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
H & Z ORCHARD CHARIT TR DTD 31887
 
Number and street (or P.O. box number if mail is not delivered to street address) 2711 CENTERVILLE ROAD STE 200
  Room/suite
City or town
WILMINGTON
State or province
DE
Country  
ZIP or foreign postal code
19808
A Employer identification number

65-6294862
B Telephone number (see instructions)

6142491948
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)$2,524,372J 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... 83,978 83,978  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 366,482
b Gross sales price for all assets on line 6a 1,358,940
7 Capital gain net income (from Part IV, line 2)... 366,482
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,205 195  
12 Total. Add lines 1 through 11........ 454,665 450,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,881 8,911   2,970
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)....... Click to see attachment
List of Attached Documents:
// Content
2,250 0 0 2,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,493 25,493   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
50,689 2,983   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
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,315 37,389 0 5,220
25 Contributions, gifts, grants paid....... 111,568 111,568
26 Total expenses and disbursements. Add lines 24 and 25 ................ 201,883 37,389 0 116,788
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 252,782
b Net investment income (if negative, enter -0-) 413,266
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............. 629 250 250
2 Savings and temporary cash investments......... 82,710 62,807 62,807
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,563,137 Click to see attachment
List of Attached Documents:
// Content
1,775,116 		2,461,315
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) 1,646,476 1,838,173 2,524,372
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........ 1,646,476 1,838,173
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)..... 1,646,476 1,838,173
30 Total liabilities and net assets/fund balances (see instructions). 1,646,476 1,838,173
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
1,646,476
2
Enter amount from Part I, line 27a .....................
2
252,782
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,703
4
Add lines 1, 2, and 3 ..........................
4
1,900,961
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
62,788
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,838,173
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 18. ARTISAN PARTNERS ASSET MGMT IN CL A COM   2024-12-05 2025-01-14
b 191. CONAGRA INC   2024-07-12 2025-01-14
c 44. CONAGRA INC   2024-11-08 2025-01-14
d 4. GAMING & LEISURE PPTYS INC COM   2024-10-04 2025-01-14
e 839. INTERPUBLIC GROUP COS INC COM   2024-07-12 2025-01-14
56. KENVUE INC   2024-12-05 2025-01-14
134. LINCOLN NATL CORP IND   2024-12-05 2025-01-14
15. SYSCO CORP   2024-12-05 2025-01-14
40. TRINET GROUP INC   2024-10-04 2025-01-14
387. VERIZON COMMUNICATIONS   2024-07-12 2025-01-14
152. DIMENSIONAL INTL CORE EQUITY 2 ETF   2024-09-12 2025-01-16
23. FIDELITY TOTAL BOND ETF   2024-09-12 2025-01-16
60. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-09-29 2025-01-16
61. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2024-02-26 2025-01-16
183. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-09-29 2025-01-16
57. CALIFORNIA RES CORP COMMON STOCK   2024-07-12 2025-02-05
13. CLOROX CO DEL COM   2024-12-05 2025-02-05
6. META PLATFORMS INC CL A   2022-12-02 2025-02-05
27. FABRINET   2024-10-04 2025-02-05
91. AMAZON.COM INC   2005-04-28 2025-02-13
