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
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

35-6472622
B Telephone number (see instructions)

8004962583
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,079,356J 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... 28,795 28,793  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,602
b Gross sales price for all assets on line 6a 199,941
7 Capital gain net income (from Part IV, line 2)... 50,602
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........ 79,397 79,395  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,707 11,125   5,582
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).......        
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
1,986 462   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.......... 18,693 11,587 0 5,582
25 Contributions, gifts, grants paid....... 37,639 37,639
26 Total expenses and disbursements. Add lines 24 and 25 ................ 56,332 11,587 0 43,221
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,065
b Net investment income (if negative, enter -0-) 67,808
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............. 13,266 13,720 13,720
2 Savings and temporary cash investments......... 15,153 12,226 12,226
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)....... 472,947 Click to see attachment
List of Attached Documents:
// Content
493,107 		831,539
c Investments—corporate bonds (attach schedule)....... 170,401 Click to see attachment
List of Attached Documents:
// Content
165,784 		161,385
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 49,349 Click to see attachment
List of Attached Documents:
// Content
59,375 		60,486
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) 721,116 744,212 1,079,356
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........ 721,116 744,212
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)..... 721,116 744,212
30 Total liabilities and net assets/fund balances (see instructions). 721,116 744,212
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
721,116
2
Enter amount from Part I, line 27a .....................
2
23,065
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
145
4
Add lines 1, 2, and 3 ..........................
4
744,326
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
114
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
744,212
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 1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
b 29. MONSTER BEVERAGE CORP     2025-01-27
c 13. MONSTER BEVERAGE CORP     2025-01-27
d 2. MONSTER BEVERAGE CORP   2022-08-24 2025-01-28
e 7. APPLE COMPUTER INC   2014-04-29 2025-02-13
2. NXP SEMICONDUCTORS NV     2025-02-13
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-02-13
5. HONEYWELL INTL INC     2025-03-25
1. HONEYWELL INTL INC   2013-10-23 2025-03-25
5. HONEYWELL INTL INC   2013-10-23 2025-03-26
2. HONEYWELL INTL INC   2013-10-23 2025-03-26
1. HONEYWELL INTL INC   2025-01-24 2025-03-26
1. HONEYWELL INTL INC   2013-10-23 2025-03-26
2. HONEYWELL INTL INC   2025-01-24 2025-03-27
2. HONEYWELL INTL INC   2025-01-24 2025-03-27
10. APPLE COMPUTER INC   2014-04-29 2025-04-04
5. APPLE COMPUTER INC     2025-04-09
13. NORFOLK SOUTHN CORP     2025-04-09
6. NORFOLK SOUTHN CORP     2025-04-09
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2025-04-28
10. EXXON MOBIL CORP     2025-05-01
11. EXXON MOBIL CORP     2025-05-01
9. ALPHABET INC-CL C     2025-05-22
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
11. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
1. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-23
18. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-26 2025-06-05
15. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-26 2025-06-05
