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 02 - 01 2025, and ending 01 - 31, 20 26
Name of foundation
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
 
Number and street (or P.O. box number if mail is not delivered to street address) 89 N MAIN STREET
  Room/suite
City or town
CONCORD
State or province
NH
Country  
ZIP or foreign postal code
03301
A Employer identification number

04-6460749
B Telephone number (see instructions)

6032232712
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)$5,713,031J 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... 172,795 172,795  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 366,655
b Gross sales price for all assets on line 6a 6,006,433
7 Capital gain net income (from Part IV, line 2)... 366,655
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 539,450 539,450  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,216 37,929   25,286
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
500 250 0 250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,803 1,202   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,519 39,381 0 25,536
25 Contributions, gifts, grants paid....... 262,500 262,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 346,019 39,381 0 288,036
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 193,431
b Net investment income (if negative, enter -0-) 500,069
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............. 1,000    
2 Savings and temporary cash investments......... 433,679 112,152 112,152
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,350,850 Click to see attachment
List of Attached Documents:
// Content
5,598,869 		5,600,879
c Investments—corporate bonds (attach schedule)....... 1,725,270    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,510,799 5,711,021 5,713,031
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........ 5,510,799 5,711,021
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)..... 5,510,799 5,711,021
30 Total liabilities and net assets/fund balances (see instructions). 5,510,799 5,711,021
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
5,510,799
2
Enter amount from Part I, line 27a .....................
2
193,431
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,791
4
Add lines 1, 2, and 3 ..........................
4
5,711,021
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
5,711,021
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 107. UNITED HEALTHCARE CORP   2025-01-24 2025-02-21
b 70000. FEDERAL HOME LN MTG CORP 5.000% DUE 10/23/2028   2025-01-30 2025-04-23
c 70000. FEDERAL HOME LN MTG CORP 5.050% DUE 01/29/2029   2025-02-05 2025-04-29
d 45000. CATERPILLAR FINANCIAL 5.1500% 8/11/2025   2025-01-27 2025-08-11
e 70000. FEDERAL HOME LOAN BANK 5.050% DUE 02/07/2030   2025-01-30 2025-08-12
1518. DIMENSIONAL US SMALL CAP ETF   2025-01-24 2025-08-19
64. RALLIANT   2025-01-24 2025-08-19
80000. FEDERAL HOME LOAN BANK 5.240% DUE 02/06/2032   2025-02-05 2025-09-22
115. ALPHABET INC CL A   2025-01-24 2025-09-29
40. TE CONNECTIVITY PLC ORD SHS   2025-01-24 2025-09-29
100000. US TREASURY NOTE 5.000% DUE 09/30/2025   2025-01-27 2025-09-30
45000. AON PLC 3.8750% 12/1   2025-01-29 2025-10-21
181. ABBVIE INC   2025-01-24 2025-10-21
71. ADOBE SYSTEMS INCORPORATED   2025-01-24 2025-10-21
