
37. NEXTERA ENERGY INC     2025-10-23
115. NVIDIA CORP   2018-10-08 2025-10-23
10. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-10-23
14. PEPSICO INC   2016-02-24 2025-10-23
13. PROGRESSIVE CORP OHIO     2025-10-23
4. S&P GLOBAL INC   2022-12-02 2025-10-23
3. SERVICENOW INC   2025-09-08 2025-10-23
40. SOUTHERN CO     2025-10-23
6. STRYKER CORP   2023-09-12 2025-10-23
12. TJX COS INC NEW   2023-02-07 2025-10-23
9. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-05-22 2025-10-23
20. TEXAS INSTRS INC   2016-03-10 2025-10-23
5. THERMO ELECTRON CORP     2025-10-23
11. UNITEDHEALTH GROUP INC   2014-05-08 2025-10-23
17. WAL MART STORES INC     2025-10-23
9. WASTE CONNECTIONS INC     2025-10-23
54. WELLS FARGO & CO NEW   2020-12-15 2025-10-23
9. EATON CORP PLC   2021-02-19 2025-10-23
6. LINDE PLC     2025-10-23
9. TRANE TECHNOLOGIES PLC   2025-03-25 2025-10-23
2. ASML HOLDING NV-NY REG SHS     2025-10-23
17. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
99. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
88. CANADIAN PACIFIC KANSAS CITY     2025-11-03
3. MCDONALDS CORP   2019-06-10 2025-11-03
14. MCDONALDS CORP     2025-11-03
39. CANADIAN PACIFIC KANSAS CITY     2025-11-04
4. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
3. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
57. CONOCOPHILLIPS     2025-11-21
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-21
12. BROADCOM INC     2025-11-24
2. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-24
4. ASML HOLDING NV-NY REG SHS     2025-11-24
2. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-25
3. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
18. MONDELEZ INTERNATIONAL-W/I     2025-12-03
27. MONDELEZ INTERNATIONAL-W/I     2025-12-03
7. PEPSICO INC   2016-02-24 2025-12-03
20. PEPSICO INC     2025-12-03
11. SOUTHERN CO     2025-12-03
24. SOUTHERN CO     2025-12-03
2. CONOCOPHILLIPS   2022-02-08 2025-12-24
10. CONOCOPHILLIPS   2022-02-08 2025-12-24
33. CONOCOPHILLIPS     2025-12-24
11. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-24
1. CONOCOPHILLIPS   2022-03-03 2025-12-26
18. CONOCOPHILLIPS     2025-12-26
16. CONOCOPHILLIPS   2022-05-19 2025-12-26
10. 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    
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    
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 48     48
b 940   488 452
c 5,639   2,931 2,708
d 3,199   580 2,619
e 6,479   6,019 460
50   45 5
2,834   2,574 260
342   316 26
44     44
7,113   603 6,510
1,970   1,171 799
652   411 241
872   547 325
4,664   1,688 2,976
1,058   413 645
4,927   1,899 3,028
1,707   661 1,046
1,492   1,587 -95
1,066   413 653
1,714   1,814 -100
1,709   1,814 -105
9,073   973 8,100
4,093   487 3,606
11,850   8,711 3,139
6,004   6,507 -503
3,626   3,085 541
4,683   3,096 1,587
5,439   3,015 2,424
6,686   1,107 5,579
1,237   821 416
597   411 186
9,585   9,778 -193
199   168 31
1,386   1,565 -179
990   841 149
398   447 -49
200   224 -24
382   447 -65
577   671 -94
137,598   97,753 39,845
3,356   1,903 1,453
17,739   10,059 7,680
39,667   28,713 10,954
12,246   9,412 2,834
6,910   718 6,192
6,624   8,371 -1,747
5,767   5,005 762
1,159   882 277
7,156   7,623 -467
5,159   3,842 1,317
18,944   11,645 7,299
151   98 53
9,843   6,656 3,187
8,928   10,344 -1,416
1,950   2,929 -979
177   207 -30
3,444   4,045 -601
700   830 -130
2,279   2,697 -418
1,688   1,971 -283
5,418   6,415 -997
266   299 -33
2,846   3,185 -339
3,536   3,979 -443
5,600   1,615 3,985
2,058   393 1,665
2,486   476 2,010
3,555   2,095 1,460
91   54 37
2,364   1,393 971
4,274   5,173 -899
3,515   4,260 -745
3,786   1,410 2,376
2,366   881 1,485
1,737   331 1,406
1,541   598 943
3,364   408 2,956
4,390   413 3,977
1,319   480 839
1,471   519 952
938   186 752
1,381   1,527 -146
5,905   9,032 -3,127
712   613 99
830   758 72
657   374 283
931   914 17
819   758 61
1,350   619 731
4,519   647 3,872
897   416 481
1,112   508 604
2,049   1,353 696
244   161 83
244   161 83
4,383   4,768 -385
649   430 219
1,243   1,093 150
759   144 615
1,255   814 441
1,767   166 1,601
1,232   804 428
7,001   460 6,541
563   317 246
1,878   434 1,444
782   940 -158
7,612   288 7,324
150   145 5
865   593 272
1,483   704 779
550   360 190
2,211   2,739 -528
494   609 -115
4,189   5,131 -942
1,376   1,070 306
773   589 184
702   399 303
775   582 193
1,476   442 1,034
980   929 51
1,421   311 1,110
612   579 33
889   248 641
1,703   623 1,080
1,084   384 700
962   352 610
2,641   2,948 -307
46,521   36,642 9,879
98,836   49,843 48,993
4,681   3,112 1,569
6,634   7,316 -682
4,914   5,206 -292
8,176   3,987 4,189
6,007   2,286 3,721
990   1,141 -151
6,614   7,606 -992
661   761 -100
992   1,141 -149
281,618   268,336 13,282
1,138   1,299 -161