23. ELEVANCE HEALTH INC COM   2012-08-07 2025-02-13
392. BROADCOM INC COM   2020-03-19 2025-02-13
96. META PLATFORMS INC CL A   2022-12-02 2025-02-13
7. WW GRAINGER INC   2014-10-16 2025-02-13
85. MARSH & MCLENNAN COS INC   2012-06-01 2025-02-13
9. MARTIN MARIETTA MATERIALS INC   2014-02-07 2025-02-13
80. NVIDIA CORP COM   2018-11-16 2025-02-13
39. PERMIAN RESOURCES CORP COM CLASS A   2024-12-05 2025-02-13
50. UNITEDHEALTH GROUP INC   2009-04-01 2025-02-13
12. VISA INC CLASS A SHARES   2010-05-26 2025-02-13
34. WILLIAMS-SONOMA INC   2023-05-23 2025-02-13
19. ZOETIS INC CL A   2013-08-28 2025-02-13
112. JOHNSON CTLS INTL PLC SHS SHS   2010-05-19 2025-02-13
47. TE CONNECTIVITY LTD. PLC SHS   2007-11-09 2025-02-13
290. FIRST INTERSTATE BANCSYSTEM INC   2024-07-12 2025-03-11
73. TARGET CORP   2024-12-05 2025-03-11
548. DIMENSIONAL INTL CORE EQUITY 2 ETF   2024-09-12 2025-03-14
119. FIDELITY TOTAL BOND ETF   2024-09-12 2025-03-14
861. FIDELITY TOTAL BOND ETF   2024-02-26 2025-03-14
219. ISHARES TR MULTIFACTOR INTL   2024-09-12 2025-03-14
1052. ISHARES US INFRASTRUC   2023-09-29 2025-03-14
202. VANGUARD SMALL CAP VALUE ETF (MKT)   2024-11-21 2025-03-14
355. VANGUARD SMALL CAP VALUE ETF (MKT)   2023-10-30 2025-03-14
1863. ARBOR REALTY TRUST INC   2024-07-12 2025-04-14
26. CAL-MAINE FOODS INC   2025-02-13 2025-04-14
71. CHEVRONTEXACO CORP   2025-02-13 2025-04-14
295. CISCO SYS INC   2025-02-13 2025-04-14
14. DOW INC COM   2025-02-13 2025-04-14
18. HIGHWOODS PROPERTIES INC (REIT)   2025-02-13 2025-04-14
46. INNOVATIVE INDL PPTYS INC CL A   2025-01-14 2025-04-14
12. LCI INDS COM   2025-02-13 2025-04-14
64. LAM RESEARCH CORP NEW   2025-02-13 2025-04-14
167. MANPOWER INC COM   2025-02-13 2025-04-14
14. NATIONAL STORAGE AFFILIATES TR SHS   2025-02-13 2025-04-14
14. ONEOK INC   2025-02-13 2025-04-14
1065. PFIZER INC   2025-02-13 2025-04-14
106. POLARIS INDUSTRIES INC   2025-02-13 2025-04-14
123. ROBERT HALF INTERNATIONAL INC   2025-02-13 2025-04-14
373. SKYWORKS SOLUTIONS INC   2025-02-13 2025-04-14
803. STARWOOD PROPERTY TRUST INC (REIT)   2024-07-15 2025-04-14
195. STARWOOD PROPERTY TRUST INC (REIT)   2024-11-08 2025-04-14
1969. TFS FINANCIAL CORP   2024-10-04 2025-04-14
146. UNITED PARCEL SERVICE CL B   2025-02-13 2025-04-14
87. VAIL RESORTS INC   2025-02-13 2025-04-14
727. WESTERN UNION CO   2025-03-11 2025-04-14
8. ACCENTURE PLC IRELAND SHS CLASS A   2025-02-13 2025-04-14
66. MEDTRONIC PLC   2025-02-13 2025-04-14
30. LYONDELLBASELL INDUSTRIES NV SHS CLASS A   2025-01-14 2025-04-14
25. ARBOR REALTY TRUST INC   2025-03-11 2025-05-06
23. ARBOR REALTY TRUST INC   2024-04-15 2025-05-06
25. META PLATFORMS INC CL A   2013-06-06 2025-05-06
77. HF SINCLAIR CORPORATION COM   2025-02-13 2025-05-06
208. NVIDIA CORP COM   2018-12-10 2025-05-06
38. UNITEDHEALTH GROUP INC   2009-04-01 2025-05-06
5. WILLIAMS-SONOMA INC   2023-05-23 2025-05-06
69. JOHNSON CTLS INTL PLC SHS SHS   2010-05-19 2025-05-06
188. TE CONNECTIVITY LTD. PLC SHS   2012-06-01 2025-05-06
46. DOW INC COM   2025-02-13 2025-06-05
303. FLOWERS FOODS INC   2025-02-13 2025-06-05
27. INNOVATIVE INDL PPTYS INC CL A   2025-01-14 2025-06-05
345. KRAFT HEINZ CO COM   2025-02-05 2025-06-05
145. REYNOLDS CONSUMER PRODS INC COM   2025-02-13 2025-06-05
17. SALESFORCE INC INC   2025-02-13 2025-06-05
68. UNITED PARCEL SERVICE CL B   2025-02-13 2025-06-05
36. VAIL RESORTS INC   2025-02-13 2025-06-05
802. WESTERN UNION CO   2025-02-13 2025-06-05
6. ACCENTURE PLC IRELAND SHS CLASS A   2025-02-13 2025-06-05
56. LYONDELLBASELL INDUSTRIES NV SHS CLASS A   2025-01-14 2025-06-05
361. DIMENSIONAL INTL CORE EQUITY 2 ETF   2024-09-12 2025-06-20
281. JUNIPER NETWORKS INC   2025-06-05 2025-07-02
7. BEST BUY INC COM   2024-07-12 2025-07-08
50. BEST BUY INC COM   2025-02-13 2025-07-08
