TY 2025 Form 990PF

- TIN:

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
SAXER FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 501 NORTH BROADWAY
Room/suite

City or town
ST LOUIS

State or province
MO

Country

ZIP or foreign postal code
63102

A Employer identification number

47-2294729

B Telephone number (see instructions)

3143424450

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,900,868J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	104,245
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	88,700		88,273
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		795,680
b	Gross sales price for all assets on line 6a 2,131,520
7	Capital gain net income (from Part IV, line 2)...			795,680
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........	988,625		883,953
13	Compensation of officers, directors, trustees, etc.
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).......	List of Attached Documents: // Content	629	472	0	157
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	53,250	39,938		13,312
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	36,579	1,270		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).......	List of Attached Documents: // Content	546	409		136
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	91,004		42,089	0	13,605
25	Contributions, gifts, grants paid.......	780,000				780,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	871,004		42,089	0	793,605
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	117,621
b	Net investment income (if negative, enter -0-)			841,864
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	106,337	138,447	138,447
	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).......	3,258,511	3,335,395	4,762,421
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			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)	3,364,848	3,473,842	4,900,868
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,364,848	3,473,842
	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).....	3,364,848	3,473,842
	30	Total liabilities and net assets/fund balances (see instructions).	3,364,848	3,473,842

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,364,848

Enter amount from Part I, line 27a .....................

117,621

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

3,610

Add lines 1, 2, and 3 ..........................