47   54 -7
80,679   78,511 2,168
133,154   145,540 -12,386
4,335   1,621 2,714
8,913   1,020 7,893
4,179   413 3,766
7,042   699 6,343
3,167   1,107 2,060
17,598   1,517 16,081
3,859   1,342 2,517
5,165   1,709 3,456
2,786   559 2,227
8,642   5,959 2,683
1,325   1,226 99
684   620 64
1,520   1,378 142
1,713   1,459 254
1,878   977 901
2,361   2,399 -38
2,746   2,527 219
3,819   1,144 2,675
11,077   1,876 9,201
2,260   1,108 1,152
2,169   1,016 1,153
3,923   2,747 1,176
2,015   2,096 -81
4,616   3,746 870
1,633   288 1,345
3,621   302 3,319
2,500   1,633 867
6,883   663 6,220
3,382   2,212 1,170
4,701   295 4,406
14,109   886 13,223
1,474   909 565
4,283   1,053 3,230
3,060   3,153 -93
20,917   771 20,146
1,368   1,451 -83
2,132   1,383 749
2,863   1,524 1,339
1,925   1,441 484
2,787   2,780 7
3,866   2,854 1,012
2,278   1,768 510
1,718   958 760
2,638   1,747 891
3,426   1,104 2,322
2,833   2,702 131
3,941   854 3,087
1,808   1,642 166
1,601   469 1,132
4,555   1,603 2,952
3,299   1,152 2,147
2,700   1,067 1,633
3,700   3,270 430
2,056   586 1,470
1,203   1,172 31
6,997   6,823 174
71   69 2
6,204   6,093 111
887   603 284
4,143   2,981 1,162
2,749   3,183 -434
282   326 -44
211   244 -33
4,986   4,621 365
605   409 196
4,489   2,858 1,631
1,205   817 388
3,959   1,174 2,785
1,230   817 413
1,868   1,226 642
1,008   709 299
1,507   1,064 443
1,043   691 352
2,963   1,996 967
973   788 185
2,096   1,719 377
184   183 1
924   913 11
3,045   3,088 -43
2,505   1,316 1,189
92   97 -5
1,644   1,800 -156
1,474   1,671 -197
2,272   1,196 1,076
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
      115,074
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       48
b       452
c       2,708
d       2,619
e       460
      5
      260
      26
      44
      6,510
      799
      241
      325
      2,976
      645
      3,028
      1,046
      -95
      653
      -100
      -105
      8,100
      3,606
      3,139
      -503
      541
      1,587
      2,424
      5,579
      416
      186
      -193
      31
      -179
      149
      -49
      -24
      -65
      -94
      39,845
      1,453
      7,680
      10,954
      2,834
      6,192
      -1,747
      762
      277
      -467
      1,317
      7,299
      53
      3,187
      -1,416
      -979
      -30
      -601
      -130
      -418
      -283
      -997
      -33
      -339
      -443
      3,985
      1,665
      2,010
      1,460
      37
      971
      -899
      -745
      2,376
      1,485
      1,406
      943
      2,956
      3,977
      839
      952
      752
      -146
      -3,127
      99
      72
      283
      17
      61
      731
      3,872
      481
      604
      696
      83
      83
      -385
      219
      150
      615
      441
      1,601
      428
      6,541
      246
      1,444
      -158
      7,324
      5
      272
      779
      190
      -528
      -115
      -942
      306
      184
      303
      193
      1,034
      51
      1,110
      33
      641
      1,080
      700
      610
      -307
      9,879
      48,993
      1,569
      -682
      -292
      4,189
      3,721
      -151
      -992
      -100
      -149
      13,282
      -161
      -7
      2,168
      -12,386
      2,714
      7,893
      3,766
      6,343
      2,060
      16,081
      2,517
      3,456
      2,227
      2,683
      99
      64
      142
      254
      901
      -38
      219
      2,675
      9,201
      1,152
      1,153
      1,176
      -81
      870
      1,345
      3,319
      867
      6,220
      1,170
      4,406
      13,223
      565
      3,230
      -93
      20,146
      -83
      749
      1,339
      484
      7
      1,012
      510
      760
      891
      2,322
      131
      3,087
      166
      1,132
      2,952
      2,147
      1,633
      430
      1,470
      31
      174
      2
      111
      284
      1,162
      -434
      -44
      -33
      365
      196
      1,631
      388
      2,785
      413
      642
      299
      443
      352
      967
      185
      377
      1
      11
      -43
      1,189
      -5
      -156
      -197
      1,076
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 512,401
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 12,419
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 12,419
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 12,419
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,996
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 6,996
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 5,423
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)
OH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 addressNA
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)
 