16. BROADCOM INC COM   2013-08-28 2025-07-08
34. T ROWE PRICE GROUP INC   2025-02-13 2025-07-08
33. UNITEDHEALTH GROUP INC   2009-04-01 2025-07-08
51. TE CONNECTIVITY LTD. PLC SHS   2010-05-19 2025-07-08
16. CVS CORP   2025-02-13 2025-08-05
118. COMCAST CORP   2025-02-13 2025-08-05
64. DOW INC COM   2025-02-13 2025-08-05
5. PALO ALTO NETWORKS INC   2025-06-05 2025-08-05
4. PROCTER & GAMBLE CO   2025-06-05 2025-08-05
94. REYNOLDS CONSUMER PRODS INC COM   2025-02-13 2025-08-05
16. SALESFORCE INC INC   2025-02-13 2025-08-05
23. TESLA INC COM   2025-02-13 2025-08-05
13. UNITED PARCEL SERVICE CL B   2025-02-13 2025-08-05
5. HUBSPOT INC COM   2025-04-14 2025-09-05
5. INTUIT INC   2025-07-08 2025-09-05
21. ROPER INDS INC NEW   2025-05-06 2025-09-05
3. SUPER MICRO COMPUTER INC   2025-06-05 2025-09-05
537. WESTERN UNION CO   2025-02-13 2025-09-05
574. AMCOR PLC   2024-07-12 2025-09-05
411. DIMENSIONAL INTL CORE EQUITY 2 ETF   2024-09-12 2025-10-02
18. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2025-03-14 2025-10-02
569. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-09-29 2025-10-02
373. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-09-29 2025-10-02
51. AIR PRODUCTS & CHEMICAL INC   2024-10-04 2025-10-06
34. BROADCOM INC COM   2013-08-28 2025-10-06
7. COSTCO WHOLESALE CORP   2025-04-14 2025-10-06
19. KODIAK GAS SERVICES INC   2024-07-12 2025-10-06
27. S&P GLOBAL INC COM   2024-07-12 2025-10-06
12. ADOBE SYSTEMS INC   2025-04-14 2025-11-06
548. ARBOR REALTY TRUST INC   2025-08-05 2025-11-06
6. CAL-MAINE FOODS INC   2025-08-05 2025-11-06
88. CONAGRA INC   2025-05-06 2025-11-06
156. CONAGRA INC   2025-08-05 2025-11-06
10. DEXCOM INC   2025-04-14 2025-11-06
23. FMC CORP   2025-02-13 2025-11-06
3. META PLATFORMS INC CL A   2025-07-08 2025-11-06
466. FOUR CORNERS PPTY TR INC COM   2024-07-12 2025-11-06
365. GAMING & LEISURE PPTYS INC COM   2024-07-12 2025-11-06
13. KIMBERLY CLARK CORP   2025-02-05 2025-11-06
4. MASIMO CORP   2025-04-14 2025-11-06
29. VAIL RESORTS INC   2025-07-08 2025-11-06
8. ACCENTURE PLC IRELAND SHS CLASS A   2025-02-13 2025-11-06
242. LYONDELLBASELL INDUSTRIES NV SHS CLASS A   2025-08-05 2025-11-06
65. ISHARES HIGH YIELD MUNI ACTIVE FLEXIBLE   2025-03-14 2025-11-17
780. DIMENSIONAL INTL CORE EQUITY 2 ETF   2024-09-12 2025-11-17
33. FIDELITY TOTAL BOND ETF   2024-02-26 2025-11-17
678. ISHARES TR MULTIFACTOR INTL   2024-09-12 2025-11-17
33. JANUS HENDERSON JANUS HENDERSON AAA CLO   2024-06-24 2025-11-17
23. HORIZON KINETICS INFLATION BNFCRS ETF   2025-03-14 2025-11-17
236. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-09-29 2025-11-17
82. SPDR RUSSELL 1000 YIELD ETF   2025-10-02 2025-11-17
502. WISDOMTREE EMERGING MARKETS HIGH DIV ETF   2024-06-24 2025-11-17
.024 OMNICOM GROUP   2025-05-06 2025-12-01
. VOLKSWAGEN AG ADR RP PFD ADR     2025-12-18
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 740   877 -137
b 5,001   5,418 -417
c 1,152   1,251 -99
d 188   203 -15
e 23,052   24,682 -1,630
1,180   1,302 -122
4,234   4,705 -471
1,110   1,218 -108
3,673   3,911 -238
14,764   16,056 -1,292
3,950   4,163 -213
1,031   1,081 -50
4,797   3,360 1,437
2,403   2,416 -13
7,209   7,078 131
2,731   2,951 -220
1,899   2,189 -290
4,221   736 3,485
5,800   6,481 -681
20,902   148 20,754
9,000   1,531 7,469
91,320   2,670 88,650
69,519   10,773 58,746
7,186   1,679 5,507
19,648   2,705 16,943
4,729   1,012 3,717
10,805   331 10,474
555   600 -45
26,621   1,035 25,586
4,255   223 4,032
6,994   1,903 5,091
3,118   558 2,560
9,903   2,172 7,731
7,190   1,571 5,619
8,036   8,504 -468
8,372   9,458 -1,086
15,503   15,010 493
5,413   5,595 -182
39,166   38,874 292
6,880   6,686 194
48,117   38,419 9,698
37,763   42,691 -4,928
66,365   56,478 9,887