599. ALPHABET INC CL A   2025-03-06 2025-10-21
573. AMAZON INC   2025-03-06 2025-10-21
11544.253 AVANTIS EMERGING MARKETS EQUITY FUND INS   2025-01-24 2025-10-21
50000. AMERICAN EXPRESS CO 4.9000% 02/   2025-01-28 2025-10-21
45000. AMERICAN HONDA FIN CORP MTN 4.450% DUE 10/22/2027   2025-01-27 2025-10-21
83. AMERICAN TOWER CORP   2025-01-24 2025-10-21
55. AMERIPRISE FINANCIAL INC   2025-01-24 2025-10-21
50000. AMGEN INC GLBL NT 5.250% DUE 03/02/2033   2025-01-27 2025-10-21
50000. ELEVANCE HEALTH INC GLBL NT 5.15%29   2025-01-27 2025-10-21
645. APPLE INC   2025-01-24 2025-10-21
50000. BANK AMERICA CORP FR 5.468% 01/23/2035   2025-01-27 2025-10-21
90. BERKSHIRE HATHAWAY CL B   2025-01-24 2025-10-21
219. BLACKSTONE INC   2025-04-08 2025-10-21
9. BOOKING HLDGS INC   2025-01-24 2025-10-21
257. BROADCOM INC   2025-01-24 2025-10-21
50000. BROADCOM INC 4.7500% 04/15/29   2025-01-29 2025-10-21
50000. CVS HEALTH CORP 5.000% 01/30/29   2025-01-27 2025-10-21
101. CATERPILLAR INC   2025-01-24 2025-10-21
496. CISCO SYS INC   2025-01-24 2025-10-21
50000. CITIZENS FINL GROUP INC 5.718% DUE 07/23/32   2025-01-27 2025-10-21
248. CONOCOPHILLIPS   2025-01-24 2025-10-21
44. COSTCO WHOLESALE CORPORATION   2025-01-24 2025-10-21
84. DANAHER CORP   2025-01-24 2025-10-21
45000. JOHN DEERE CAP CORP 4.700% 06/10/30   2025-01-29 2025-10-21
2472. DIMENSIONAL US SMALL CAP ETF   2025-01-24 2025-10-21
745. DOW INC   2025-01-24 2025-10-21
106. ECOLAB INC COM   2025-01-24 2025-10-21
3922.338 AMERICAN FUNDS EUROPACIFIC GROWTH FUND C   2025-06-10 2025-10-21
467. EXXON MOBIL CORP   2025-01-24 2025-10-21
49. META PLATFORMS INC CL A   2025-01-24 2025-10-21
120000. FEDERAL HOME LOAN BANK 5.400% 2/6/2035   2025-02-05 2025-10-21
60000. FEDERAL HOME LOAN BANK 4.450% DUE 08/27/2030   2025-08-22 2025-10-21
50000. FEDERAL HOME LOAN BANK 4.500% DUE 09/04/2029   2025-08-22 2025-10-21
35000. FEDERAL HOME LOAN BANK 4.570% DUE 10/01/2031   2025-09-30 2025-10-21
5331.263 FIDELITY SHORT-TERM TRS BD INDEX   2025-01-24 2025-10-21
22951.542 FIDELITY INTERM TERM BOND FUND   2025-01-24 2025-10-21
50000. FIFTH THIRD BANCORP 6.3610% 10/27/28   2025-01-28 2025-10-21
192. FORTIVE CORP   2025-01-24 2025-10-21
50000. GENERAL MTRS FINL CO 5.350% 07/15/27   2025-01-27 2025-10-21
50000. GOLDMAN SACHS GROUP INC 3.8500% 01/2   2025-01-27 2025-10-21
45000. HEWLETT PACKARD ENTERPRISE CO SR GLBL 4.400% DUE 09/25/2027   2025-01-28 2025-10-21
86. HOME DEPOT   2025-01-24 2025-10-21
137. HONEYWELL INTL INC   2025-01-24 2025-10-21
50000. HUNTINGTON BANCSHARES INC SR GLBL NT 5.272% DUE 01/15/2031   2025-01-27 2025-10-21
174. J P MORGAN CHASE & CO   2025-01-24 2025-10-21
3168.508 CLEARBRIDGE INTL GROWTH-IS   2025-01-24 2025-10-21
107. MCDONALDS CORP   2025-01-24 2025-10-21
373. MERCK & CO INC NEW   2025-01-24 2025-10-21
437. MICROSOFT CORP   2025-03-06 2025-10-21
62. NORTHROP GRUMMAN CORP   2025-01-24 2025-10-21
769. NVIDIA CORP   2025-01-24 2025-10-21
130. PNC FINL SVCS GROUP   2025-01-24 2025-10-21
50000. PNC FINL SVCS GROUP INC 6.037% DUE 10/28/2033   2025-01-28 2025-10-21
344. PAYPAL HOLDINGS INC   2025-01-24 2025-10-21
208. PEPSICO INC   2025-01-24 2025-10-21
124. PROCTER & GAMBLE CO   2025-01-24 2025-10-21
285. RAYTHEON TECHNOLOGIES CORP   2025-01-24 2025-10-21
123. SALESFORCE.COM INC   2025-01-24 2025-10-21
