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
THE WILLIAM AND MARY LOUISE CHRISTOVICH
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 601 POYDRAS STREET 2300
  Room/suite
City or town
NEW ORLEANS
State or province
LA
Country  
ZIP or foreign postal code
70130
A Employer identification number

46-4337517
B Telephone number (see instructions)

5045934214
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)$816,987J 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... 19,876 19,876  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 141,562
b Gross sales price for all assets on line 6a 614,887
7 Capital gain net income (from Part IV, line 2)... 141,562
8 Net short-term capital gain.........  
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........ 161,438 161,438  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,370 8,370   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,700 7,700   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
490 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,560 16,070   0
25 Contributions, gifts, grants paid....... 40,000 40,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 56,560 16,070   40,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 104,878
b Net investment income (if negative, enter -0-) 145,368
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 18,911 16,248 16,248
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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)....... 521,146 Click to see attachment
List of Attached Documents:
// Content
577,973 		750,025
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)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
50,714 		Click to see attachment
List of Attached Documents:
// Content
50,714
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 540,057 644,935 816,987
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 540,057 644,935
29 Total net assets or fund balances (see instructions)..... 540,057 644,935
30 Total liabilities and net assets/fund balances (see instructions). 540,057 644,935
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
540,057
2
Enter amount from Part I, line 27a .....................
2
104,878
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
644,935
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
644,935
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 3M COMPANY   2024-01-02 2025-01-02
b ABBVIE INC SHS   2025-01-02 2025-12-31
c ABBVIE INC SHS   2024-01-02 2025-12-31
d ALERIAN MLP ETF SHS   2024-01-02 2025-12-31
e ALLSTATE CORP DEL   2023-10-26 2025-03-19
ALPHABET INC SHS CL A   2024-05-29 2025-11-25
AMAZON COM INC COM   2019-12-04 2025-10-14
AMER EXPRESS COMPANY   2023-04-17 2025-10-14
APPLE INC   2016-05-12 2025-10-27
APPLIED MATERIAL INC   2023-04-17 2025-03-25
APPLOVIN CORP COM   2024-04-24 2025-06-06
APPLOVIN CORP COM   2025-02-26 2025-09-18
ASTRAZENECA PLC SPND ADR   2024-08-14 2025-12-12
ASTRAZENECA PLC SPND ADR   2024-08-02 2025-07-03
AT&T INC   2025-02-10 2025-04-21
BLACKROCK INC REG SHS   2023-01-09 2025-10-14
BLUE OWL CAP INC   2023-10-12 2025-04-16
BLUE OWL CAP INC   2025-02-28 2025-04-21
BOEING COMPANY   2025-02-03 2025-10-14
BOSTON SCIENTIFIC CORP   2025-03-25 2025-10-14
BP PLC   2024-01-02 2025-12-31
BP PLC   2025-01-02 2025-12-31
BROADCOM INC   2024-10-09 2025-10-08