32. JPMORGAN BETABUILDERS CANADA   2018-08-17 2025-06-05
9. JPMORGAN BETABUILDERS CANADA   2018-08-17 2025-06-05
47. JPMORGAN BETABUILDERS DEVELO     2025-06-05
36.722 MFS INTL INTRINSIC VALUE-R6   2013-04-30 2025-06-05
1117.321 SIX CIRCLES INTL UNCON EQ   2018-10-17 2025-06-05
17. FISERV INC     2025-06-20
3. MASTERCARD INC - CLASS A   2012-12-14 2025-06-20
3. REGENERON PHARMACEUTICALS INC     2025-06-20
5. BROADCOM INC   2024-12-17 2025-07-11
2. FISERV INC   2023-11-20 2025-07-11
10. FISERV INC     2025-07-11
6. FISERV INC   2023-11-20 2025-07-11
8. INTUITIVE SURGICAL INC NEW     2025-07-11
29. INGERSOLL RAND INC     2025-08-01
40.968 FIDELITY 500 INDEX FUND   2024-12-03 2025-08-14
40. BRISTOL MYERS SQUIBB CO     2025-08-21
9. BRISTOL MYERS SQUIBB CO     2025-08-21
9. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
2. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
6. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
4. OTIS WORLDWIDE CORP     2025-08-22
13. OTIS WORLDWIDE CORP     2025-08-22
1. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
9. OTIS WORLDWIDE CORP     2025-08-22
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
5. BOSTON SCIENTIFIC CORP     2025-09-08
8. CONOCOPHILLIPS     2025-09-08
6. CONOCOPHILLIPS     2025-09-08
4. SALESFORCE.COM INC   2024-03-20 2025-09-08
3. SALESFORCE.COM INC   2024-03-20 2025-09-08
1. LINDE PLC   2019-04-25 2025-09-08
1. LINDE PLC   2019-04-25 2025-09-08
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
7. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
28. BRISTOL MYERS SQUIBB CO     2025-09-11
6. INGERSOLL RAND INC     2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
12. INGERSOLL RAND INC   2025-07-11 2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
4. SALESFORCE.COM INC     2025-09-11
12. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
530.223 PIMCO MTGE OPPORTUNITIES IS   2023-08-04 2025-09-17
117. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-17
12. CONOCOPHILLIPS     2025-09-23
6. SALESFORCE.COM INC   2024-10-01 2025-09-23
5. SALESFORCE.COM INC     2025-09-23
8. PROGRESSIVE CORP OHIO     2025-10-10
18. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
55. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-15
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
4. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
2. ABBVIE INC   2019-11-11 2025-10-24
3. ALPHABET INC-CL C   2014-09-09 2025-10-24
5. AMAZON COM INC   2015-06-30 2025-10-24
4. APPLE COMPUTER INC   2014-05-29 2025-10-24
7. BANK OF AMERICA CORPORATION     2025-10-24
1. BOSTON SCIENTIFIC CORP   2016-12-05 2025-10-24
1. BOSTON SCIENTIFIC CORP   2016-12-05 2025-10-24
2. BROADCOM INC   2024-12-17 2025-10-24
2. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-10-24
2. CONOCOPHILLIPS     2025-10-24
1. DISNEY WALT CO   2024-11-21 2025-10-24
1. ECOLAB INC   2025-05-01 2025-10-24
3. EXXON MOBIL CORP   2020-04-27 2025-10-24
1. FACEBOOK INC-A   2015-11-18 2025-10-24
1. HOWMET AEROSPACE INC   2025-03-25 2025-10-24
2. JOHNSON & JOHNSON   2025-07-11 2025-10-24
2. LOWES COS INC   2011-09-28 2025-10-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-10-24
1. MASTERCARD INC - CLASS A   2012-12-14 2025-10-24
1. MCDONALDS CORP   2019-06-10 2025-10-24
3. MICROSOFT CORP   2013-08-23 2025-10-24
2. MONDELEZ INTERNATIONAL-W/I   2012-10-16 2025-10-24
3. MORGAN STANLEY DEAN WITTER & CO NEW     2025-10-24
4. NEXTERA ENERGY INC   2021-11-02 2025-10-24
10. NVIDIA CORP   2018-10-08 2025-10-24
1. PEPSICO INC   2015-10-29 2025-10-24
1. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-24
2162.459 SIX CIRCLES CREDIT OPPORT     2025-10-24
3. SOUTHERN CO   2023-12-18 2025-10-24
1. TJX COS INC NEW   2023-02-07 2025-10-24
1. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-05-22 2025-10-24
2. TEXAS INSTRS INC   2016-03-10 2025-10-24
