TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
PETER W TAYLOR CHARITABLE TR

Number and street (or P.O. box number if mail is not delivered to street address) 801 SECOND AVENUE SUITE 1600
Room/suite

City or town
SEATTLE

State or province
WA

Country

ZIP or foreign postal code
98104

A Employer identification number

23-7383025

B Telephone number (see instructions)

2064645100

C If exemption application is pending, check here

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

Address change Name change

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

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

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

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

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

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,803,265J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	99,793		99,445
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		70,067
b	Gross sales price for all assets on line 6a 346,034
7	Capital gain net income (from Part IV, line 2)...			70,067
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).......		9,809
12	Total. Add lines 1 through 11........	179,669		169,512
13	Compensation of officers, directors, trustees, etc.	12,713		6,357		6,357
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,060	1,060	0	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	33,680	33,680		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	15,989	3,523		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	63,444		44,620	0	6,357
25	Contributions, gifts, grants paid.......	245,351				245,351
26	Total expenses and disbursements. Add lines 24 and 25 ................	308,795		44,620	0	251,708
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-129,126
b	Net investment income (if negative, enter -0-)			124,892
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	5	4	4
	2	Savings and temporary cash investments.........	157,265	116,002	116,002
	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).......	630,143	List of Attached Documents: // Content 542,405	1,613,511
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,915,401	List of Attached Documents: // Content 1,915,401	2,073,748
	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)	2,702,814	2,573,812	3,803,265
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,702,814	2,573,812
	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).....	2,702,814	2,573,812
	30	Total liabilities and net assets/fund balances (see instructions).	2,702,814	2,573,812

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,702,814

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

-129,126

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

List of Attached Documents:

// Content

4,219

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

2,577,907

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

List of Attached Documents:

// Content

4,095

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

2,573,812

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	. CLASS ACTION SETTLEMENT			2025-03-04
b	4. ABBOTT LABORATORIES		2025-03-21	2025-08-08
c	3. ABBVIE INC		2025-03-21	2025-04-21
d	9. ADOBE SYSTEMS INC.		2019-01-15	2025-08-08
e	6. ADOBE SYSTEMS INC.		2019-01-15	2025-09-25
	5. AIR PRODUCTS & CHEMICALS INC		2024-12-20	2025-04-21
	4. AIR PRODUCTS & CHEMICALS INC		2025-03-21	2025-06-23
	1. AIR PRODUCTS & CHEMICALS INC		2024-03-15	2025-09-25
	15. AKAMAI TECHNOLOGIES INC		2023-04-26	2025-04-21
	9. AKAMAI TECHNOLOGIES INC		2023-04-26	2025-06-23
	68. ALBERTSONS COS INC		2025-06-23	2025-08-08
	39. ALBERTSONS COS INC		2025-06-23	2025-09-19
	21. ALEXANDRIA REAL ESTATE EQUITIES INC		2024-12-20	2025-04-21
	60. ALEXANDRIA REAL ESTATE EQUITIES INC		2025-06-23	2025-12-31
	4. ALIGN TECHNOLOGY INC		2022-12-28	2025-03-21
	4. ALPHABET INC CL C		2009-04-30	2025-03-21
	3. ALPHABET INC CL C		2009-04-30	2025-09-19
	29. ALPHABET INC CL C		2009-04-30	2025-09-25
	7. ALPHABET INC CL C		2009-04-30	2025-12-31
	1. ALPHABET INC CL A		2024-09-20	2025-06-23
	3. ALPHABET INC CL A		2024-09-20	2025-08-08
	4. AMERICAN TOWER CORP REIT		2025-04-21	2025-08-08
	2. AMERICAN TOWER CORP REIT		2024-06-21	2025-08-08
	38. AMERICOLD REALTY TRUST INC REIT		2025-04-21	2025-06-23
	192. AMERICOLD REALTY TRUST INC REIT		2025-09-19	2025-09-25
	5. AMETEK INC NEW		2022-12-28	2025-09-25
	6. AMGEN		2024-12-20	2025-08-08
	3. AMGEN		2023-01-30	2025-08-08
	6. ELEVANCE HEALTH INC		2025-04-21	2025-06-23
	2. APPLE COMPUTER		2011-07-19	2025-03-21
	6. APPLE COMPUTER		2011-07-19	2025-04-21
	31. APPLE COMPUTER		2011-07-19	2025-09-25
	3. APPLE COMPUTER		2011-07-19	2025-12-31
	1. APPLOVIN CORP CL A		2024-12-20	2025-03-21
	2. APPLOVIN CORP CL A		2024-12-20	2025-04-21
	2. AUTOMATIC DATA PROCESSING, INC.		2023-01-30	2025-09-25
	54. AVANTOR INC		2023-11-17	2025-03-21
	3. BANK AMER CORP COM		2025-06-23	2025-08-08
	24. BAXTER INTL INC		2025-03-21	2025-04-21
	26. BAXTER INTL INC		2025-06-23	2025-09-19
	3. BECTON DICKINSON & CO		2025-03-21	2025-04-21
	4. BECTON DICKINSON & CO		2025-06-23	2025-09-25
	6. BIOGEN INC		2024-12-20	2025-03-21
	15. BIOGEN INC		2025-06-23	2025-09-25
	2. BOSTON PPTYS INC REIT		2025-03-21	2025-04-21
	14. BRISTOL-MYERS SQUIBB COMPANY		2025-03-21	2025-04-21
	83. BRISTOL-MYERS SQUIBB COMPANY		2025-06-23	2025-08-08
	3. BROADCOM INC		2025-04-21	2025-08-08
	3. THE CIGNA GROUP		2023-12-15	2025-12-31
	24. CVS CORP COM		2025-03-21	2025-08-08
	8. CABOT CORP		2024-12-20	2025-03-21
	31. CAMPBELL SOUP CO		2024-12-20	2025-03-21
	19. CAMPBELL SOUP CO		2024-12-20	2025-04-21
	53. CAMPBELL SOUP CO		2025-06-23	2025-09-25
	23. CAMPBELL SOUP CO		2025-06-23	2025-12-31
	1. CARMAX INC		2022-12-28	2025-09-19
	13. CARMAX INC		2022-12-28	2025-12-31
	10. CELANESE CORP COMMON		2025-09-19	2025-09-25
	11. CENTENE CORP		2023-03-17	2025-03-21