50000. SCHWAB CHARLES CORP 6.196% 11/17/2029   2025-01-28 2025-10-21
50000. SYSCO CORP SR GLOBAL 5.950% 4/1/2030   2025-01-27 2025-10-21
48. TESLA INC   2025-01-24 2025-10-21
62. THERMO FISHER SCIENTIFIC INC   2025-01-24 2025-10-21
125. UNION PACIFIC CORP   2025-01-24 2025-10-21
100000. US TREASURY NOTE 4.125% DUE 09/30/2027   2025-01-27 2025-10-21
100000. US TREASURY NOTE 4.375% DUE 08/15/2026   2025-01-27 2025-10-21
50000. UNITEDHEALTH GROUP INC GLBL NT 4.900% DUE 04/15/2031   2025-01-29 2025-10-21
1195. VANGUARD REIT ETF   2025-01-24 2025-10-21
1560. VANGUARD MID CAP ETF   2025-01-24 2025-10-21
125. VISA INC   2025-01-24 2025-10-21
329. WAL MART STORES INC   2025-01-24 2025-10-21
50000. WELLS FARGO & CO 5.198% DUE 01/23/30   2025-01-28 2025-10-21
50000. WILLIAMS COS INC SR GLBL 5.300% 08/15/20   2025-01-27 2025-10-21
123. ZOETIS INC.   2025-01-24 2025-10-21
111. EATON CORP PLC ADR   2025-01-24 2025-10-21
157. TE CONNECTIVITY PLC ORD SHS   2025-01-24 2025-10-21
116. CHUBB LTD ORD ADR   2025-01-24 2025-10-21
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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 49,886   57,037 -7,151
b 70,000   70,000  
c 70,000   70,000  
d 45,000   45,000  
e 70,000   70,000  
100,842   102,654 -1,812
2,739   3,796 -1,057
80,000   80,000  
28,167   23,018 5,149
8,721   6,191 2,530
100,000   100,000  
44,915   44,964 -49
41,848   30,874 10,974
25,378   30,996 -5,618
150,573   117,389 33,184
127,316   131,343 -4,027
171,894   135,414 36,480
50,053   50,049 4
45,438   44,802 636
15,930   15,405 525
26,395   31,043 -4,648
52,385   49,899 2,486
51,734   50,470 1,264
169,582   143,712 25,870
52,696   50,202 2,494
44,370   41,665 2,705
35,387   27,692 7,695
47,763   42,739 5,024
87,893   62,689 25,204
51,265   49,733 1,532
51,292   49,780 1,512
53,156   41,122 12,034
35,010   30,829 4,181
52,377   50,350 2,027
21,441   25,404 -3,963
41,282   41,180 102
18,601   20,723 -2,122
46,413   44,980 1,433
170,209   167,168 3,041
16,168   30,921 -14,753
29,489   25,634 3,855
259,070   223,013 36,057
52,636   50,866 1,770
35,928   31,675 4,253
119,892   120,000 -108
59,940   60,000 -60
49,925   50,000 -75
34,867   35,000 -133
55,765   54,166 1,599
229,056   216,663 12,393
52,109   51,326 783
9,572   11,641 -2,069
51,022   50,356 666
49,908   49,504 404
45,298   44,735 563
33,605   35,636 -2,031
28,629   30,465 -1,836
51,720   50,120 1,600
51,925   45,960 5,965
253,037   216,663 36,374
32,818   30,662 2,156
32,539   35,806 -3,267
225,977   191,377 34,600
37,313   30,940 6,373
139,351   109,232 30,119
23,582   25,999 -2,417
54,280   51,867 2,413
24,047   30,651 -6,604
31,828   30,987 841
18,804   20,392 -1,588
49,372   35,725 13,647
32,433   40,929 -8,496
53,240   51,931 1,309
53,323   51,799 1,524
21,376   19,625 1,751
34,629   35,773 -1,144
28,274   31,167 -2,893
101,242   99,853 1,389
100,582   100,150 432
51,673   49,844 1,829
109,601   108,038 1,563
457,685   432,472 25,213
43,539   41,234 2,305
35,099   31,150 3,949
51,701   50,253 1,448
51,706   50,547 1,159
17,976   20,714 -2,738
41,530   40,820 710
35,804   24,301 11,503
31,247   30,884 363
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
      6,350
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       -7,151
b        
c        
d        
e        
      -1,812
      -1,057
       