19,606   22,759 -3,153
2,549   2,804 -255
9,612   11,084 -1,472
16,930   18,933 -2,003
402   539 -137
484   521 -37
2,297   3,038 -741
914   1,327 -413
4,332   5,295 -963
8,581   9,257 -676
489   527 -38
1,163   1,377 -214
23,344   27,379 -4,035
3,476   4,741 -1,265
6,075   7,259 -1,184
21,281   24,706 -3,425
14,570   15,753 -1,183
3,538   3,787 -249
23,175   25,818 -2,643
14,445   16,939 -2,494
12,049   15,211 -3,162
7,099   8,027 -928
2,300   3,113 -813
5,497   6,059 -562
1,706   2,261 -555
257   301 -44
237   281 -44
14,735   572 14,163
2,552   2,881 -329
23,491   835 22,656
15,110   786 14,324
777   280 497
6,119   1,329 4,790
27,955   5,796 22,159
1,307   1,771 -464
4,976   5,669 -693
1,493   1,783 -290
9,160   9,885 -725
3,172   3,583 -411
4,558   5,587 -1,029
6,633   7,889 -1,256
5,569   5,937 -368
7,515   8,346 -831
1,894   2,334 -440
3,162   4,221 -1,059
11,003   9,888 1,115
11,240   9,944 1,296
507   609 -102
3,620   4,466 -846
4,376   90 4,286
3,407   3,643 -236
10,115   683 9,432
8,785   1,417 7,368
1,019   1,070 -51
3,844   4,170 -326
1,428   2,464 -1,036
849   995 -146
604   655 -51
2,075   2,322 -247
4,013   5,258 -1,245
7,073   8,115 -1,042
1,120   1,508 -388
2,423   2,616 -193
3,355   3,888 -533
10,927   11,997 -1,070
121   129 -8
4,748   5,568 -820
4,738   5,706 -968
13,501   11,257 2,244
1,791   1,366 425
56,604   31,867 24,737
15,116   14,428 688
13,898   14,531 -633
11,472   190 11,282
6,351   6,823 -472
640   496 144
12,885   12,644 241
3,918   4,201 -283
5,191   6,372 -1,181
528   636 -108
1,478   2,052 -574
2,621   2,938 -317
575   669 -94
300   841 -541
1,868   2,160 -292
11,081   12,027 -946
16,293   17,581 -1,288
1,311   1,737 -426
568   616 -48
4,146   4,807 -661
1,944   3,113 -1,169
10,437   12,634 -2,197
3,441   3,400 41
25,694   21,364 4,330
1,525   1,490 35
24,655   20,480 4,175
1,671   1,678 -7
999   925 74
9,535   9,128 407
9,055   9,287 -232
23,225   22,233 992
2   2  
49     49
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
      101
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       -137
b       -417
c       -99
d       -15
e       -1,630
      -122
      -471
      -108
      -238
      -1,292
      -213
      -50
      1,437
      -13
      131
      -220
      -290
      3,485
      -681
      20,754
      7,469
      88,650
      58,746
      5,507
      16,943
      3,717
      10,474
      -45
      25,586
      4,032
      5,091
      2,560
      7,731
      5,619
      -468
      -1,086
      493
      -182
      292
      194
      9,698
      -4,928
      9,887
      -3,153
      -255
      -1,472
      -2,003
      -137
      -37
      -741
      -413
      -963
      -676
      -38
      -214
      -4,035
      -1,265
      -1,184
      -3,425
      -1,183
      -249
      -2,643
      -2,494
      -3,162
      -928
      -813
      -562
      -555
      -44
      -44
      14,163
      -329
      22,656
      14,324
      497
      4,790
      22,159
      -464
      -693
      -290
      -725
      -411
      -1,029
      -1,256
      -368
      -831
      -440
      -1,059
      1,115
      1,296
      -102
      -846
      4,286
      -236
      9,432
      7,368
      -51
      -326
      -1,036
      -146
      -51
      -247
      -1,245
      -1,042
      -388
      -193
      -533
      -1,070
      -8
      -820
      -968
      2,244
      425
      24,737
      688
      -633
      11,282
      -472
      144
      241
      -283
      -1,181
      -108
      -574
      -317
      -94
      -541
      -292
      -946
      -1,288
      -426
      -48
      -661
      -1,169
      -2,197
      41
      4,330
      35
      4,175
      -7
      74
      407
      -232
      992
       