3,486,079

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

12,237

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

3,473,842

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	37. AMERICAN INTL GROUP INC COM NEW		2022-08-29	2025-01-07
b	28. AMERICAN INTL GROUP INC COM NEW		2022-08-29	2025-01-08
c	7. MARVELL TECHNOLOGY GROUP LTD COM		2024-02-09	2025-01-08
d	27. APPLE COMPUTER INC		2022-10-12	2025-01-10
e	16. SEMPRA ENERGY COM		2024-07-16	2025-01-10
	7. ADOBE SYSTEMS INC		2022-10-12	2025-01-13
	96. SEMPRA ENERGY COM		2024-07-16	2025-01-13
	61. BROADCOM INC COM		2024-11-25	2025-01-14
	71. SEMPRA ENERGY COM		2024-06-04	2025-01-14
	19. WAL-MART STORES INC.		2020-06-19	2025-01-14
	16. APOLLO GLOBAL MGMT INC COM		2022-10-12	2025-01-15
	17. ECOLAB INC COM		2020-06-19	2025-01-15
	70. SEMPRA ENERGY COM		2024-06-04	2025-01-15
	35. ORACLE CORP		2022-10-12	2025-01-16
	2. AMERICAN TOWER CORP NEW COM		2020-06-19	2025-01-17
	30. JOHNSON & JOHNSON		2022-12-05	2025-01-17
	15. VULCAN MATERIALS COMPANY		2023-12-21	2025-01-21
	8. ADOBE SYSTEMS INC		2017-07-19	2025-01-22
	19. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-08-29	2025-01-22
	34. ADOBE SYSTEMS INC		2024-11-12	2025-01-23
	12. ADOBE SYSTEMS INC		2017-07-19	2025-01-23
	16. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-08-29	2025-01-23
	17. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-08-29	2025-01-24
	9. AIR PRODS & CHEMS INC COM		2024-03-04	2025-01-27
	7. ARISTA NETWORKS INC COM NEW		2023-10-05	2025-01-27
	38. MARVELL TECHNOLOGY GROUP LTD COM		2024-02-09	2025-01-27
	23. ORACLE CORP		2024-01-23	2025-01-27
	77. ORACLE CORP		2020-06-19	2025-01-27
	21. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-10-12	2025-01-27
	60. ARISTA NETWORKS INC COM NEW		2023-10-05	2025-01-28
	51. NVIDIA CORP COM		2024-12-12	2025-01-28
	8. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2024-03-21	2025-01-28
	8. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-10-12	2025-01-28
	37. BROADCOM INC COM		2022-10-12	2025-01-29
	8. ORACLE CORP		2024-01-23	2025-01-29
	180. COMCAST CORP NEW CL A		2022-10-12	2025-01-30
	103.46108 COMCAST CORP NEW CL A		2024-03-21	2025-02-03
	59.53892 COMCAST CORP NEW CL A		2024-03-21	2025-02-03
	14. COMCAST CORP NEW CL A		2022-10-12	2025-02-03
	44. GILEAD SCIENCES COMMON		2023-07-17	2025-02-03
	46. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2024-03-21	2025-02-03
	110. MONDELEZ INTL INC CL A		2024-03-21	2025-02-05
	54. MONDELEZ INTL INC CL A		2020-06-19	2025-02-05
	5. GILEAD SCIENCES COMMON		2024-03-19	2025-02-07
	50. GILEAD SCIENCES COMMON		2023-11-20	2025-02-07
	1. CANADIAN PACIFIC KANSAS CITY COM		2022-08-29	2025-02-10
	171. COMCAST CORP NEW CL A		2024-03-21	2025-02-10
	12. META PLATFORM, INC.		2023-03-16	2025-02-10
	116. GILEAD SCIENCES COMMON		2024-03-21	2025-02-10
	14. ELI LILLY & CO		2024-11-11	2025-02-10
	4. NVIDIA CORP COM		2024-12-12	2025-02-10
	21. WASTE MGMT INC DEL		2022-10-12	2025-02-10
	11. ASML HOLDING N V NYREGISTRY SHS		2023-06-07	2025-02-10
	24. MERCK & CO INC NEW COM		2024-05-07	2025-02-13
	48. MERCK & CO INC NEW COM		2020-06-19	2025-02-13
	80. AMERICAN INTL GROUP INC COM NEW		2022-10-12	2025-02-19
	19. BERKSHIRE HATHAWAY INC DEL CL B NEW		2020-06-19	2025-02-24
	19. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-08-29	2025-02-24
	34. US BANCORP		2023-12-14	2025-02-24
	68. JOHNSON & JOHNSON		2022-12-27	2025-02-25
	45. PROCTER & GAMBLE CO		2020-06-19	2025-02-25
	2. J P MORGAN CHASE & CO		2023-03-13	2025-02-27
	15. APPLE COMPUTER INC		2023-03-06	2025-03-03
	10. US BANCORP		2024-03-21	2025-03-03
	124. US BANCORP		2023-12-14	2025-03-03
	83. EQT CORP COM		2024-12-02	2025-03-06
	6. STRYKER CORP COMMON		2022-10-31	2025-03-10
	13. T MOBILE US INC COM		2024-01-26	2025-03-10
	46. WAL-MART STORES INC.		2020-06-19	2025-03-10
	49. BECTON DICKINSON & CO COM		2024-02-12	2025-03-11
	89. COCA-COLA COMPANY		2022-10-12	2025-03-11
	1. DIAGEO PLC SPONSORED ADR NEW		2023-02-21	2025-03-11
	14. MICROSOFT CORP COMMON		2022-10-12	2025-03-11
	226. NESTLE S A SPONSORED ADR REPSTG REG SH		2024-03-08	2025-03-11
	14. NORTHROP GRUMMAN CORP		2023-06-30	2025-03-11
	4. VISA INC COM CL A		2023-12-21	2025-03-11
	17. ALPHABET INC CAP STK CL A		2023-11-30	2025-03-18
	11. APPLE COMPUTER INC		2023-03-13	2025-03-18
	39. MARVELL TECHNOLOGY GROUP LTD COM		2024-03-21	2025-03-19
	68. MARVELL TECHNOLOGY GROUP LTD COM		2024-02-09	2025-03-19
	60. PEPSICO INC		2020-06-19	2025-03-19
	27. APPLE COMPUTER INC		2023-03-13	2025-03-20
	43. AMERICAN INTL GROUP INC COM NEW		2024-03-21	2025-03-21