	22. CENTENE CORP		2023-03-17	2025-06-23
	1. CHARTER COMMUNICATIONS INC CL A		2024-05-23	2025-08-08
	3. CHARTER COMMUNICATIONS INC CL A		2024-05-23	2025-12-31
	8. CHURCH & DWIGHT INC		2025-06-23	2025-09-19
	1. CISCO SYSTEMS, INC.		2025-06-23	2025-08-08
	4. CISCO SYSTEMS, INC.		2025-06-23	2025-09-19
	8. CLOROX CO		2023-10-17	2025-06-23
	6. CLOROX CO		2025-09-19	2025-12-31
	4. CLOUDFLARE INC CL A		2025-03-21	2025-04-21
	2. CLOUDFLARE INC CL A		2025-03-21	2025-08-08
	46. COCA-COLA CO		2023-11-17	2025-08-08
	45. COCA-COLA CO		2023-11-17	2025-09-25
	5. COGNIZANT TECHNOLOGY SOLUTIONS CORP		2025-04-21	2025-08-08
	11. COGNIZANT TECHNOLOGY SOLUTIONS CORP		2025-04-21	2025-09-19
	21. COMCAST CORP-CL A		2022-12-28	2025-03-21
	29. COMCAST CORP-CL A		2022-12-28	2025-04-21
	60. COMCAST CORP-CL A		2022-12-28	2025-06-23
	2. COMCAST CORP-CL A		2022-12-28	2025-08-08
	24. COMCAST CORP-CL A		2022-12-28	2025-09-19
	31. CONAGRA, INC.		2023-10-17	2025-04-21
	89. CONAGRA, INC.		2025-03-21	2025-06-23
	31. CONAGRA, INC.		2025-09-19	2025-09-25
	1. CONSTELLATION ENERGY CORP		2024-12-20	2025-04-21
	3. CONSTELLATION ENERGY CORP		2025-03-21	2025-09-25
	112. COTY INC		2024-12-20	2025-03-21
	143. COTY INC		2025-04-21	2025-06-23
	37. CROWN CASTLE INC REIT		2024-06-21	2025-09-19
	1. CROWN CASTLE INC REIT		2024-06-21	2025-09-25
	20. CUBESMART REIT		2025-09-19	2025-12-31
	2. CUMMINS INC		2018-05-08	2025-04-21
	17. CYTOKINETICS INC		2024-12-20	2025-03-21
	17. CYTOKINETICS INC		2025-04-21	2025-06-23
	30. DARLING INGREDIENTS INC		2024-12-20	2025-03-21
	24. DARLING INGREDIENTS INC		2024-12-20	2025-04-21
	81. DENTSPLY SIRONA INC		2024-12-20	2025-03-21
	53. DENTSPLY SIRONA INC		2025-04-21	2025-09-19
	1. DEXCOM INC		2024-09-20	2025-04-21
	10. DEXCOM INC		2024-09-20	2025-08-08
	10. DEXCOM INC		2024-09-20	2025-12-31
	24. DOLLAR TREE INC		2024-12-20	2025-03-21
	1. DOMINOS PIZZA INC		2022-12-28	2025-09-25
	65. ELANCO ANIMAL HEALTH INC		2024-12-20	2025-03-21
	4. EMERSON ELECTRIC CO		2018-05-08	2025-12-31
	5. EPAM SYSTEMS INC		2024-08-08	2025-03-21
	1. EQUIFAX INC		2022-12-28	2025-09-25
	19. EQUITY LIFESTYLE PROPERTIES INC REIT		2024-06-21	2025-06-23
	16. EXACT SCIENCES CORP		2024-08-08	2025-03-21
	10. EXELON CORP		2024-03-15	2025-09-25
	20. FMC CORP		2025-06-23	2025-09-19
	5. FMC CORP		2025-04-21	2025-09-25
	23. FMC CORP		2025-04-21	2025-12-31
	1. FEDERAL REALTY INVESTMENT TRUST REIT		2024-06-21	2025-03-21
	10. FEDERAL REALTY INVESTMENT TRUST REIT		2024-06-21	2025-04-21
	5. FIDELITY NATIONAL		2023-03-17	2025-09-25
	1. FIRST AMERICAN FINANCIAL CORPORATION		2025-06-23	2025-09-19
	12. FIRST AMERICAN FINANCIAL CORPORATION		2025-06-23	2025-12-31
	14. FIRST INDL RLTY TR INC		2024-06-21	2025-08-08
	1. FIRST INDL RLTY TR INC		2024-06-21	2025-09-25
	13. FORTIVE CORP		2023-11-17	2025-04-21
	38. FORTUNE BRANDS INNOVATIONS INC		2022-12-28	2025-04-21
	8. FRESHPET INC		2025-03-21	2025-04-21
	1. GATX CORP		2025-06-23	2025-08-08