1. UNITEDHEALTH GROUP INC   2013-09-03 2025-10-24
7. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-24
373. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-24
2. WAL MART STORES INC     2025-10-24
1. WASTE CONNECTIONS INC   2016-07-26 2025-10-24
4. WELLS FARGO & CO NEW   2020-12-15 2025-10-24
1. WELLS FARGO & CO NEW   2020-12-15 2025-10-24
1. EATON CORP PLC   2021-02-19 2025-10-24
1. LINDE PLC   2019-04-25 2025-10-24
1. TRANE TECHNOLOGIES PLC   2025-03-25 2025-10-24
4. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
25. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
22. CANADIAN PACIFIC KANSAS CITY     2025-11-03
1. MCDONALDS CORP   2019-06-10 2025-11-03
3. MCDONALDS CORP   2019-06-10 2025-11-03
10. CANADIAN PACIFIC KANSAS CITY     2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
14. CONOCOPHILLIPS     2025-11-21
2. BROADCOM INC   2024-12-17 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
4. MONDELEZ INTERNATIONAL-W/I   2014-08-13 2025-12-03
7. MONDELEZ INTERNATIONAL-W/I     2025-12-03
2. PEPSICO INC   2016-02-17 2025-12-03
5. PEPSICO INC     2025-12-03
3. SOUTHERN CO   2023-12-18 2025-12-03
5. SOUTHERN CO     2025-12-03
1. CONOCOPHILLIPS   2022-02-08 2025-12-24
2. CONOCOPHILLIPS   2022-02-08 2025-12-24
9. CONOCOPHILLIPS     2025-12-24
3. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-24
4. CONOCOPHILLIPS     2025-12-26
4. CONOCOPHILLIPS   2022-05-19 2025-12-26
2. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
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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 940   488 452
b 1,434   1,342 92
c 646   587 59
d 98   90 8
e 1,660   148 1,512
438   274 164
218   137 81
1,060   366 694
212   83 129
1,071   413 658
427   165 262
213   227 -14
213   83 130
429   453 -24
427   453 -26
1,972   212 1,760
890   110 780
2,751   2,079 672
1,242   1,429 -187
604   506 98
1,064   694 370
1,173   508 665
1,583   238 1,345
206   137 69
199   137 62
2,197   2,333 -136
199   168 31
198   224 -26
198   168 30
199   224 -25
192   224 -32
1,081   884 197
901   737 164
2,536   1,588 948
713   447 266
2,534   2,061 473
1,558   1,140 418
14,413   10,447 3,966
2,776   2,135 641
1,595   145 1,450
1,529   1,931 -402
1,373   1,192 181
331   248 83
1,664   1,767 -103
999   744 255
4,096   2,505 1,591
2,196   1,495 701
9,212   8,626 586
1,941   2,315 -374
439   683 -244
795   934 -139
175   207 -32
526   622 -96
355   415 -60
1,155   1,369 -214
89   100 -11
622   697 -75
796   895 -99
433   82 351
540   103 437
729   429 300
545   324 221
1,006   1,217 -211
753   913 -160
473   176 297
473   176 297
434   83 351
333   369 -36
1,333   2,025 -692
492   325 167
81   54 27
81   54 27
974   1,060 -86
81   54 27
491   609 -118
986   1,209 -223
566   632 -66
5,000   4,972 28
9,871   9,208 663
1,123   830 293
1,474   1,626 -152
1,228   1,346 -118
1,924   936 988
1,404   534 870
2,594   2,537 57
330   380 -50
1,323   1,521 -198
331   380 -49
456   171 285
784   87 697
1,124   109 1,015
1,054   91 963
368   116 252
102   21 81
102   21 81
712   477 235
150   138 12
177   154 23
112   114 -2
277   253 24
346   104 242
735   108 627
199   137 62
380   312 68
490   40 450
628   409 219
577   48 529
307   201 106
1,572   103 1,469
121   53 68
492   106 386
339   342 -3
1,851   67 1,784
152   103 49
218   120 98
19,700   18,662 1,038
290   214 76
143   80 63
295   194 101
339   110 229
364   73 291
331   323 8
17,659   17,206 453
213   193 20
176   50 126
345   119 226
86   30 56
379   128 251
447   176 271
426   363 63
283   276 7
1,767   1,723 44
1,551   1,500 51
296   201 95
888   603 285
705   816 -111
70   81 -11
70   81 -11
1,225   1,147 78
748   477 271
603   409 194
990   292 698
623   409 214
224   141 83
391   255 136
298   199 99
741   495 246
265   214 51
437   357 80
92   91 1