	32. AMERICAN INTL GROUP INC COM NEW		2020-04-24	2025-03-21
	40. WAL-MART STORES INC.		2024-03-21	2025-03-25
	37. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2024-03-21	2025-03-26
	112. US BANCORP		2024-03-21	2025-03-27
	48. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2024-03-21	2025-03-28
	39. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2022-10-12	2025-03-31
	34. CAPITAL ONE FINANCIAL CORP		2024-03-21	2025-04-02
	29. J P MORGAN CHASE & CO		2024-03-21	2025-04-02
	56. ARISTA NETWORKS INC COM NEW		2024-03-21	2025-04-03
	7. EQT CORP COM		2022-12-12	2025-04-03
	2. ELI LILLY & CO		2024-11-11	2025-04-03
	15. STRYKER CORP COMMON		2024-03-21	2025-04-03
	17. US BANCORP		2024-05-06	2025-04-03
	234. US BANCORP		2024-03-21	2025-04-03
	55. WILLIAMS COS INC COM		2024-03-21	2025-04-03
	25. CAPITAL ONE FINANCIAL CORP		2024-03-21	2025-04-04
	42. CONOCOPHILLIPS COM		2024-07-16	2025-04-04
	26. EQT CORP COM		2024-03-21	2025-04-04
	38. J P MORGAN CHASE & CO		2024-03-21	2025-04-04
	26. J P MORGAN CHASE & CO		2022-10-20	2025-04-04
	44. PROCTER & GAMBLE CO		2024-03-21	2025-04-04
	14. VISA INC COM CL A		2024-03-21	2025-04-04
	17. LINDE PLC SHS		2024-03-21	2025-04-04
	9. AIR PRODS & CHEMS INC COM		2024-03-21	2025-04-07
	146. NEXTERA ENERGY INC COM		2024-03-21	2025-04-07
	26. UNION PAC CORP		2024-03-21	2025-04-07
	14. LINDE PLC SHS		2024-03-21	2025-04-07
	29. ALPHABET INC CAP STK CL A		2024-03-21	2025-04-08
	5. CME GROUP INC COM		2024-03-01	2025-04-08
	28. EQT CORP COM		2024-03-21	2025-04-08
	11. PEPSICO INC		2024-03-21	2025-04-08
	51. TJX COMPANIES INC NEW		2024-03-21	2025-04-08
	23. UNION PAC CORP		2024-03-21	2025-04-08
	16. VISA INC COM CL A		2024-03-21	2025-04-08
	2. LINDE PLC SHS		2022-09-07	2025-04-08
	7. VULCAN MATERIALS COMPANY		2024-03-21	2025-04-09
	8. VULCAN MATERIALS COMPANY		2024-03-21	2025-04-11
	7. VULCAN MATERIALS COMPANY		2024-03-21	2025-04-11
	10. VULCAN MATERIALS COMPANY		2024-03-21	2025-04-14
	26. APPLE COMPUTER INC		2024-03-21	2025-04-15
	74. WILLIAMS COS INC COM		2024-03-21	2025-04-17
	15. THERMO ELECTRON CORP		2024-03-21	2025-04-21
	4. AMAZON COM INC		2024-03-21	2025-04-22
	20. AMAZON COM INC		2024-03-21	2025-04-22
	5. AUTOMATIC DATA PROCESSING INC COM		2024-03-21	2025-04-24
	18. WASTE MGMT INC DEL		2024-03-21	2025-04-24
	19. COCA-COLA COMPANY		2024-03-21	2025-04-25
	43. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008		2020-06-19	2025-04-25
	19. PROCTER & GAMBLE CO		2024-03-21	2025-04-25
	42. PEPSICO INC		2024-03-21	2025-04-28
	11. ALPHABET INC CAP STK CL A		2024-04-26	2025-04-29
	22. AMAZON COM INC		2024-03-21	2025-04-30
	42. ORACLE CORP		2024-03-21	2025-04-30
	27. AMAZON COM INC		2024-03-21	2025-05-01
	15. PEPSICO INC		2025-02-05	2025-05-06
	49. PEPSICO INC		2020-06-19	2025-05-06
	2. INTERCONTINENTAL EXCHANGE, INC. COM		2024-03-21	2025-05-12
	22. MERCK & CO INC NEW COM		2024-03-21	2025-05-12
	4. TRAVELERS COMPANIES INC COM		2024-03-21	2025-05-12
	32. BROADCOM INC COM		2024-03-21	2025-05-13
	47. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2024-03-21	2025-05-13
	24. MERCK & CO INC NEW COM		2024-07-10	2025-05-13
	89. MERCK & CO INC NEW COM		2024-03-21	2025-05-13
	7. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-05-13
	24. CAPITAL ONE FINANCIAL CORP		2024-04-22	2025-05-14
	6. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-05-14
	34. GENERAL MTRS CO COM		2022-09-27	2025-05-27
	46. GENERAL MTRS CO COM		2022-12-21	2025-05-28
	67. ARISTA NETWORKS INC COM NEW		2024-05-02	2025-05-29
	210. KINDER MORGAN INC DEL COM		2024-03-21	2025-05-29
	6. UNITEDHEALTH GROUP INC COMMON		2025-04-03	2025-05-29
	32. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-05-29
	8. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-05-29
	31. AMERICAN TOWER CORP NEW COM		2024-03-21	2025-06-02
	47. GENERAL MTRS CO COM		2022-12-21	2025-06-02
	41. GENERAL MTRS CO COM		2022-12-21	2025-06-03
	95. GENERAL MTRS CO COM		2022-10-12	2025-06-04
	6. PROGRESSIVE CORP OHIO		2023-06-16	2025-06-04
	38. RTX CORPORATION COM		2024-03-21	2025-06-06
	28. ARISTA NETWORKS INC COM NEW		2024-07-29	2025-06-10
	50. ARISTA NETWORKS INC COM NEW		2024-05-02	2025-06-10
	46. WORKDAY INC CL A		2025-02-24	2025-06-12
	57. CONOCOPHILLIPS COM		2024-07-01	2025-06-13
	28. ORACLE CORP		2024-03-05	2025-06-17
	46. DIAGEO PLC SPONSORED ADR NEW		2023-02-27	2025-06-30
	9. PROGRESSIVE CORP OHIO		2023-06-16	2025-07-03
	12. BERKSHIRE HATHAWAY INC DEL CL B NEW		2024-03-21	2025-07-08
	24. TRAVELERS COMPANIES INC COM		2024-03-21	2025-07-08
	15. J P MORGAN CHASE & CO		2024-05-24	2025-07-09