      49
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 366,482
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 5,744
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 5,744
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 63,709
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
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 0
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  
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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofARDEN TRUST COMPANY Telephone no. (614) 249-1948

Located at2711 CENTERVILLE RD STE 200WILMINGTONDE ZIP+419808
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
ARDEN TRUST COMPANY TRUSTEE
1 		11,881    
2711 CENTERVILLE RD STE 200
WILMINGTON,DE19808
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
2,409,100
b
Average of monthly cash balances.......................
1b
73,238
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,482,338
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
2,482,338
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,235
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,445,103
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
122,255
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
122,255
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
122,255
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
122,255
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
122,255
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
116,788
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
116,788
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 7 122,255
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 111,568
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: $ 116,788
a Applied to 2024, but not more than line 2a 111,568
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..... 5,220
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 .......... 		117,035
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN BIBLE SOCIETY
ATTN LEA VELIS DIR LEGAL AFFAI
101 N INDEPENDENCE MALL EAST
PHILADELPHIA,PA191062155 		NONE   UNRESTRICTED GIFT 7,363

GOD'S BIBLE SCHOOL & COLLEGE
ATTN HAROLD FOURMAN
1810 YOUNG
CINCINNATI,OH45202 		NONE   UNRESTRICTED GIFT 11,157

FREE METHODIST CHURCH & MISSIONS
ATTN JO LAMMEY CONTROLLER
P O BOX 51710
INDIANAPOLIS,IN46251 		NONE   UNRESTRICTED GIFT 22,314

SPRING ARBOR COLLEGE

106 E MAIN ST ATTN JANET TJEP
SPRING ARBOR,MI49283 		NONE   UNRESTRICTED GIFT 7,475

CHILDREN INTERNATIONAL

2000 EAST RED BRIDGE ROAD ATTN
KANSAS CITY,MO64131 		NONE   UNRESTRICTED GIFT 7,475

HOBE SOUND BIBLE COLLEGE

P O BOX 1065 SE GOMEZ AVE ATTN
HOBE SOUND,FL33475 		NONE   UNRESTRICTED GIFT 11,157

ASBURY THEOLOGICAL SEMINARY

204 N LEXINGTON AVE ATTN JIM B
WILMORE,KY40390 		NONE   UNRESTRICTED GIFT 7,475

PRISON FELLOWSHIP MINISTRIES
PLANNED GIVING
44180 RIVERSIDE PARKWAY
LANSDOWNE,VA201768421 		NONE   UNRESTRICTED GIFT 7,475

WESLEY BIBLICAL SEMINARY
ATTN PEGGY PRICE
PO BOX 600
RIDGELAND,MS39158 		NONE   UNRESTRICTED GIFT 7,363

OMS INTERNATIONAL INC

941 FRY ROA - ATTN WAYNE A KIN
GREENWOOD,IN46142 		NONE   UNRESTRICTED GIFT 11,157

WORLD VISION INC
ATTN SARAH HUSS
P O 9716
FEDERAL WAY,WA980639716 		NONE   UNRESTRICTED GIFT 11,157
Total ................................. 3a 111,568
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 83,978  
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 ............ 		    18 366,482  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 4,010  
bSECTION 897 CAPITA     1 195  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   454,665  
13Total. Add line 12, columns (b), (d), and (e)..................
13
454,665
(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:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,250     2,250