      5,149
      2,530
       
      -49
      10,974
      -5,618
      33,184
      -4,027
      36,480
      4
      636
      525
      -4,648
      2,486
      1,264
      25,870
      2,494
      2,705
      7,695
      5,024
      25,204
      1,532
      1,512
      12,034
      4,181
      2,027
      -3,963
      102
      -2,122
      1,433
      3,041
      -14,753
      3,855
      36,057
      1,770
      4,253
      -108
      -60
      -75
      -133
      1,599
      12,393
      783
      -2,069
      666
      404
      563
      -2,031
      -1,836
      1,600
      5,965
      36,374
      2,156
      -3,267
      34,600
      6,373
      30,119
      -2,417
      2,413
      -6,604
      841
      -1,588
      13,647
      -8,496
      1,309
      1,524
      1,751
      -1,144
      -2,893
      1,389
      432
      1,829
      1,563
      25,213
      2,305
      3,949
      1,448
      1,159
      -2,738
      710
      11,503
      363
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 366,655
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 6,951
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 6,951
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 6,951
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,000
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 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 216
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,167
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)
MA
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 ofNEW HAMPSHIRE TRUST, ATTN PAUL M PROVOST Telephone no. (603) 223-2712

Located at89 N MAIN STREETCONCORDNH ZIP+403301
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
NEW HAMPSHIRE TRUST TRUSTEE
1 		63,216    
89 N MAIN STREET
CONCORD,NH03301
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
5,392,193
b
Average of monthly cash balances.......................
1b
181,688
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,573,881
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
5,573,881
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,608
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,490,273
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
274,514
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
274,514
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,951
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,951
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
267,563
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
267,563
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
267,563
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
288,036
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
288,036
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 7 267,563
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 54,257
f Total of lines 3a through e ........ 54,257
4Qualifying distributions for 2025 from Part
XI, line 4: $ 288,036
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 267,563
e Remaining amount distributed out of corpus 20,473
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 74,730
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		74,730
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 54,257
e Excess from 2025 .... 20,473
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 e-mail address of the person to whom applications should be addressed:
SCHOLARSHIP AMERICA INC JULIE DIED
ONE SCHOLARSHIP WAY
ST PETER,MN56082
(507) 931-0625
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE AVAILABLE AT THE GUIDANCE OFFICE OF MARTHA'S VINEYARD SCHOOLS
cAny submission deadlines:
MARCH 15th ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE RESIDENTS OF MARTHA'S VINEYARD ENROLLING AND/OR ATTENDING AN ACCREDITED 2 OR 4-YEAR COLLEGE, UNIVERSITY OR VOCATIONAL-TECHNICAL SCHOOL AS FULL-TIME STUDE
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

Caroline E Dolby

7 ARROWHEAD CIRCLE
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 3,500

Maria Sanchez Roa

12 FOURTH STREET N
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 3,500

Lavinia Corcoran

112 SKIFFS LANE WEST
Tisbury,MA02575 		NONE   SCHOLARSHIP FOR 3,500

Jack Chronister

40 MUSKEGET AVE
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 10,000

Camden E Townes

13 CHAPMAN LANE
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 6,000

Delilah Oliver

14 LADY SLIPPER LANE
Chilmark,MA02535 		NONE   SCHOLARSHIP FOR 5,000

Ashley Brasefield

37 TEABERRY LANE
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 5,000

Robert Pacheco

336 BARNES ROAD
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 2,000

Mason Cron

19 LADY SLIPPER WAY
Tisbury,MA02568 		NONE   SCHOLARSHIP FOR 6,000

Scarlet Marino

128 FRONT STREET
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 10,000

Jacob Silvia

PO BOX 2797
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Adrian T Alberghin