	12. BERKSHIRE HATHAWAY INC DEL CL B NEW		2024-03-21	2025-07-10
	58. FREEPORT-MCMORAN COPPER & GOLD B		2024-05-31	2025-07-11
	5. MICROSOFT CORP COMMON		2024-03-21	2025-07-11
	11. NORTHROP GRUMMAN CORP		2024-03-21	2025-07-11
	9. VISA INC COM CL A		2024-03-21	2025-07-11
	8. BERKSHIRE HATHAWAY INC DEL CL B NEW		2024-03-21	2025-07-14
	10. VISA INC COM CL A		2024-03-21	2025-07-14
	72. DIAGEO PLC SPONSORED ADR NEW		2023-03-06	2025-07-17
	51. PROGRESSIVE CORP OHIO		2023-07-26	2025-07-21
	50. CROWN HLDGS INC COM		2023-10-09	2025-07-22
	44. CROWN HLDGS INC COM		2023-10-09	2025-07-24
	26. VISA INC COM CL A		2024-05-30	2025-07-29
	1. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-07-30
	38. DIAGEO PLC SPONSORED ADR NEW		2023-08-14	2025-07-31
	44. CROWN HLDGS INC COM		2024-03-21	2025-08-01
	16. VISA INC COM CL A		2024-07-10	2025-08-01
	49. CROWN HLDGS INC COM		2024-03-21	2025-08-05
	47. SEMPRA ENERGY COM		2023-07-07	2025-08-05
	54. SEMPRA ENERGY COM		2022-10-12	2025-08-06
	10. TRAVELERS COMPANIES INC COM		2024-03-21	2025-08-06
	15. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-08-06
	43. APPLE COMPUTER INC		2024-03-21	2025-08-07
	29. EDISON INTERNATIONAL		2024-03-21	2025-08-07
	4. NORTHROP GRUMMAN CORP		2024-03-21	2025-08-07
	22. RTX CORPORATION COM		2024-03-21	2025-08-07
	4. NORTHROP GRUMMAN CORP		2024-03-21	2025-08-08
	7. TRAVELERS COMPANIES INC COM		2024-03-21	2025-08-08
	32. ABBVIE INC COM		2024-03-21	2025-08-11
	29. ALPHABET INC CAP STK CL A		2024-04-29	2025-08-11
	19. AMAZON COM INC		2024-05-09	2025-08-11
	32. APPLE COMPUTER INC		2024-03-21	2025-08-11
	49. BANK OF AMERICA CORP COMMON		2024-07-16	2025-08-11
	19. BROADCOM INC COM		2024-07-25	2025-08-11
	37. CANADIAN PACIFIC KANSAS CITY COM		2024-03-21	2025-08-11
	42. ENTERGY CORP. NEW		2025-04-07	2025-08-11
	11. META PLATFORM, INC.		2024-03-21	2025-08-11
	18. JOHNSON & JOHNSON		2024-03-21	2025-08-11
	10. MICROSOFT CORP COMMON		2024-03-21	2025-08-11
	66. NVIDIA CORP COM		2024-08-05	2025-08-11
	36. RTX CORPORATION COM		2024-03-21	2025-08-11
	33. TJX COMPANIES INC NEW		2024-03-21	2025-08-11
	14. VULCAN MATERIALS COMPANY		2024-04-29	2025-08-11
	74. WAL-MART STORES INC.		2024-03-21	2025-08-11
	13. WASTE MGMT INC DEL		2020-06-19	2025-08-11
	3. ASML HOLDING N V NYREGISTRY SHS		2024-03-21	2025-08-11
	25. BECTON DICKINSON & CO COM		2024-03-21	2025-08-12
	7. TRAVELERS COMPANIES INC COM		2024-03-21	2025-08-12
	16. DIAGEO PLC SPONSORED ADR NEW		2023-08-14	2025-08-13
	9. TRAVELERS COMPANIES INC COM		2024-03-21	2025-08-13
	16. BERKSHIRE HATHAWAY INC DEL CL B NEW		2024-03-21	2025-08-14
	10. TRAVELERS COMPANIES INC COM		2024-03-21	2025-08-15
	11. BECTON DICKINSON & CO COM		2024-03-21	2025-08-20
	21. T MOBILE US INC COM		2024-03-11	2025-08-20
	12. VULCAN MATERIALS COMPANY		2024-03-21	2025-08-20
	16. BROADCOM INC COM		2024-08-01	2025-08-21
	15. ORACLE CORP		2024-03-05	2025-08-21
	16. AMAZON COM INC		2024-05-30	2025-08-25
	11. L3HARRIS TECHNOLOGIES INC COM		2025-05-02	2025-08-26
	9. NORTHROP GRUMMAN CORP		2024-03-21	2025-08-26
	23. RTX CORPORATION COM		2024-03-21	2025-08-26
	114. STARBUCKS CORP COM		2025-02-10	2025-08-26
	33. AMAZON COM INC		2024-05-30	2025-08-28
	51. EQT CORP COM		2024-03-21	2025-09-09
	17. EQT CORP COM		2024-03-21	2025-09-10
	18. SYNOPSYS INC		2025-01-22	2025-09-10
	46. SYNOPSYS INC		2024-04-12	2025-09-10
	21. BROADCOM INC COM		2024-03-21	2025-09-11
	38. ORACLE CORP		2024-08-28	2025-09-11
	3. OLD DOMINION FGHT LINES INC COM		2025-07-03	2025-09-12
	66. OLD DOMINION FGHT LINES INC COM		2025-07-03	2025-09-12
	7. ORACLE CORP		2024-03-21	2025-09-12
	24. ORACLE CORP		2024-03-21	2025-09-15
	19. UNITEDHEALTH GROUP INC COMMON		2024-03-21	2025-09-15
	18. OLD DOMINION FGHT LINES INC COM		2025-07-03	2025-09-17
	14. OLD DOMINION FGHT LINES INC COM		2025-07-03	2025-09-17
	9. ORACLE CORP		2024-01-23	2025-09-17
	49. OLD DOMINION FGHT LINES INC COM		2025-07-08	2025-09-22
	36. EDISON INTERNATIONAL		2024-03-21	2025-10-01
	102. ENBRIDGE INC COM		2022-12-14	2025-10-01
	11. L3HARRIS TECHNOLOGIES INC COM		2025-05-02	2025-10-01
	41. EDISON INTERNATIONAL		2020-06-19	2025-10-02
	44. EDISON INTERNATIONAL		2020-06-19	2025-10-06
	44. EDISON INTERNATIONAL		2022-10-12	2025-10-07
	10. EQT CORP COM		2024-03-21	2025-10-08
	67. EDISON INTERNATIONAL		2022-10-12	2025-10-08
	30. SEMPRA ENERGY COM		2024-09-27	2025-10-09
	40. TEXAS INSTRUMENTS INC		2025-06-20	2025-10-09
	500. ELI LILLY & CO		2010-03-09	2025-10-10
	2730. MERCK & CO INC NEW COM		2021-10-14	2025-10-10
	5. NORTHROP GRUMMAN CORP		2020-10-26	2025-10-10
	13. RTX CORPORATION COM		2024-03-21	2025-10-10