BROADCOM INC   2024-10-09 2025-10-14
CHENIERE ENERGY   2024-04-15 2025-09-22
CLOUDFLARE INC   2025-07-31 2025-10-14
COMCAST CORP NEW CL A   2024-04-19 2025-02-11
COMCAST CORP NEW CL A   2023-06-22 2025-02-11
COMERICA INC   2024-01-02 2025-01-02
CONSOLIDATED EDISON INC   2024-04-19 2025-09-03
CONSOLIDATED EDISON INC   2025-08-07 2025-09-03
CONSTELLATION ENERGY CORP   2025-03-25 2025-10-14
COSTCO WHOLESALE CRP DEL   2022-06-02 2025-10-14
CSX CORP   2023-10-04 2025-01-16
CSX CORP   2025-08-12 2025-10-14
CVS HEALTH CORP   2025-01-02 2025-12-31
CVS HEALTH CORP   2023-04-20 2025-12-31
D R HORTON INC   2024-04-19 2025-03-05
D R HORTON INC   2023-12-08 2025-03-05
DATADOG INC REG SHS CL A   2024-04-05 2025-08-11
DATADOG INC REG SHS CL A   2025-07-03 2025-08-12
DELL TECHNOLOGIES INC   2024-06-11 2025-02-03
DIGITAL RLTY TR INC   2023-07-10 2025-10-14
DOLLAR GENERAL CORP   2025-04-07 2025-10-14
EATON CORP PLC   2023-07-20 2025-10-14
ELI LILLY & CO   2024-01-26 2025-11-07
EMERSON ELEC CO   2023-06-29 2025-08-18
EQUIFAX INC   2024-08-05 2025-04-17
EXXON MOBIL CORP COM   2023-02-10 2025-04-21
FIFTH THIRD BANCORP   2023-04-20 2025-12-31
FREEPORT-MCMORAN INC   2024-05-01 2025-04-21
FREEPORT-MCMORAN INC   2024-05-02 2025-10-14
GE VERNOVA LLC   2024-10-11 2025-10-06
GENERAL MILLS   2025-01-02 2025-12-31
GENL DYNAMICS CORP COM   2024-05-28 2025-12-15
GILEAD SCIENCES INC   2024-10-25 2025-04-21
HCA HEALTHCARE INC   2025-02-27 2025-10-16
HCA HEALTHCARE INC   2024-05-30 2025-10-08
HERSHEY COMPANY   2025-01-02 2025-12-31
HERSHEY COMPANY   2024-01-02 2025-12-31
HEWLETT PACKARD ENTERPRISE CO   2023-04-17 2025-05-06
HOME DEPOT INC   2019-12-04 2025-10-14
HP INC   2023-12-14 2025-10-14
IMPERIAL OIL LTD COM   2024-01-02 2025-12-31
INTL BUSINESS MACHINES CORP IBM   2023-08-02 2025-10-14
INTRPUBLIC GRP OF CO   2023-08-03 2025-01-22
INTUITIVE SURGICAL INC   2023-04-17 2025-09-12
JOHNSON AND JOHNSON COM   2025-01-02 2025-12-31
JPMORGAN CHASE & CO   2022-11-03 2025-10-14
KELLANOVA   2024-01-02 2025-01-02
KENVUE INC   2024-01-02 2025-01-02
KINDER MORGAN INC. DEL   2023-04-17 2025-08-07
KRAFT (THE) HEINZ CO SHS   2023-07-20 2025-01-14
KRAFT (THE) HEINZ CO SHS   2024-08-05 2025-01-15
LINDE PLC NEW   2023-04-17 2025-10-14
LOWE'S COMPANIES INC   2023-12-15 2025-05-27
M&T BANK CORPORATION   2023-04-20 2025-12-31
MARVELL TECH INC   2025-02-26 2025-05-27
MASTERCARD INC   2023-05-30 2025-10-14
MCDONALDS CORP   2023-08-28 2025-12-11
MCDONALDS CORP   2025-02-26 2025-12-12
MEDTRONIC PLC SHS   2023-04-17 2025-10-14
META PLATFORMS INC   2025-03-25 2025-11-12
META PLATFORMS INC   2024-07-23 2025-11-07
MICROSOFT CORP   2020-03-17 2025-10-14
MONGODB INC   2024-07-01 2025-08-11
MONGODB INC CL A   2025-03-25 2025-08-12
MORGAN STANLEY   2023-04-20 2025-12-31
NETFLIX COM INC   2025-04-16 2025-12-30
NOVARTIS ADR   2025-01-02 2025-12-31
NOVO NORDISK A S ADR   2025-01-24 2025-03-25
NVIDIA   2024-02-05 2025-11-25
ORACLE CORP   2024-10-07 2025-11-25
ORACLE CORP   2024-10-04 2025-08-11
PEPSICO, INC   2024-03-25 2025-10-14
PHILLIP MORRIS INTL INC   2023-04-20 2025-12-31
PNC FINCL SERVICES GROUP   2025-01-02 2025-12-31
PRINCIPAL FINANCIAL GRP   2023-04-17 2025-10-14
PROCTER & GAMBLE CO   2025-02-03 2025-07-31
PROCTER & GAMBLE CO   2024-04-15 2025-07-03
PROGRESSIVE CRP OHIO   2024-01-22 2025-10-14
PUB SVC ENTERPRISE GRP   2024-06-26 2025-04-21