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		118,750    
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
14,181,823
b
Average of monthly cash balances.......................
1b
190,881
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,372,704
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
14,372,704
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
215,591
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,157,113
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
707,856
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
707,856
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,419
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,419
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
695,437
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
695,437
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
695,437
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
664,721
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
664,721
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 7 695,437
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 622,884
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: $ 664,721
a Applied to 2024, but not more than line 2a 622,884
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..... 41,837
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 .......... 		653,600
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
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

OSU COLLEGE OF MEDICINE
ATTN J HOOBLER-OFFC TRUSTS & ESTATE
2400 OLENTANGY RIVER RD
COLUMBUS,OH432101027 		NONE   GENERAL 225,795

THE COLLEGE OF WOOSTER
ATTN SARA L PATTON
1101 N BEVER ST
WOOSTER,OH44691 		NONE   GENERAL 171,293

OSU COLLEGE OF PHARMACY

500 W 12TH AVE
COLUMBUS,OH43210 		NONE   GENERAL 225,795
Total ................................. 3a 622,883
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 ....     14 465,528  
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 ............ 		    18 512,401  
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) ..   977,929  
13Total. Add line 12, columns (b), (d), and (e)..................
13
977,929
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 1,656 828   828

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Statement:
THE OHIO ATTORNEY GENERAL REQUIRES THAT CHARITABLE ORGANIZATIONS OPERATING OR ORGANIZED WITHIN THE STATE SUBMIT AN ANNUAL REGISTRATION THROUGH AN ONLINE PORTAL THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THE TRUST COMPLETES THIS REGISTRATION AS REQUIRED IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO COMPLY WITH THE SPECIFIC REPORTING INSTRUCTIONS OF THE STATE OF OHIO.

TY 2025 InvestmentsCorpBondsSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 988,899 862,879
921937603 VANGUARD TTL BD MKT 592,792 528,997
83002G108 SIX CIRCLES ULTR SHR 125,108 125,418
83002G702 SIX CIRCLES GLOBAL B 2,512,558 2,324,487
83002G884 SIX CIRCLES CREDIT O 288,677 296,187
92203J407 VANGUARD TOTAL INTL 668,938 656,765
92206C771 VANGUARD MORTGAGE-BA 216,390 220,852
46429B267 ISHARES US TREASURY 367,463 365,269
72201F490 PIMCO INCOME FUND-IN 132,657 140,268
92206C870 VANGUARD INT-TERM CO 264,904 281,903
921937835 VANGUARD TOTAL BOND 190,751 195,174