	32. TEXAS INSTRUMENTS INC		2025-06-06	2025-10-14
	42. AMERICAN TOWER CORP NEW COM		2020-06-19	2025-10-15
	19. ASTRAZENECA PLC		2024-09-27	2025-10-15
	9. BROADCOM INC COM		2024-09-12	2025-10-15
	148. COMCAST CORP NEW CL A		2024-02-05	2025-10-15
	11. DTE ENERGY CO		2024-03-21	2025-10-15
	17. EXXON MOBIL CORP		2024-04-15	2025-10-15
	12. JOHNSON & JOHNSON		2022-12-31	2025-10-15
	12. MICROSOFT CORP COMMON		2024-03-21	2025-10-15
	2. ORACLE CORP		2022-10-12	2025-10-15
	18. T MOBILE US INC COM		2024-02-05	2025-10-15
	6. WASTE MGMT INC DEL		2024-03-21	2025-10-15
	18. WILLIAMS COS INC COM		2024-03-21	2025-10-15
	1. TE CONNECTIVITY PLC ORD SHS		2025-02-21	2025-10-15
	77. CANADIAN PACIFIC KANSAS CITY COM		2022-10-12	2025-10-16
	10. L3HARRIS TECHNOLOGIES INC COM		2025-05-07	2025-10-16
	4. NORTHROP GRUMMAN CORP		2020-10-26	2025-10-16
	19. RTX CORPORATION COM		2022-09-25	2025-10-16
	17. TRAVELERS COMPANIES INC COM		2024-03-21	2025-10-17
	33. RTX CORPORATION COM		2020-06-19	2025-10-21
	13. TE CONNECTIVITY PLC ORD SHS		2025-02-21	2025-10-21
	79. CANADIAN PACIFIC KANSAS CITY COM		2021-09-29	2025-10-23
	37. ORACLE CORP		2022-10-12	2025-10-30
	69. TEXAS INSTRUMENTS INC		2025-07-29	2025-10-30
	31. AUTOMATIC DATA PROCESSING INC COM		2024-03-21	2025-11-03
	52. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2024-03-21	2025-11-03
	46. EMERSON ELECTRIC CO		2024-07-23	2025-11-05
	19. AUTOMATIC DATA PROCESSING INC COM		2024-03-21	2025-11-06
	43. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2024-03-21	2025-11-06
	83. ENBRIDGE INC COM		2024-08-06	2025-11-06
	13. TE CONNECTIVITY PLC ORD SHS		2025-02-19	2025-11-07
	114. ENBRIDGE INC COM		2024-08-06	2025-11-10
	22. HONEYWELL INTERNATIONAL INC		2024-03-21	2025-11-10
	58. SEMPRA ENERGY COM		2024-09-27	2025-11-10
	46. ENBRIDGE INC COM		2024-03-21	2025-11-11
	27. SEMPRA ENERGY COM		2023-03-21	2025-11-11
	65. ENBRIDGE INC COM		2024-03-21	2025-11-12
	21. SEMPRA ENERGY COM		2024-02-08	2025-11-12
	11. TE CONNECTIVITY PLC ORD SHS		2025-02-24	2025-11-12
	12. BECTON DICKINSON & CO COM		2024-03-21	2025-11-13
	61. ENBRIDGE INC COM		2024-03-21	2025-11-13
	34. MERCK & CO INC NEW COM		2024-03-21	2025-11-13
	22. SEMPRA ENERGY COM		2024-03-21	2025-11-13
	14. TRAVELERS COMPANIES INC COM		2022-08-29	2025-11-13
	94. BANK OF AMERICA CORP COMMON		2024-07-16	2025-11-17
	55. ENBRIDGE INC COM		2024-03-21	2025-11-17
	44. SEMPRA ENERGY COM		2024-03-21	2025-11-17
	47. MERCK & CO INC NEW COM		2024-03-21	2025-11-18
	50. ORACLE CORP		2024-10-10	2025-11-18
	13. AVALONBAY CMNTYS INC COM		2024-03-21	2025-11-20
	29. HONEYWELL INTERNATIONAL INC		2024-03-21	2025-11-20
	44. MERCK & CO INC NEW COM		2024-09-12	2025-11-21
	7. AVALONBAY CMNTYS INC COM		2024-03-21	2025-11-24
	16. ENBRIDGE INC COM		2024-03-21	2025-11-24
	21. SEMPRA ENERGY COM		2024-03-21	2025-11-24
	36. ASTRAZENECA PLC		2023-10-17	2025-11-25
	35. ASTRAZENECA PLC		2023-10-17	2025-12-01
	44. MERCK & CO INC NEW COM		2024-11-12	2025-12-01
	39. SEMPRA ENERGY COM		2024-03-21	2025-12-01
	10. AVALONBAY CMNTYS INC COM		2024-03-21	2025-12-02
	31. EQT CORP COM		2024-11-06	2025-12-04
	59. ENBRIDGE INC COM		2024-03-21	2025-12-04
	41. SEMPRA ENERGY COM		2024-03-21	2025-12-04
	22. TJX COMPANIES INC NEW		2024-03-21	2025-12-04
	26. DISNEY (WALT) COMPANY HOLDING COMPANY COM		2022-10-12	2025-12-05
	50. ENBRIDGE INC COM		2024-03-21	2025-12-05
	5. SEMPRA ENERGY COM		2024-03-21	2025-12-05
	9. AVALONBAY CMNTYS INC COM		2024-03-21	2025-12-08
	20. EQT CORP COM		2024-11-06	2025-12-08
	28. SEMPRA ENERGY COM		2024-03-21	2025-12-08
	166.6 MAGNUM ICE CREAM CO NV ORD SHS		2025-09-26	2025-12-11
	19.4 MAGNUM ICE CREAM CO NV ORD SHS		2024-12-09	2025-12-11
	35. ABBVIE INC COM		2024-04-18	2025-12-15
	71. MERCK & CO INC NEW COM		2024-11-12	2025-12-15
	.5 SOLSTICE ADVANCED MATLS INC COM SHS		2024-03-21	2025-12-15
	60. MERCK & CO INC NEW COM		2022-08-29	2025-12-16
	7. WAL-MART STORES INC.		2024-03-21	2025-12-16
	37. BANK OF AMERICA CORP COMMON		2024-07-09	2025-12-18
	30. EQT CORP COM		2024-11-06	2025-12-18
	19. J P MORGAN CHASE & CO		2024-05-24	2025-12-18
	60. MERCK & CO INC NEW COM		2020-06-19	2025-12-18
	21. EQT CORP COM		2024-11-06	2025-12-19
	95. LENNAR CORP CL A		2025-08-12	2025-12-19
	62. MERCK & CO INC NEW COM		2020-06-19	2025-12-22
	44. MERCK & CO INC NEW COM		2025-09-11	2025-12-23
	15. MERCK & CO INC NEW COM		2020-06-19	2025-12-23
	42. WAL-MART STORES INC.		2024-03-21	2025-12-23
	CAPITAL GAIN DIVIDENDS	P
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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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,685	1,943	742