68 FRONT ST
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 10,000

Isabelle Murphy

11 8TH STREET N
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 3,500

Holden Brew

133 WEAVER LANE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 6,000

Alexa R Schroeder

PO BOX 768
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 10,000

Harding Eville

PO BOX 1584
West Tisbury,MA02575 		NONE   SCHOLARSHIP FOR 3,500

Shealyn Smyth

455 STATE RD PMB 355
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Miles L Hayes

8 YOUNG STREET
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 3,500

Camille G Brand

325B LAMBERTS COVE RD
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

McKensi Jackson

39 HOLLY TREE LANE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 10,000

Lorrayne Barros

21 EASTVILLE AVE
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 6,000

Charlotte Watts

47 WOOD CHIPS CIRCLE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 2,000

Eduardo Marques

20 ATWOOD LANE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 6,000

Kenneth Cook

43 7TH ST N
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 5,000

Benedict Biars Yancey

195 FAIRFIELD AVE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 2,000

William Thornton

18 9TH ST N 2843
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 6,000

Charles B Lakis

38 PANHNADLE RD
West Tisbury,MA02568 		NONE   SCHOLARSHIP FOR 6,000

Benjamin S Mulvey

110 SANDPIPER LANE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Olympia Hall

198 OAK LANE
West Tisbury,MA02575 		NONE   SCHOLARSHIP FOR 6,000

Molly A Sylvia

31 WEBAQUA RD
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Connecticut Langhammer

119 LAGOON AVE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 5,000

Talia Maccaferri

126 STATE ROAD
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Nolan Carreiro

14 BEACON AVE
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 3,500

Aiden Weiland

PO BOX 1846
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 6,000

Rayssa Lacerda

83 SHAWANUE AVE
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 10,000

Aubrey Holmes

100 HIGHLAND AVE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Chase Grant

PO BOX 4494
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Molly Carroll

144 WINYAH CIRCLE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 10,000

Alison Gatchell

60 CAROL LN
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 3,500

Tobias Roberts

145 OTIS BASSETT RD
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 3,500

Charles Porterfield

38 BIGELOW RD
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 5,000

Michael Magaraci

10 ALLEN STREET
Edgartown,MA02539 		NONE   SCHOLARSHIP FOR 3,500

Lincoln Marino

128 FRONT STREET
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 5,000

Avery Mulvey

110 SANDPIPER LANE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 6,000

Owen DiBiaso

615 STATE ROAD
West Tisbury,MA02575 		NONE   SCHOLARSHIP FOR 3,500

Tenley Brooks

222 DAGGETT AVE
Tisbury,MA02568 		NONE   SCHOLARSHIP FOR 2,000

Malika Khelalfa

95 BOXBERRY AVE
Vineyard Haven,MA02568 		NONE   SCHOLARSHIP FOR 10,000

JackSun Engler

431 NEAL WAY
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 11,000

Clara Mikos

48 VINEYARD AVE
Oak Bluffs,MA02557 		NONE   SCHOLARSHIP FOR 3,500

Charles Toomey

22 SCHOOL HOUSE
Village Oak Bluffs,MA02568 		NONE   SCHOLARSHIP FOR 3,500
Total ................................. 3a 262,500
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 ....     14 172,795  
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 ............ 		    18 366,655  
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) ..   539,450  
13Total. Add line 12, columns (b), (d), and (e)..................
13
539,450
(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:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 500 250   250

TY 2025 InvestmentsCorpStockSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD REIT ETF 112,034 107,427
AMERICAN CENTY ETF TR AVANTIS 140,075 140,330
ISHARES TRUST CORE MSCI 223,943 225,976
VANGUARD FTSE DEVELOPED 223,925 228,890
SCHWAB US LARGE CAP GROWTH 1,291,810 1,300,983
SCHWAB US LARGE CAP VALUE 868,408 878,795
VANGUARD MID CAP ETF 448,433 442,586
DIMENSIONAL US SMALL CAP 168,426 169,786
SPDR PORTFOLIO SHORT TERM CORP 279,394 278,293
ISHS BARCLAYS INT GOVT/CRED BO 726,153 722,251
SCHWAB INTERMEDIATE-TERM US TR 111,570 110,578
VANGUARD INTERMEDIATE-TERM BON 837,131 828,098
SCHWAB SHORT TERM US TREAS ETF 167,567 166,886

TY 2025 OtherIncreasesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Description Amount
CTF ADJUSTMENT 6,791


TY 2025 TaxesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,132 1,132   0
STATE FILING FEE 70 70   0
FEDERAL TAX PAYMENTS 16,601 0   0
FEDERAL ESTIMATES 2,000 0   0