185   183 2
830   851 -21
683   359 324
365   403 -38
368   418 -50
454   239 215
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
      11,612
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       452
b       92
c       59
d       8
e       1,512
      164
      81
      694
      129
      658
      262
      -14
      130
      -24
      -26
      1,760
      780
      672
      -187
      98
      370
      665
      1,345
      69
      62
      -136
      31
      -26
      30
      -25
      -32
      197
      164
      948
      266
      473
      418
      3,966
      641
      1,450
      -402
      181
      83
      -103
      255
      1,591
      701
      586
      -374
      -244
      -139
      -32
      -96
      -60
      -214
      -11
      -75
      -99
      351
      437
      300
      221
      -211
      -160
      297
      297
      351
      -36
      -692
      167
      27
      27
      -86
      27
      -118
      -223
      -66
      28
      663
      293
      -152
      -118
      988
      870
      57
      -50
      -198
      -49
      285
      697
      1,015
      963
      252
      81
      81
      235
      12
      23
      -2
      24
      242
      627
      62
      68
      450
      219
      529
      106
      1,469
      68
      386
      -3
      1,784
      49
      98
      1,038
      76
      63
      101
      229
      291
      8
      453
      20
      126
      226
      56
      251
      271
      63
      7
      44
      51
      95
      285
      -111
      -11
      -11
      78
      271
      194
      698
      214
      83
      136
      99
      246
      51
      80
      1
      2
      -21
      324
      -38
      -50
      215
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 50,602
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) 1 943
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........................... 3 943
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- ..... 5 943
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 960
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.............. 7 960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 17
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax17 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)
IN
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 addressNA
14
The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		16,707    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,010,064
b
Average of monthly cash balances.......................
1b
12,356
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,022,420
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
1,022,420
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,336
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,007,084
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
50,354
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
50,354
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
943
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
943
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
49,411
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
49,411
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
49,411
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
43,221
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
43,221
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 49,411
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 11,675
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 43,221
a Applied to 2024, but not more than line 2a 11,675
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..... 31,546
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 .......... 		17,865
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