b	1,961	1,470	491
c	819	481	338
d	6,396	3,083	3,313
e	1,270	1,224	46
	2,843	1,875	968
	7,437	7,339	98
	13,764	10,074	3,690
	5,583	5,417	166
	1,736	751	985
	2,628	764	1,864
	4,016	3,498	518
	5,732	5,340	392
	5,612	2,000	3,612
	380	517	-137
	4,428	5,132	-704
	4,149	3,137	1,012
	3,501	1,192	2,309
	5,183	1,604	3,579
	14,735	17,857	-3,122
	5,201	1,788	3,413
	4,348	1,351	2,997
	4,693	1,435	3,258
	2,893	2,139	754
	747	322	425
	4,031	2,611	1,420
	3,886	2,559	1,327
	13,021	3,596	9,425
	5,763	1,770	3,993
	6,194	2,757	3,437
	6,158	7,418	-1,260
	2,164	1,569	595
	2,164	663	1,501
	7,811	1,604	6,207
	1,295	890	405
	5,895	5,224	671
	3,472	4,396	-924
	1,998	2,530	-532
	470	406	64
	4,333	3,392	941
	12,482	9,023	3,459
	6,076	7,929	-1,853
	2,983	2,574	409
	486	368	118
	4,859	3,791	1,068
	78	79	-1
	5,916	7,266	-1,350
	8,566	2,415	6,151
	11,033	8,528	2,505
	12,140	12,786	-646
	537	552	-15
	4,729	3,286	1,443
	8,179	7,894	285
	2,047	3,075	-1,028
	4,095	3,511	584
	5,940	3,469	2,471
	9,482	3,444	6,038
	2,178	2,382	-204
	1,561	1,522	39
	11,223	9,980	1,243
	7,731	5,451	2,280
	523	250	273
	3,625	2,328	1,297
	471	442	29
	5,844	4,717	1,127
	4,041	3,607	434
	2,250	1,372	878
	3,506	2,146	1,360
	4,070	1,817	2,253
	10,979	12,164	-1,185
	6,313	4,955	1,358
	110	176	-66
	5,314	3,154	2,160
	22,735	24,629	-1,894
	6,828	5,733	1,095
	1,328	1,033	295
	2,689	2,240	449
	2,356	1,695	661
	2,693	2,652	41
	4,696	4,673	23
	8,901	8,054	847
	5,857	3,985	1,872
	3,561	3,308	253
	2,650	744	1,906
	3,435	2,461	974
	4,142	5,297	-1,155
	4,897	4,953	-56
	5,165	6,083	-918
	4,170	4,264	-94
	6,179	4,830	1,349
	7,119	5,762	1,357
	4,156	2,815	1,341
	369	264	105
	1,597	1,666	-69
	5,443	5,312	131
	677	711	-34
	9,321	10,200	-879
	3,289	2,109	1,180
	3,729	3,524	205
	3,694	4,801	-1,107
	1,202	930	272
	8,037	6,591	1,446
	5,541	3,085	2,456
	7,345	7,116	229
	4,485	4,069	416
	7,579	7,957	-378
	2,335	2,135	200
	9,629	9,010	619
	5,468	6,479	-1,011
	5,992	5,990	2
	4,341	4,280	61
	1,286	1,092	194
	1,354	956	398
	1,591	1,898	-307
	6,229	5,058	1,171
	4,872	5,673	-801
	4,987	4,650	337
	832	561	271
	1,546	1,920	-374
	1,873	2,194	-321
	1,639	1,920	-281
	2,420	2,743	-323
	5,244	4,476	768
	4,389	2,803	1,586
	6,250	8,692	-2,442
	690	719	-29
	3,449	3,596	-147
	1,464	1,252	212
	4,084	2,220	1,864
	1,358	1,153	205
	4,403	4,551	-148
	3,016	3,073	-57
	5,629	6,557	-928
	1,758	1,889	-131
	3,952	3,955	-3
	5,743	5,324	419
	5,082	4,854	228
	1,963	2,148	-185
	6,414	5,303	1,111
	346	277	69
	1,743	2,790	-1,047
	1,067	902	165
	7,329	4,448	2,881
	5,252	4,831	421
	1,863	3,043	-1,180
	6,907	11,013	-4,106
	2,267	3,448	-1,181
	4,805	3,487	1,318
	1,886	2,955	-1,069
	1,654	1,471	183
	2,220	1,926	294
	5,826	4,296	1,530
	5,840	3,797	2,043
	1,798	3,246	-1,448
	9,591	11,142	-1,551
	2,398	3,940	-1,542
	6,576	6,125	451
	2,248	1,689	559
	1,967	1,469	498
	4,570	3,160	1,410
	1,722	779	943
	5,290	3,583	1,707
	2,618	2,258	360
	4,675	2,421	2,254
	11,537	11,736	-199
	5,531	6,323	-792
	6,012	3,131	2,881
	4,629	8,085	-3,456
	2,337	1,168	1,169
	5,740	4,980	760
	6,204	5,411	793
	4,258	2,997	1,261
	5,725	4,980	745
	2,681	2,670	11
	2,511	2,150	361
	5,614	5,174	440
	3,137	2,616	521
	3,811	3,320	491
	3,515	2,906	609
	7,386	12,549	-5,163
	12,559	6,138	6,421
	5,264	4,088	1,176
	4,683	3,597	1,086
	9,222	7,378	1,844
	263	493	-230
	3,762	6,539	-2,777
	4,325	3,551	774
	5,469	4,193	1,276
	4,797	3,798	999
	3,820	3,392	428
	4,409	3,895	514
	2,677	2,256	421
	3,717	7,389	-3,672
	9,442	7,402	2,040
	1,596	2,049	-453
	2,338	1,881	457
	3,391	2,074	1,317
	2,353	1,881	472
	1,865	1,579	286
	6,342	5,681	661
	5,829	4,587	1,242
	4,218	3,627	591
	7,291	5,508	1,783
	2,255	2,139	116
	5,795	2,869	2,926
	2,775	3,115	-340
	3,780	3,310	470
	8,470	5,618	2,852
	3,124	2,809	315
	5,223	4,300	923
	12,014	6,563	5,451
	5,573	3,392	2,181
	4,349	3,273	1,076
	4,012	3,630	382
	7,686	4,553	3,133
	3,068	1,373	1,695
	2,172	3,013	-841
	4,845	6,010	-1,165
	1,851	1,579	272
	1,769	2,745	-976
	2,406	2,030	376
	7,619	6,641	978
	2,679	2,256	423
	2,184	2,641	-457
	5,484	3,457	2,027
	3,443	3,291	152
	4,649	2,372	2,277
	3,520	1,677	1,843
	3,658	2,891	767
	3,052	2,481	571
	5,348	3,754	1,594
	3,634	2,168	1,466
	9,888	11,750	-1,862
	7,620	5,935	1,685
	2,620	1,742	878
	868	581	287
	7,200	9,542	-2,342
	18,400	25,066	-6,666
	7,680	2,919	4,761
	12,129	5,144	6,985
	437	512	-75
	9,617	11,322	-1,705
	2,069	916	1,153
	7,264	3,122	4,142
	6,622	7,625	-1,003
	2,645	3,069	-424
	2,058	2,387	-329
	2,680	697	1,983
	6,849	8,055	-1,206
	2,009	2,521	-512
	5,121	4,052	1,069
	3,305	2,437	868
	2,208	2,428	-220
	2,408	2,599	-191
	2,338	2,567	-229
	558	342	216