REALTY INCM CRP MD   2023-04-17 2025-05-16
RTX CORP   2024-08-19 2025-10-14
RTX CORP   2024-08-15 2025-06-25
S&P GLOBAL INC   2023-12-04 2025-09-19
SANDISK CORP   2024-01-30 2025-03-05
SANDISK CORP   2024-11-27 2025-03-07
SAP SE SHS   2025-04-29 2025-10-06
SEAGATE TECH HLDGS PUB LTD CO   2025-06-27 2025-10-16
SERVICENOW INC   2024-06-11 2025-10-14
SERVICENOW INC   2025-03-25 2025-12-31
SHOPIFY INC CL A   2025-10-06 2025-10-14
SIMON PROPERTY GROUP DEL   2024-05-31 2025-04-21
SIMON PROPERTY GROUP DEL REIT   2024-06-05 2025-10-14
SNOWFLAKE INC REG SHS   2025-05-27 2025-10-14
SPOTIFY TECH S. A. REG SHS   2025-01-24 2025-04-29
SPROUTS FARMERS MARKETS INC SHS   2025-07-07 2025-11-12
SYNCHRONY FINL COM   2023-05-25 2025-04-21
TAIWAN MANFCTRING ADR   2024-01-02 2025-01-02
TAIWAN MANFCTRING ADR   2024-01-02 2025-12-31
TAKE TWO INTER SOFTWARE   2023-10-11 2025-10-14
TARGET CORP COM   2024-10-25 2025-02-28
TESLA INC   2024-11-04 2025-10-14
TESLA INC   2023-11-15 2025-03-25
TEXAS INSTRUMENTS   2025-08-12 2025-10-17
TEXAS INSTRUMENTS   2023-07-20 2025-10-15
TJX COS INC NEW   2024-05-30 2025-10-14
T-MOBILE US INC SHS   2024-08-05 2025-10-06
TOPBUILD CORP SHS   2023-12-05 2025-10-14
TORONTO DOMINION BANK   2025-01-02 2025-12-31
TRADE (THE) DESK INC SHS CLA A   2024-12-13 2025-08-08
TRUIST FINL CORP   2023-06-06 2025-10-14
UBER TECHNOLOGIES INC   2024-02-05 2025-08-07
UNITEDHEALTH GROUP INC   2025-04-08 2025-05-19
VERTIV HLDG CO   2025-02-26 2025-03-28
VISA INC CL A SHARES   2023-05-30 2025-09-12
WALMART INC   2025-02-26 2025-11-12
WELLS FARGO & CO   2024-12-02 2025-10-14
WELLTOWER INC   2024-04-19 2025-12-12
WILLIAMS COMPANIES DEL   2023-04-18 2025-04-21
WORKDAY INC CL A   2025-05-01 2025-12-31
WSTN DIGITAL CORP DEL   2025-09-18 2015-10-14
WSTN DIGITAL CORP DEL   2024-03-13 2025-04-04
XCEL ENERGY INC   2024-09-12 2025-10-14
XCEL ENERGY INC   2024-09-11 2025-04-21
(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 18,615   13,226 5,389
b 1,146   896 250
c 22,463   15,625 6,838
d 6,515   5,847 668
e 1,031   626 405
10,300   8,103 2,197
4,223   1,675 2,548
1,709   977 732
9,692   911 8,781
952   670 282
783   139 644
1,250   458 792
6,394   6,029 365
1,574   1,783 -209
158   149 9
5,973   4,334 1,639
2,943   2,059 884
427   501 -74
426   352 74
485   493 -8
15,268   15,646 -378
6,197   5,348 849
342   180 162
8,850   3,278 5,572
1,163   772 391
432   416 16
175   200 -25
3,109   3,493 -384
17,098   15,698 1,400
6,936   6,227 709
97   105 -8
682   451 231
942   477 465
3,791   3,605 186
695   706 -11
17,338   9,780 7,558
15,429   14,168 1,261
256   286 -30
3,937   3,296 641
999   756 243
642   764 -122
497   621 -124
3,209   2,278 931
1,126   938 188
3,652   2,198 1,454
4,813   3,156 1,657
4,751   3,298 1,453
975   1,036 -61
1,002   1,063 -61
11,188   6,700 4,488
97   97 0
1,947   2,206 -259
1,803   796 1,007
13,437   18,419 -4,982
4,643   3,425 1,218
2,578   2,134 444
4,055   3,199 856
2,669   2,041 628
4,941   4,604 337
15,005   15,734 -729
879   833 46
768   428 340
1,775   1,867 -92
1,379   925 454
6,906   3,872 3,034
2,565   3,421 -856
1,032   535 497
26,255   18,452 7,803
5,903   2,645 3,258
21,953   15,643 6,310
15,473   15,656 -183
4,595   2,924 1,671
1,729   2,264 -535
861   1,074 -213
459   361 98
1,122   1,129 -7
2,083   1,407 676
870   1,592 -722
564   374 190
2,655   2,531 124
624   616 8
808   739 69
622   622 0