TRINITY METHODIST CHURCH

404 N 6TH ST
LAFAYETTE,IN479011127 		NONE   GENERAL 37,639
Total ................................. 3a 37,639
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 28,795  
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 50,602  
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) ..   79,397  
13Total. Add line 12, columns (b), (d), and (e)..................
13
79,397
(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 InvestmentsCorpBondsSchedule
Name:
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
EIN:
35-6472622
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 19,509 18,866
83002G702 SIX CIRCLES GLOBAL B 43,791 39,248
83002G884 SIX CIRCLES CREDIT O 20,869 21,379
92206C771 VANGUARD MORTGAGE-BA 10,148 10,358
921937835 VANGUARD TOTAL BOND 9,947 10,148
92203J407 VANGUARD TOTAL INTL 41,572 40,975
92206C870 VANGUARD INT-TERM CO 9,455 10,050
46429B267 ISHARES US TREASURY 10,493 10,361

TY 2025 InvestmentsCorpStockSchedule
Name:
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
EIN:
35-6472622
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,539 5,435
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 724 5,373
548661107 LOWE'S COS INC 5,939 7,476
594918104 MICROSOFT CORP 5,213 37,239
609207105 MONDELEZ INTERNATION 2,100 2,153
617446448 MORGAN STANLEY 2,398 10,119
713448108 PEPSICO INC 3,216 3,444
882508104 TEXAS INSTRUMENTS IN 5,535 7,460
949746101 WELLS FARGO & CO 4,555 9,506
02079K107 ALPHABET INC-CL C 2,574 23,535
30303M102 META PLATFORMS INC-C 6,308 21,783
57636Q104 MASTERCARD INC - A 6,938 13,130
65339F101 NEXTERA ENERGY INC 5,703 5,620
91324P102 UNITEDHEALTH GROUP I 4,014 7,593
94106B101 WASTE CONNECTIONS IN 1,574 3,507
023135106 AMAZON.COM INC 11,907 24,929
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 13,736 29,633
060505104 BANK OF AMERICA CORP 4,997 8,800
552746349 MFS INTL INTRINSIC V 25,145 30,974
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 4,982 45,879
025816109 AMERICAN EXPRESS CO 2,390 7,029
83002G306 SIX CIRCLES US UNCON 90,709 149,559
83002G405 SIX CIRCLES INTL UNC 70,810 96,656
00287Y109 ABBVIE INC 3,723 8,911
315911750 FIDELITY 500 INDEX F 1,527 1,724
337738108 FISERV INC    
580135101 MCDONALD'S CORP 5,254 6,113
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 3,745 10,711
461202103 INTUIT INC 4,135 3,975
883556102 THERMO FISHER SCIENT 5,114 5,795
N07059210 ASML HOLDING NV-NY R 1,650 3,210
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 2,117 3,449
363576109 ARTHUR J GALLAGHER & 2,431 4,399
43300A203 HILTON WORLDWIDE HOL 2,272 5,171
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 21,320 21,990
46641Q217 JPMORGAN BETABUILDER 25,548 32,560
46641Q225 JPMORGAN BETABUILDER 12,059 23,436
46641Q233 JPMORGAN BETABUILDER 14,862 15,651
679580100 OLD DOMINION FREIGHT 2,554 2,822
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 2,407 5,733
30231G102 EXXON MOBIL CORP 6,655 8,303
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 2,379 4,554
78409V104 S&P GLOBAL INC 3,205 4,703
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 3,079 4,359
842587107 THE SOUTHERN COMPANY 6,214 6,714
863667101 STRYKER CORP 3,549 4,218
872540109 TJX COMPANIES INC 2,223 4,147
G54950103 LINDE PLC 3,042 5,543
11135F101 BROADCOM INC 9,758 12,806
127387108 CADENCE DESIGN SYS I 2,760 2,813
254687106 WALT DISNEY CO/THE 6,254 6,257
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 4,125 4,054
126408103 CSX CORP 4,617 4,676
26884L109 EQT CORP 4,079 3,913
278865100 ECOLAB INC 5,240 5,250
29364G103 ENTERGY CORP 2,439 2,403
443201108 HOWMET AEROSPACE INC 4,971 6,356
478160104 JOHNSON & JOHNSON 7,533 9,313
81762P102 SERVICENOW INC 4,686 3,830
874039100 TAIWAN SEMICONDUCTOR 3,826 5,774
931142103 WALMART INC 3,522 4,011
G8994E103 TRANE TECHNOLOGIES P 5,227 5,060

TY 2025 InvestmentsOtherSchedule2
Name:
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
EIN:
35-6472622
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 14,650 14,890
64128R608 NEUBERGER BERM LNG S AT COST 9,492 10,489
72201U638 PIMCO MRTG OPP & BND AT COST 5,109 5,113
83002G876 SIX CIRCLES MULTI-ST AT COST 30,124 29,994

TY 2025 OtherDecreasesSchedule
Name:
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
EIN:
35-6472622
Description Amount
2025TRANSACTIONS POSTED IN 2026 114


TY 2025 OtherIncreasesSchedule
Name:
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
EIN:
35-6472622
Description Amount
2024 TRANSACTIONS POSTED IN 2025 140
ROUNDING 5


TY 2025 TaxesSchedule
Name:
TW-ANDREWS FBO TRINITY METHODIST XXXXX6000
EIN:
35-6472622
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 54 54   0
FEDERAL TAX PAYMENT - PRIOR YE 564 0   0
FEDERAL ESTIMATES - INCOME 960 0   0
FOREIGN TAXES ON QUALIFIED FOR 322 322   0
FOREIGN TAXES ON NONQUALIFIED 86 86   0