TY 2025 InvestmentsCorpStockSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 6,221 21,931
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 5,491 22,568
548661107 LOWE'S COS INC 25,301 30,386
594918104 MICROSOFT CORP 23,124 149,439
609207105 MONDELEZ INTERNATION 8,906 8,667
617446448 MORGAN STANLEY 9,463 40,832
713448108 PEPSICO INC 13,198 13,921
882508104 TEXAS INSTRUMENTS IN 23,660 30,014
949746101 WELLS FARGO & CO 18,260 37,932
02079K107 ALPHABET INC-CL C 14,187 94,768
30303M102 META PLATFORMS INC-C 25,723 87,132
57636Q104 MASTERCARD INC - A 26,398 51,950
65339F101 NEXTERA ENERGY INC 22,895 22,559
78462F103 SPDR S&P 500 ETF TRU 768,472 2,463,777
91324P102 UNITEDHEALTH GROUP I 17,412 30,370
94106B101 WASTE CONNECTIONS IN 6,308 14,204
023135106 AMAZON.COM INC 43,269 100,176
037833100 APPLE INC 57,134 118,259
060505104 BANK OF AMERICA CORP 21,344 35,310
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 20,251 184,262
025816109 AMERICAN EXPRESS CO 9,276 27,376
315911750 FIDELITY 500 INDEX F 158,381 181,765
83002G306 SIX CIRCLES US UNCON 1,235,049 1,822,544
83002G405 SIX CIRCLES INTL UNC 904,828 1,213,984
00287Y109 ABBVIE INC 15,123 36,101
337738108 FISERV INC    
580135101 MCDONALD'S CORP 20,593 23,839
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 10,777 32,132
461202103 INTUIT INC 15,086 14,573
883556102 THERMO FISHER SCIENT 20,489 23,178
N07059210 ASML HOLDING NV-NY R 7,077 11,768
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 7,228 12,073
363576109 ARTHUR J GALLAGHER & 9,570 17,339
43300A203 HILTON WORLDWIDE HOL 8,971 20,395
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 221,858 230,382
46641Q225 JPMORGAN BETABUILDER 128,960 264,678
46641Q233 JPMORGAN BETABUILDER 197,504 210,224
679580100 OLD DOMINION FREIGHT 10,039 11,133
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 9,606 22,933
30231G102 EXXON MOBIL CORP 27,369 33,334
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 9,513 18,218
78409V104 S&P GLOBAL INC 12,475 18,291
46641Q217 JPMORGAN BETABUILDER 288,396 361,582
573284106 MARTIN MARIETTA MATE 12,999 18,680
842587107 THE SOUTHERN COMPANY 24,046 26,683
863667101 STRYKER CORP 13,904 16,519
872540109 TJX COMPANIES INC 8,972 16,743
G54950103 LINDE PLC 12,365 22,172
11135F101 BROADCOM INC 38,783 50,531
127387108 CADENCE DESIGN SYS I 11,036 11,253
254687106 WALT DISNEY CO/THE 25,005 25,029
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 16,641 16,352
126408103 CSX CORP 18,361 18,596
26884L109 EQT CORP 16,153 15,490
278865100 ECOLAB INC 21,014 21,002
29364G103 ENTERGY CORP 9,852 9,705
443201108 HOWMET AEROSPACE INC 20,201 25,422
478160104 JOHNSON & JOHNSON 30,396 37,251
81762P102 SERVICENOW INC 17,818 14,553
874039100 TAIWAN SEMICONDUCTOR 15,364 23,096
931142103 WALMART INC 14,305 16,266
G8994E103 TRANE TECHNOLOGIES P 21,945 21,017

TY 2025 LegalFeesSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 810     810


TY 2025 OtherDecreasesSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Description Amount
2025 TRANSACTION POSTED IN 2026 9,706
ROUNDING 11


TY 2025 OtherExpensesSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 200 0   200


TY 2025 OtherIncreasesSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Description Amount
2024 TRANSACTION POSTED IN 2025 9,469


TY 2025 TaxesSchedule
Name:
SCOTT LOUISE ORR-FDN XXXXX4004
EIN:
23-7075547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 233 233   0
FEDERAL TAX PAYMENT - PRIOR YE 3,138 0   0
FEDERAL ESTIMATES - INCOME 6,996 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,584 3,584   0
FOREIGN TAXES ON NONQUALIFIED 1,075 1,075   0