6,059   3,073 2,986
8,462   2,663 5,799
1,042   1,325 -283
203   199 4
21,192   15,087 6,105
1,501   1,260 241
26,102   18,438 7,664
1,236   1,938 -702
10,976   2,508 8,468
675   511 164
1,017   679 338
5,940   7,921 -1,981
1,784   1,376 408
20,118   18,507 1,611
3,237   3,136 101
765   837 -72
1,650   1,559 91
1,577   814 763
80   73 7
1,053   1,130 -77
2,422   1,769 653
2,692   2,229 463
1,023   814 209
144   126 18
292   286 6
271   291 -20
4,179   2,606 1,573
1,848   1,172 676
770   866 -96
151   165 -14
147   147 0
704   607 97
243   206 37
558   508 50
1,099   1,787 -688
1,867   943 924
10,433   5,245 5,188
4,287   1,412 2,875
1,334   876 458
2,729   3,385 -656
1,711   987 724
867   728 139
4,568   4,939 -371
2,446   2,555 -109
1,759   1,086 673
1,886   1,249 637
428   309 119
32,848   18,490 14,358
544   1,333 -789
1,444   1,116 328
242   207 35
4,308   8,082 -3,774
1,581   1,918 -337
682   439 243
7,322   6,927 395
2,050   1,911 139
6,875   3,414 3,461
2,761   1,454 1,307
905   980 -75
509   703 -194
556   839 -283
891   700 191
137   127 10
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       5,389
b       250
c       6,838
d       668
e       405
      2,197
      2,548
      732
      8,781
      282
      644
      792
      365
      -209
      9
      1,639
      884
      -74
      74
      -8
      -378
      849
      162
      5,572
      391
      16
      -25
      -384
      1,400
      709
      -8
      231
      465
      186
      -11
      7,558
      1,261
      -30
      641
      243
      -122
      -124
      931
      188
      1,454
      1,657
      1,453
      -61
      -61
      4,488
      0
      -259
      1,007
      -4,982
      1,218
      444
      856
      628
      337
      -729
      46
      340
      -92
      454
      3,034
      -856
      497
      7,803
      3,258
      6,310
      -183
      1,671
      -535
      -213
      98
      -7
      676
      -722
      190
      124
      8
      69
      0
      2,986
      5,799
      -283
      4
      6,105
      241
      7,664
      -702
      8,468
      164
      338
      -1,981
      408
      1,611
      101
      -72
      91
      763
      7
      -77
      653
      463
      209
      18
      6
      -20
      1,573
      676
      -96
      -14
      0
      97
      37
      50
      -688
      924
      5,188
      2,875
      458
      -656
      724
      139
      -371
      -109
      673
      637
      119
      14,358
      -789
      328
      35
      -3,774
      -337
      243
      395
      139
      3,461
      1,307
      -75
      -194
      -283
      191
      10
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 2 141,562
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 2,021
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 2,021
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 2,021
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 840
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 840
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 1,181
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 tax   Refunded 11  
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
LA
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 addressN/A
14
The books are in care ofTERRY CHRISTOVICH GAY Telephone no. (504) 593-4214