	1. GATX CORP		2025-06-23	2025-09-25
	2. GCI LIBERTY INC - RIGHTS 12/17/25		2025-07-14	2025-12-02
	.4 GCI LLC CL C		2025-07-14	2025-07-17
	1. GXO LOGISTICS INC		2025-09-19	2025-09-25
	11. GE HEALTHCARE TECHNOLOGIES INC		2023-10-17	2025-08-08
	18. GE AEROSPACE		2025-03-21	2025-08-08
	14. GENERAL MILLS		2023-10-17	2025-03-21
	12. GENERAL MILLS		2023-10-17	2025-04-21
	51. GENERAL MILLS		2025-06-23	2025-08-08
	15. GENERAL MILLS		2025-06-23	2025-09-19
	11. GILEAD SCIENCES INC		2025-03-21	2025-08-08
	5. GLOBUS MEDICAL INC		2023-11-17	2025-09-25
	7. GLOBE LIFE INC		2024-05-23	2025-12-31
	5. GODADDY INC - CLASS A		2025-04-21	2025-09-19
	7. HEALTHEQUITY INC		2024-12-20	2025-03-21
	1. HEALTHEQUITY INC		2024-12-20	2025-04-21
	68. HEALTHCARE REALTY TRUST CL A REIT		2024-06-21	2025-06-23
	57. HEALTHPEAK PROPERTIES INC REIT		2024-06-21	2025-06-23
	43. HEALTHPEAK PROPERTIES INC REIT		2025-09-19	2025-12-31
	15. HEXCEL CORP		2022-12-28	2025-04-21
	25. HORMEL FOODS CORP		2025-06-23	2025-09-19
	3. HUMANA INC		2025-03-21	2025-08-08
	5. HUMANA INC		2025-06-23	2025-09-19
	8. HUMANA INC		2025-06-23	2025-09-25
	1. ILLINOIS TOOL WORKS INC.		2022-12-28	2025-08-08
	12. INSMED INC		2025-03-21	2025-04-21
	1. INSPIRE MEDICAL SYSTEMS INC		2023-11-17	2025-04-21
	6. INSPIRE MEDICAL SYSTEMS INC		2023-11-17	2025-06-23
	42. INTEL CORP.		2024-09-20	2025-04-21
	58. INTEL CORP.		2024-09-20	2025-06-23
	5. INTERNATIONAL FLAVORS & FRAGRANCES		2023-10-17	2025-08-08
	12. INTERNATIONAL FLAVORS & FRAGRANCES		2023-10-17	2025-09-19
	24. INVITATION HOMES INC REIT		2024-12-20	2025-09-19
	92. KEURIG DR PEPPER INC		2023-10-17	2025-09-19
	2. KEYCORP (NEW)		2023-06-16	2025-03-21
	18. KILROY RLTY CORP		2025-09-19	2025-12-31
	2. KIMBERLY CLARK CORP		2023-12-15	2025-09-25
	6. KIMBERLY CLARK CORP		2023-12-15	2025-12-31
	23. KIMCO REALTY CORP.		2024-06-21	2025-09-25
	15. KITE REALTY GROUP TRUST REIT		2024-06-21	2025-08-08
	33. KRAFT HEINZ CO		2024-06-21	2025-03-21
	59. KRAFT HEINZ CO		2025-04-21	2025-06-23
	1. KROGER CO		2025-06-23	2025-08-08
	10. KROGER CO		2025-06-23	2025-09-19
	23. KYNDRYL HOLDINGS INC		2025-04-21	2025-09-19
	14. LAMB WESTON HOLDINGS INC		2025-03-21	2025-06-23
	14. LAMB WESTON HOLDINGS INC		2025-09-19	2025-12-31
	5. LANDSTAR SYSTEMS INC		2022-12-28	2025-09-19
	14. LENNAR CORP		2022-12-28	2025-12-31
	9. LIBERTY BROADBAND - SER C		2024-06-21	2025-08-08
	13. LIBERTY BROADBAND - SER C		2024-06-21	2025-12-31
	3. LILLY, ELI & CO.		2025-04-21	2025-06-23
	17. LINEAGE INC REIT		2025-06-23	2025-09-19
	1. LOWES COMPANIES INC COM		2022-12-28	2025-03-21
	88. MACY S INC		2023-10-17	2025-04-21
	2. MARSH & MCLENNAN COMPANIES, INC		2022-12-28	2025-08-08
	1. MASIMO CORP		2023-10-17	2025-04-21
	1. MASTERCARD INC-A		2025-04-21	2025-08-08
	7. MCCORMICK & CO INC		2023-10-17	2025-08-08
	4. METLIFE INC		2022-10-03	2025-09-25
	7. MICROSOFT INC.		1989-10-05	2025-08-08
	3. MID-AMER APARTMENT COMM REIT		2024-06-21	2025-08-08