TY 2025 InvestmentsOtherSchedule2
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE STATEMENT ATTACHED AT COST 1,775,116 2,461,315
00724F101 ADOBE SYS INC      
009066101 AIRBNB INC COM CL A      
009158106 AIR PRODUCTS & CHEMI      
02079K305 ALPHABET INCORPORATI      
023135106 AMAZON COM INC      
031162100 AMGEN INC      
036752103 ANTHEM INC      
037833100 APPLE INC      
038923108 ARBOR REALTY TRUST I      
052769106 AUTODESK INC      
064058100 BANK OF NEW YORK MEL      
075887109 BECTON DICKINSON AND      
105105209 BRAMBLES LTD      
11135F101 BROADCOM INC      
14020G101 CAPITAL GROUP GROWTH      
16119P108 CHARTER COMMUNICATIO      
166764100 CHEVRONTEXACO CORPOR      
20030N101 COMCAST CORP      
20854L108 CONSOL ENERGY INC NE      
244199105 DEERE & CO      
251566105 DEUTSCHE TELEKOM AG      
25434V799 DIMENSIONAL INTL COR      
25659T107 DOLBY LABORATORIES I      
30303M102 FACEBOOK INC CL-A      
33738R118 FIRST TRUST NASDAQ T      
344849104 FOOT LOCKER INC      
35671D857 FREEPORT-MCMORAN INC      
384802104 WW GRAINGER INC      
405552100 HALEON PLC SPON ADS      
419870100 HAWAIIAN ELECTRIC IN      
43858F109 HONG KONG EXCHANGES      
452308109 ILLINOIS TOOL WORKS      
464288620 ISHARES LEHMAN CREDI      
46434V274 ISHARES TR MULTIFACT      
46434V860 ISHARES TREASURY FLO      
46435U713 ISHARES US INFRASTRU      
46625H100 J P MORGAN CHASE & C      
478160104 JOHNSON & JOHNSON      
502431109 L3HARRIS TECHNOLOGIE      
518416102 HARTFORD MULTI GLOBA      
531229755 LIBERTY MEDIA CORP      
532457108 ELI LILLY & CO      
571748102 MARSH & MCLENNAN COS      
573284106 MARTIN MARIETTA MATE      
58933Y105 MERCK & CO INC NEW      
594918104 MICROSOFT CORP      
64110L106 NETFLIX INC      
670100205 NOVO-NORDISK A S ADR      
67066G104 NVIDIA CORP      
68163W208 OLYMPUS CORP-SPON U      
759530108 RELX PLC      
78409V104 S& P GLOBAL INC      
78464A664 SPDR PORTFOLIO LONG      
78467V848 SPDR DOUBLELINE TOTA      
78468R770 SPDR RUSSELL 1000 YI      
78573L106 SABRA HEALTH CARE RE      
808513105 CHARLES SCHWAB CORP/      
816851109 SEMPRA ENERGY      
824348106 SHERWIN WILLIAMS CO      
833445109 SNOWFLAKE INC CL A      
835699307 SONY CORP      
88160R101 TESLA MOTORS INC      
883556102 THERMO FISHER SCIENT      
911312106 UNITED PARCEL SERVIC      
91324P102 UNITEDHEALTH GROUP I      
922908611 VANGUARD SMALL-CAP V      
92537N108 VERTIV HOLDINGS LLC      
92826C839 VISA INC      
929042109 VORNADO REALTY TRUST      
969904101 WILLIAMS-SONOMA INC      
97717W315 WISDOMTREE TRUST EMR      
98978V103 ZOETIS INC      
G51502105 JOHNSON CTLS INTL PL      
G54950103 LINDE PLC      
G7997R103 SEAGATE TECHNOLOGY H      
H2906T109 GARMIN LTD      
H84989104 TE CONNECTIVITY LTD      

TY 2025 OtherDecreasesSchedule
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Description Amount
2024 Q4 1041 ESTIMATE 62,788


TY 2025 OtherExpensesSchedule
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 2 2   0


TY 2025 OtherIncomeSchedule2
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 4,010 0  
SECTION 897 CAPITAL GAIN 195 195  


TY 2025 OtherIncreasesSchedule
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Description Amount
MUTUAL FUND TIMING DIFFERENCE 36
RETURN OF CAPITAL ADJUSTMENT 1,667


TY 2025 OtherProfessionalFeesSchedule
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 25,493 25,493    


TY 2025 TaxesSchedule
Name:
H & Z ORCHARD CHARIT TR DTD 31887
EIN:
65-6294862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES (NOT SUBJECT TO $1 47,706 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,250 2,250   0
FOREIGN TAXES ON NONQUALIFIED 733 733   0