Located at601 POYDRAS STREET STE 2300NEW ORLEANSLA ZIP+470130
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)
 
No
(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
 
 
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
MARIE ELISE GROTE VICE-PRESIDENT
1.00 		0 0 0
75434 RIVER ROAD
COVINGTON,LA70435
MICHAEL MOSSY CHRISTOVICH VICE-PRESIDENT, PRESIDENT
1.00 		0 0 0
829 E SCENIC DRIVE
PASS CHRISTIAN,MS39571
TERRY CHRISTOVICH GAY TREASURER
1.00 		0 0 0
601 POYDRAS ST SUITE 2300
NEW ORLEANS,LA70130
JEFFREY JAMES CHRISTOVICH SECRETARY
1.00 		0 0 0
10540 DRAPER AVENUE
LOS ANGELES,CA90064
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.........................0
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
705,778
b
Average of monthly cash balances.......................
1b
20,292
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
726,070
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
726,070
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,891
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
715,179
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
35,759
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
35,759
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,021
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,021
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
33,738
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
33,738
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
33,738
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
40,000
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
40,000
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 33,738
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 30,354
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 40,000
a Applied to 2024, but not more than line 2a 30,354
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..... 9,646
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 .......... 		24,092
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 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ST JOHN'S PRESBYTERIAN CHURCH OF RANCHO PARK

11000 NATIONAL BLVD
LOS ANGELES,CA90064 		N/A   OPERATING EXPENSE 10,000

PRESERVATION RESOURCE CENTER OF NEW ORLEANS

923 TCHOUPITOULAS ST
NEW ORLEANS,LA70130 		N/A   OPERATING EXPENSE 7,500

HUMANE SOCIETY OF SOUTH MISSISSIPPI

2615 25TH AVENUE
GULFPORT,MS39501 		N/A   OPERATING EXPENSE 5,000

EDS FRIENDS INC PLANO TEXAS

6085 WATER ST APT 2517
PLANO,TX75024 		N/A   OPERATING EXPENSE 3,500

WASHINGTON & LEE UNIVERSITY

204 W WASHINGTON STREET
LEXINGTON,VA24450 		N/A   OPERATING EXPENSE 2,500

TULANE LAW SCHOOL

6329 FRERET STREET
NEW ORLEANS,LA70118 		N/A   OPERATING EXPENSE 2,500

ST JOSEPH'S ABBEY

75376 RIVER RD
ST BENEDICT,LA70457 		N/A   OPERATING EXPENSE 1,500

COVENANT HOUSE

611 N RAMPART ST
NEW ORLEANS,LA70112 		N/A   OPERATING EXPENSE 1,500

SECOND HARVEST FOOD BANK

700 EDWARDS AVE
NEW ORLEANS,LA70123 		N/A   OPERATING EXPENSE 1,000

PONTCHARTRAIN CONSERVANCY

8001 LAKESHORE DR
NEW ORLEANS,LA70124 		N/A   OPERATING EXPENSE 1,000

LOYOLA LAW SCHOOL

526 PINE ST
NEW ORLEANS,LA70118 		N/A   OPERATING EXPENSE 1,000

HOLY NAME OF JESUS SCHOOL

6325 CROMWELL PL
NEW ORLEANS,LA70118 		N/A   OPERATING EXPENSE 1,000

GROUNDS KREWE

3962 MAGAZINE STREET
NEW ORLEANS,LA70115 		N/A   OPERATING EXPENSE 1,000

CHILDREN'S CANCER RESEARCH FUND

1650 W 82ND ST SUITE 400
MINNEAPOLIS,MN55431 		N/A   OPERATING EXPENSE 1,000
Total ................................. 3a 40,000
bApproved for future payment
Total ................................. 3b 0
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 19,876  
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 ............ 		    14 141,562  
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) .. 0 161,438 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
161,438
(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