	.5 MILLROSE PPTYS INC CL A REIT		2025-02-07	2025-02-21
	11. MILLROSE PPTYS INC CL A REIT		2025-02-07	2025-08-08
	20. MODERNA INC		2024-12-20	2025-03-21
	6. MOLINA HEALTHCARE INC		2025-03-21	2025-06-23
	3. MONGODB INC CL A		2024-12-20	2025-03-21
	4. MOODY'S CORPORATION		2023-03-17	2025-09-25
	51. THE MOSAIC COMPANY		2025-03-21	2025-12-31
	11. NATIONAL FUEL GAS CO		2024-03-15	2025-03-21
	9. NATIONAL FUEL GAS CO		2024-03-15	2025-04-21
	9. NNN REIT INC REIT		2024-06-21	2025-03-21
	46. NATIONAL STORAGE AFFILIATES REIT		2025-06-23	2025-08-08
	32. NATIONAL STORAGE AFFILIATES REIT		2025-06-23	2025-12-31
	9. NEXTERA ENERGY INC		2023-10-17	2025-08-08
	4. NORDSON CORP		2023-03-17	2025-03-21
	57. NVIDIA CORP		2022-12-28	2025-08-08
	22. NVIDIA CORP		2022-12-28	2025-09-25
	17. OCCIDENTAL PETROLEUM CORP.		2025-06-23	2025-12-31
	11. OMNICOM GROUP		2022-12-28	2025-03-21
	15. ORACLE SYSTEMS CORP.		2024-12-20	2025-03-21
	168. ORGANON & CO		2023-11-17	2025-06-23
	3. OSHKOSH CORP		2023-04-26	2025-04-21
	7. OTIS WORLDWIDE CORP		2022-12-28	2025-08-08
	6. PALO ALTO NETWORKS INC		2023-03-17	2025-08-08
	2. PAYCOM SOFTWARE INC		2024-08-08	2025-09-25
	4. PAYCOM SOFTWARE INC		2024-08-08	2025-12-31
	5. PAYPAL HOLDINGS INC		2023-11-17	2025-09-25
	11. PAYPAL HOLDINGS INC		2023-11-17	2025-12-31
	12. PEPSICO INC		2025-04-21	2025-06-23
	5. PEPSICO INC		2024-03-15	2025-06-23
	1. PEPSICO INC		2025-09-19	2025-09-25
	3. REVVITY, INC.		2023-11-17	2025-08-08
	9. REVVITY, INC.		2023-11-17	2025-09-19
	54. PFIZER INC		2025-03-21	2025-04-21
	40. PFIZER INC		2024-03-15	2025-04-21
	126. PFIZER INC		2025-06-23	2025-08-08
	22. PFIZER INC		2025-06-23	2025-09-25
	7. POST HOLDINGS INC		2025-06-23	2025-09-19
	36. PRIMO BRANDS CORPORATION CL A		2025-09-19	2025-12-31
	3. PROCTER & GAMBLE CO		2024-05-23	2025-06-23
	12. PROCTER & GAMBLE CO		2023-03-17	2025-08-08
	3. PROCTER & GAMBLE CO		2023-03-17	2025-09-25
	6. PROCTER & GAMBLE CO		2023-03-17	2025-12-31
	3. PROLOGIS INC REIT		2024-06-21	2025-04-21
	4. PROLOGIS INC REIT		2024-12-20	2025-06-23
	7. PROLOGIS INC REIT		2024-06-21	2025-06-23
	8. REALTY INCOME CORPORATION		2024-06-21	2025-08-08
	6. REGAL REXNORD CORP		2024-08-08	2025-03-21
	7. REGENCY CENTERS CORPORATION		2024-06-21	2025-09-25
	1. REVOLUTION MEDICINES INC		2025-03-21	2025-04-21
	18. REVOLUTION MEDICINES INC		2025-03-21	2025-06-23
	4. RIVIAN AUTOMOTIVE INC CL A		2024-06-21	2025-03-21
	8. RYMAN HOSPITALITY PPTYS INC REIT		2025-03-21	2025-04-21
	2. S&P GLOBAL INC		2022-12-28	2025-09-25
	2. SBA COMMUNICATIONS CORP CL A REIT		2024-06-21	2025-09-25
	3. SALESFORCE INC		2023-02-06	2025-08-08
	8. SCIENCE APPLICATIONS INTL CORP		2023-06-16	2025-03-21
	7. SCIENCE APPLICATIONS INTL CORP		2025-06-23	2025-09-19
	35. SENTINELONE INC CL A		2024-12-20	2025-03-21
	10. JM SMUCKER CO/THE-NEW COM		2024-06-21	2025-06-23
	1. JM SMUCKER CO/THE-NEW COM		2025-09-19	2025-09-25
	7. JM SMUCKER CO/THE-NEW COM		2025-09-19	2025-12-31