	3,532	3,805	-273
	2,764	2,490	274
	7,159	7,931	-772
	429,770	17,475	412,295
	239,312	86,770	152,542
	3,099	1,526	1,573
	2,077	1,136	941
	5,561	6,198	-637
	7,917	10,864	-2,947
	1,611	1,425	186
	3,177	1,414	1,763
	4,362	6,563	-2,201
	1,566	1,207	359
	1,901	2,053	-152
	2,295	2,142	153
	6,163	5,161	1,002
	608	132	476
	4,101	2,919	1,182
	1,287	1,271	16
	1,148	679	469
	223	156	67
	5,902	5,399	503
	2,868	2,191	677
	2,416	1,221	1,195
	2,986	1,290	1,696
	4,474	3,096	1,378
	5,725	2,196	3,529
	2,965	2,025	940
	6,007	5,243	764
	9,650	2,362	7,288
	11,148	13,206	-2,058
	7,968	7,746	222
	5,820	6,065	-245
	6,090	5,287	803
	4,816	4,455	361
	4,715	4,954	-239
	3,864	3,190	674
	3,113	2,017	1,096
	5,415	4,210	1,205
	4,266	4,198	68
	5,385	4,717	668
	2,211	1,656	555
	2,510	1,944	566
	3,135	2,334	801
	1,942	1,506	436
	2,740	1,702	1,038
	2,324	2,881	-557
	2,968	2,190	778
	3,200	4,208	-1,008
	2,009	1,540	469
	4,045	2,300	1,745
	4,929	3,962	967
	2,653	1,975	678
	4,045	3,079	966
	4,521	5,817	-1,296
	10,840	3,894	6,946
	2,302	2,392	-90
	5,502	5,451	51
	4,349	5,226	-877
	1,260	1,288	-28
	764	575	189
	1,949	1,470	479
	3,340	2,463	877
	3,206	2,381	825
	4,556	4,662	-106
	3,609	2,729	880
	1,787	1,840	-53
	1,849	1,235	614
	2,852	2,119	733
	3,732	2,869	863
	3,314	2,069	1,245
	2,730	2,425	305
	2,408	1,795	613
	454	350	104
	1,577	1,656	-79
	1,196	797	399
	2,489	1,959	530
	2,624	2,375	249
	306	284	22
	7,968	6,093	1,875
	7,102	7,001	101
	23	24	-1
	5,878	4,462	1,416
	806	431	375
	2,020	1,511	509
	1,645	1,196	449
	6,005	3,797	2,208
	5,983	4,389	1,594
	1,143	837	306
	10,049	11,621	-1,572
	6,409	4,535	1,874
	4,597	3,716	881
	1,567	1,097	470
	4,699	2,584	2,115
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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			742
b			491
c			338
d			3,313
e			46
			968
			98
			3,690
			166
			985
			1,864
			518
			392
			3,612
			-137
			-704
			1,012
			2,309
			3,579
			-3,122
			3,413
			2,997
			3,258
			754
			425
			1,420
			1,327
			9,425
			3,993
			3,437
			-1,260
			595
			1,501
			6,207
			405
			671
			-924
			-532
			64
			941
			3,459
			-1,853
			409
			118
			1,068
			-1
			-1,350
			6,151
			2,505
			-646
			-15
			1,443
			285
			-1,028
			584
			2,471
			6,038
			-204
			39
			1,243
			2,280
			273
			1,297
			29
			1,127
			434
			878
			1,360
			2,253
			-1,185
			1,358
			-66
			2,160
			-1,894
			1,095
			295
			449
			661
			41
			23
			847
			1,872
			253
			1,906
			974
			-1,155
			-56
			-918
			-94
			1,349
			1,357
			1,341
			105
			-69
			131
			-34
			-879
			1,180
			205
			-1,107
			272
			1,446
			2,456
			229
			416
			-378
			200
			619
			-1,011
			2
			61
			194
			398
			-307
			1,171
			-801
			337
			271
			-374
			-321
			-281
			-323
			768
			1,586
			-2,442
			-29
			-147
			212
			1,864
			205
			-148
			-57
			-928
			-131
			-3
			419
			228
			-185
			1,111
			69
			-1,047
			165
			2,881
			421
			-1,180
			-4,106
			-1,181
			1,318
			-1,069
			183
			294
			1,530
			2,043
			-1,448
			-1,551
			-1,542
			451
			559
			498
			1,410
			943
			1,707
			360
			2,254
			-199
			-792
			2,881
			-3,456
			1,169
			760
			793
			1,261
			745
			11
			361
			440
			521
			491
			609
			-5,163
			6,421
			1,176
			1,086
			1,844
			-230
			-2,777
			774
			1,276
			999
			428
			514
			421
			-3,672
			2,040
			-453
			457
			1,317
			472
			286
			661
			1,242
			591
			1,783
			116
			2,926
			-340
			470
			2,852
			315
			923
			5,451
			2,181
			1,076
			382
			3,133
			1,695
			-841
			-1,165
			272
			-976
			376
			978
			423
			-457
			2,027
			152
			2,277
			1,843
			767
			571
			1,594
			1,466
			-1,862
			1,685
			878
			287
			-2,342
			-6,666
			4,761
			6,985
			-75
			-1,705
			1,153
			4,142
			-1,003
			-424
			-329
			1,983
			-1,206
			-512
			1,069
			868
			-220
			-191
			-229
			216
			-273
			274
			-772
			412,295
			152,542
			1,573
			941
			-637
			-2,947
			186
			1,763
			-2,201
			359
			-152
			153
			1,002
			476
			1,182
			16
			469
			67
			503
			677
			1,195
			1,696
			1,378
			3,529
			940
			764
			7,288
			-2,058
			222
			-245
			803
			361
			-239
			674
			1,096
			1,205
			68
			668
			555
			566
			801
			436
			1,038
			-557
			778
			-1,008
			469
			1,745
			967
			678
			966
			-1,296
			6,946
			-90
			51
			-877
			-28
			189
			479
			877
			825
			-106
			880
			-53
			614
			733
			863
			1,245
			305
			613
			104
			-79
			399
			530
			249
			22
			1,875
			101
			-1
			1,416
			375
			509
			449
			2,208
			1,594
			306
			-1,572
			1,874
			881
			470
			2,115