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 8,370 8,370   0

TY 2025 InvestmentsCorpStockSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC SHS 16,521 23,534
ALERIAN MLP ETF SHS 16,256 17,962
ALLSTATE 4,837 6,869
ALPHABET INC 11,695 17,841
AMAZON COM INC 5,331 7,155
AMERICAN EXPRESS COMPANY 1,760 2,960
ANALOG DEVICES INC CO 7,818 8,407
APPLE 8,120 11,690
APPLIED MATERIAL INC 881 2,021
ASTRAZENE CA PLC 1,545 2,114
AT&T 15,314 14,308
AXON ENTERPRISE INC 1,077 1,136
BLACKROCK INC 8,111 10,703
BOEING COMPANY 880 1,086
BOSTON SCIENTIFIC CORP 1,956 1,812
BP PLC SPON ADR 20,995 21,533
BROADCOM INC 6,174 10,037
CATERPILLAR INC DEL 6,683 7,447
CLOUDFLARE INC REG SHS 1,024 986
COCA COLA COM 1,915 1,888
CONSTELLATION ENERGY 656 1,060
COSTCO WHOLESALE CRP DEL 1,417 1,725
CSX CORP 5,837 5,981
CVS HEALTH CORP 23,947 32,696
DELL TECHNOLOGIES INC 1,505 1,259
DIGITAL RLTY TR INC 5,241 6,188
DOLLAR GENERAL CORP 1,037 1,460
EATON CORP PLC 3,107 3,504
ELI LILLY & CO 7,653 10,747
EMERSON ELEC CO 6,414 7,698
EXXON MOBIL CORP 12,098 12,997
FERRARI NV 1,041 1,109
FIFTH THIRD BANCORP 6,060 10,205
FREEPORT-MCMORAN INC 4,919 5,435
GE AEROSPACE 936 924
GENERAL MILLS 18,419 13,439
GENL DYNAMICS CORP 3,997 5,050
GILEAD SCIENCES INC COM 6,697 8,837
HERSHEY COMPANY 20,339 19,836
HEWLETT PACKARD 6,722 9,080
HOME DEPOT INC. 4,254 4,473
HP INC 2,816 2,094
IMPERIAL OIL LTD COM NEW 17,828 25,548
INTL BUSINESS MACHINES 4,767 8,590
INTUITIVE SURGICAL INC 1,135 1,699
JOHNSON & JOHNSON COM 18,452 26,283
JPMORGAN CHASE & CO 7,667 13,855
KINDER MORGAN INC 6,385 8,357
LAM RESH CORP 1,873 2,054
LINDE PLC 809 853
M&T BANK CORPORATION 6,267 9,873
MASTERCARD INC 1,043 1,142
MCDONALDS CORP COM 5,874 5,807
MEDTRONIC PLC 6,040 7,108
META PLATFORMS INC 9,734 9,241
MICROSOFT CORP 12,205 16,927
NETFLIX COM INC 679 656
NOVARTIS ADR 18,438 26,057
NVIDIA 11,881 17,531
ORACLE CORP 1,148 1,169
PEPSICO INC 4,263 3,875
PHILIP MORRIS INTL INC 14,941 24,381
PNC FINCL SERVICES GROUP 18,507 20,038
PRINCIPAL FINANCIAL GRP 4,152 4,499
PROGRESSIVE CRP OHIO 1,321 1,366
PUB SVC ENTERPRISE GRP 8,664 8,913
QUANTA SERVICES INC 1,206 1,266
REALTY INCM CRP 5,975 5,862
RTX CORP 4,170 6,052
SAP SE SHS 869 729
SEAGATE TECH HLDGS PUB 1,912 3,580
SERVICENOW INC 1,305 1,072
SHOPIFY INC CL A 1,321 1,288
SIMON PROPERTY GROUP DEL 7,619 9,070
SNOWFLAKE INC REG SHS 1,028 1,097
SPOTIFY TECH S.A. REG 1,014 1,161
SYNCHRONY FINL COM 4,930 8,426
TAIWAN S MANUFCTRING ADR 9,381 28,262
TAKE TWO INTER SOFTWARE 996 1,280
TESLA INC 1,822 3,148
TJX COS INC NEW 7,130 8,909
TOPBUILD CORP 994 1,252
TORONTO DOMINION BANK 18,490 32,782
TPG INC REG SHS 2,883 3,256
TRUIST FINL CORP 6,814 9,251
UBER TECHNOLOGIES INC 1,005 1,062
WALMART INC 2,738 3,119
WELLS FARGO & CO 8,675 10,904
WELLTOWER INC 3,584 5,011
WILLIAMS COMPANIES DEL 4,728 8,175
WORKDAY INC CL A 963 859
WSTN DIGITAL CORP DEL 1,310 2,067
XCEL ENERGY 7,033 7,977

TY 2025 OtherAssetsSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REALIZED GAINS IN TRANSIT 0 50,714 50,714


TY 2025 OtherProfessionalFeesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL REPORT FEE 10 10   0
BANK CHARGES 18 18   0
ADVISORY FEE 7,324 7,324   0
MISCELLANEOUS EXPENSE 348 348   0


TY 2025 TaxesSchedule
Name:
THE WILLIAM AND MARY LOUISE CHRISTOVICH
 
CHARITABLE FOUNDATION INC
EIN:
46-4337517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 68 0   0
FOREIGN TAX 422 0   0