	80. SNAP INC CL A		2025-03-21	2025-04-21
	3. SNOWFLAKE INC CL A		2024-12-20	2025-04-21
	1. SNOWFLAKE INC CL A		2024-12-20	2025-08-08
	1. SNOWFLAKE INC CL A		2024-12-20	2025-09-25
	23. STAG INDUSTRIAL INC REIT		2024-06-21	2025-04-21
	25. STANLEY BLACK & DECKER INC		2022-12-28	2025-04-21
	7. STARBUCKS		2025-03-21	2025-06-23
	8. STARBUCKS		2025-04-21	2025-09-19
	4. STARBUCKS		2024-05-23	2025-09-25
	38. STARWOOD PROPERTY TRUST INC REIT		2025-06-23	2025-09-19
	7. STEEL DYNAMICS INC		2024-12-20	2025-08-08
	4. SUN COMMUNITIES INC REIT		2024-06-21	2025-08-08
	2. SYSCO CORP		2024-08-08	2025-03-21
	4. TARGET CORP COM		2020-03-12	2025-06-23
	27. TARGET CORP COM		2020-03-25	2025-09-19
	5. TELEFLEX INC		2025-03-21	2025-04-21
	1. TELEFLEX INC		2025-06-23	2025-09-25
	24. TESLA INC		2022-12-28	2025-06-23
	53. TESLA INC		2022-12-28	2025-08-08
	6. TESLA INC		2022-12-28	2025-09-25
	11. TETRA TECH INC		2022-12-28	2025-03-21
	1. THERMO ELECTRON CORP		2025-03-21	2025-04-21
	13. TIMKEN CO		2022-12-28	2025-04-21
	7. UDR INC REIT		2024-06-21	2025-08-08
	20. UDR INC REIT		2024-06-21	2025-09-19
	9. UNION PACIFIC CORP		2025-06-23	2025-08-08
	16. UNION PACIFIC CORP		2022-12-28	2025-08-08
	2. UNION PACIFIC CORP		2023-01-30	2025-09-25
	40. UNITED PARCEL SERVICE CL B		2025-06-23	2025-08-08
	9. UNITED PARCEL SERVICE CL B		2025-06-23	2025-09-19
	1. UNITEDHEALTH GROUP INC.		2023-12-15	2025-03-21
	6. UNITEDHEALTH GROUP INC.		2023-12-15	2025-04-21
	11. UNITEDHEALTH GROUP INC.		2024-05-23	2025-06-23
	5. UNITEDHEALTH GROUP INC.		2024-12-20	2025-08-08
	2. UNITEDHEALTH GROUP INC.		2024-05-23	2025-08-08
	87. V F CORP		2024-05-23	2025-04-21
	16. VAXCYTE INC		2025-03-21	2025-04-21
	40. VERIZON COMMUNICATIONS INC.		2025-06-23	2025-08-08
	7. VERTIV HOLDINGS LLC CL A		2024-12-20	2025-03-21
	90. PARAMOUNT GLOBAL CL B		2025-08-08	2025-08-08
	20. VIKING THERAPEUTICS INC		2024-12-20	2025-03-21
	28. VIKING THERAPEUTICS INC		2025-04-21	2025-06-23
	1. VISA INC CL A		2012-08-13	2025-03-21
	12. VISA INC CL A		2012-08-13	2025-04-21
	14. VOYA FINANCIAL INC		2022-12-28	2025-04-21
	3. VULCAN MATLS CO		2024-12-20	2025-03-21
	7. WAL-MART STORES, INC.		2025-04-21	2025-08-08
	13. WELLTOWER INC REIT		2025-04-21	2025-08-08
	38. WEYERHAEUSER CO		2024-06-21	2025-04-21
	17. ZIMMER HOLDINGS INC		2025-04-21	2025-06-23
	1. ZOETIS INC		2023-11-17	2025-03-21
	4. ZOETIS INC		2022-12-28	2025-12-31
	108. ZOOMINFO TECHNOLOGIES INC		2024-08-08	2025-04-21
	5. AMDOCS LTD		2025-04-21	2025-08-08
	9. AMDOCS LTD		2025-04-21	2025-09-19
	154. ARCADIUM LITHIUM PLC		2024-12-20	2025-03-06
	7. ACCENTURE PLC CL A		2025-04-21	2025-06-23
	1. ACCENTURE PLC CL A		2025-04-21	2025-08-08
	1. ACCENTURE PLC CL A		2022-12-28	2025-08-08
	3. ACCENTURE PLC CL A		2022-12-28	2025-09-19
	12. CRH PLC		2025-03-21	2025-06-23
	2. CRH PLC		2024-12-20	2025-09-25
	7. FTAI AVIATION LTD		2025-03-21	2025-04-21
	6. JAZZ PHARMACEUTICALS PLC.		2024-08-08	2025-06-23