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	795,680
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	11,702
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	11,702
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	11,702
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	18,604
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	18,604
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	6,902
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax6,902	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

List of Attached Documents:

// Content

...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofSTIFEL TRUST COMPANY NA Telephone no. (314) 342-4450

Located at501 NORTH BROADWAYST LOUISMO ZIP+463102

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
MICHELLE K SAXER	PRESIDENT 0	0
1444 LACHMAN LANE PACIFIC PALISADES,CA90272	PRESIDENT 0	0
MARGOT SAXER	SECRETARY 0	0
1444 LACHMAN LANE PACIFIC PALISADES,CA90272	SECRETARY 0	0
CHRISTOPHER SAXER	TREASURER 0	0
1444 LACHMAN LANE PACIFIC PALISADES,CA90272	TREASURER 0	0

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,569,972

Average of monthly cash balances.......................

191,268

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

4,761,240

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,761,240

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

71,419

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,689,821

Minimum investment return. Enter 5% (0.05) of line 5 ................

234,491

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.)

Minimum investment return from Part IX, line 6..................

234,491

Tax on investment income for 2025 from Part V, line 5 .......

11,702

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

11,702

Distributable amount before adjustments. Subtract line 2c from line 1............

222,789

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

222,789

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

222,789

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

793,605

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

793,605

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					222,789
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	332,277
b From 2021......	258,759
c From 2022......	368,208
d From 2023......	405,611
e From 2024......	460,189
f Total of lines 3a through e ........		1,825,044
4Qualifying distributions for 2025 from Part
XI, line 4: $ 793,605
a Applied to 2024, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions) .....			0
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					222,789
e Remaining amount distributed out of corpus		570,816
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		2,395,860
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		332,277
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		2,063,583
10 Analysis of line 9:
a Excess from 2021 ....	258,759
b Excess from 2022 ....	368,208
c Excess from 2023 ....	405,611
d Excess from 2024 ....	460,189
e Excess from 2025 ....	570,816

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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).)

FRED AND MARGOT SAXER

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE GROWHAUS 4751 YORK ST DENVER,CO80216	NONE		GENERAL SUPPORT	150,000
KABBALAH EXPERIENCE 2305 S SYRACUSE WAY DENVER,CO80231	NONE		GENERAL SUPPORT	35,000
ATLANTIC UNIVERSITY 215 67TH ST VIRGINIA BEACH,VA23451	NONE		GENERAL SUPPORT	25,000
HOPE HARBOR HOME INC PO BOX 230 SUPPLY,NC28462	NONE		GENERAL SUPPORT	25,000
ASSOCIATION FOR RESEARCH & ENLIGHTENMENT 215 67TH ST VIRGINIA BEACH,VA23451	NONE		GENERAL SUPPORT	15,000
FRIENDS OF PUBLIC RADIO INC 254 N FRONT ST STE 300 WILMINGTON,NC28401	NONE		GENERAL SUPPORT	10,000
THE GATHERING PLACE A REFUGE FOR REBUILDING LIVES 1535 N HIGH ST DENVER,CO80218	NONE		GENERAL SUPPORT	60,000
GLOBAL FUND FOR WOMEN INC 800 MARKET ST 7TH FL SAN FRANCISCO,CA94108	NONE		GENERAL SUPPORT	30,000
WOMEN'S BEAN PROJECT 3201 CURTIS ST DENVER,CO80205	NONE		GENERAL SUPPORT	40,000
UNION RESCUE MISSION 545 S SAN PEDRO ST LOS ANGELES,CA90013	NONE		GENERAL SUPPORT	60,000
PEOPLE CONCERN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES,CA90018	NONE		GENERAL SUPPORT	10,000
North Carolina Costal Federation 3609 NC 24 OCEAN Newport,SC28570	NONE		GENERAL SUPPORT	10,000
North Carolina Land Trust 3 PINE VALLEY DR Wilmington,NC28412	NONE		GENERAL SUPPORT	20,000
Spikenard Farm 401 HIDEAWAY LN Floyd,VA24091	NONE		GENERAL SUPPORT	20,000
FRESH FOOD CONNECT PO BOX 181582 DENVER,CO80218	NONE		GENERAL SUPPORT	40,000
SHRINERS HOSPITAL FOR CHILDREN MEMO PASEDENA HOSPITAL 2900 N ROCKY POINT DRIVE TAMPA,FL33607	NONE		GENERAL SUPPORT	20,000
SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVE ASHEVILLE,NC28801	NONE		GENERAL SUPPORT	100,000
Guiding Eyes for the Blind 611 GRANITE SPRINGS ROAD Yorktown Heights,NY10595	NONE		GENERAL SUPPORT	15,000
MERCY SHIPS 15862 STATE HIGHWAY 110 N LINDALE,TX75771	NONE		GENERAL SUPPORT	30,000
Wegiveashare Inc 27 CHURCH STREET Asheville,NC28801	NONE		COMMUNITY	5,000
Stephen Siller Tunnels to Towers FDN 2361 HYLAN BOULEVARD Staten Island,NY10306	NONE		COMMUNITY	30,000
ONETA FOUNDATION 6211 CANDLE LIGHT DRIVE JURUPA VALLEY,CA92509	NONE		COMMUNITY	10,000
Jane Goodall Institute 1120 20TH ST NW 520S WASHINGTON,DC20036	NONE		CONSERVATION	20,000
Total ................................. 3a				780,000

bApproved for future payment

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	88,700
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	795,680
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) ..				884,380

13Total. Add line 12, columns (b), (d), and (e)..................

884,380

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of organization SAXER FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	MARGOT SAXER 12490 WEST FIELDING CIRCLE APT 412 LOS ANGELES, CA90094	$ 104,245	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization SAXER FAMILY FOUNDATION		Employer identification number 47-2294729

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	shares of marketable securities	$ 664,654	2025-10-08
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI	200	150		50
OTHER EXPENSE (NON-DEDUCTIBLE	346	259		86

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TRUSTEE FEES - INCOME (NON-DED	26,625	19,969		6,656
TRUSTEE FEES-PRIN (NON-DEDUCTI	26,625	19,969		6,656

Category	Amount	Net Investment Income
FOREIGN TAXES	1,270	1,270
FEDERAL TAX PAYMENT - PRIOR YE	16,705	0
FEDERAL ESTIMATES - PRINCIPAL	18,604	0


Name of organization SAXER FAMILY FOUNDATION			Employer identification number 47-2294729
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description	Amount
TIMING DIFFERENCES	10,734
ROC ADJUSTMENTS	641
PENALTY AND INTEREST	862