	1. JAZZ PHARMACEUTICALS PLC.		2024-08-08	2025-09-25
	1. LINDE PLC		2024-12-20	2025-08-08
	3. LINDE PLC		2024-06-21	2025-08-08
	5. MEDTRONIC PLC		2025-04-21	2025-08-08
	20. BUNGE GLOBAL		2024-12-20	2025-03-21
	76. CNH INDUSTRIAL NV		2023-11-17	2025-12-31
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	75		75
b	537	505	32
c	508	630	-122
d	3,069	2,180	889
e	2,125	1,453	672
	1,274	1,475	-201
	1,071	1,156	-85
	266	245	21
	1,077	1,188	-111
	701	713	-12
	1,340	1,498	-158
	698	859	-161
	1,573	2,078	-505
	2,935	4,291	-1,356
	674	806	-132
	665	39	626
	766	29	737
	7,150	285	6,865
	2,201	69	2,132
	163	164	-1
	604	491	113
	826	866	-40
	413	390	23
	638	738	-100
	2,335	2,465	-130
	922	692	230
	1,729	1,580	149
	865	754	111
	2,226	2,432	-206
	437	27	410
	1,144	81	1,063
	7,963	417	7,546
	818	40	778
	314	341	-27
	446	682	-236
	578	445	133
	893	1,040	-147
	138	136	2
	683	797	-114
	598	767	-169
	584	691	-107
	722	673	49
	845	879	-34
	2,035	1,861	174
	124	137	-13
	678	855	-177
	3,813	3,867	-54
	915	487	428
	829	872	-43
	1,573	1,609	-36
	658	739	-81
	1,180	1,287	-107
	712	789	-77
	1,707	1,683	24
	645	730	-85
	58	59	-1
	508	770	-262
	399	443	-44
	648	688	-40
	1,174	1,376	-202
	257	268	-11
	628	805	-177
	723	770	-47
	72	67	5
	273	268	5
	967	997	-30
	610	730	-120
	404	477	-73
	409	238	171
	3,235	2,828	407
	2,969	2,571	398
	348	338	10
	736	743	-7
	772	727	45
	970	1,004	-34
	2,055	2,078	-23
	63	69	-6
	758	831	-73
	785	861	-76
	1,901	2,286	-385
	560	575	-15
	189	227	-38
	979	677	302
	622	790	-168
	676	677	-1
	3,463	3,497	-34
	94	95	-1
	722	803	-81
	542	291	251
	772	831	-59
	550	647	-97
	894	1,081	-187
	723	794	-71
	1,260	1,516	-256
	697	677	20
	66	70	-4
	789	704	85
	667	704	-37
	1,602	1,734	-132
	423	344	79
	684	757	-73
	534	278	256
	876	956	-80
	252	190	62
	1,204	1,221	-17
	730	916	-186
	438	365	73
	724	832	-108
	166	188	-22
	321	866	-545
	95	100	-5
	916	1,002	-86
	319	258	61
	66	59	7
	737	713	24
	673	662	11
	51	47	4
	823	879	-56
	1,893	2,122	-229
	593	693	-100
	151	153	-2
	174	153	21
	9		9
	14	13	1
	53	50	3
	792	738	54
	4,950	3,675	1,275
	821	885	-64
	689	759	-70
	2,541	2,707	-166
	755	796	-41
	1,313	1,178	135
	275	227	48
	984	564	420
	724	824	-100
	594	665	-71
	80	95	-15
	1,046	1,057	-11
	986	1,083	-97
	691	791	-100
	749	863	-114
	620	769	-149
	800	799	1
	1,263	1,208	55
	2,035	1,913	122
	257	220	37
	823	959	-136
	145	142	3
	762	850	-88
	774	918	-144
	1,214	1,267	-53
	318	339	-21
	762	813	-51
	711	772	-61
	2,493	2,648	-155
	32	20	12
	674	795	-121
	243	239	4
	607	717	-110
	494	437	57
	314	329	-15
	974	1,088	-114
	1,519	1,756	-237
	74	74
	656	737	-81
	721	656	65
	748	743	5
	592	779	-187
	623	815	-192
	1,444	1,239	205
	525	474	51
	634	684	-50
	2,299	2,467	-168
	686	765	-79
	227	200	27
	945	1,019	-74
	407	329	78
	148	79	69
	574	507	67
	492	433	59
	321	252	69
	3,654	4	3,650
	421	423	-2
	12	12
	345	271	74
	653	788	-135
	1,754	1,860	-106
	578	737	-159
	1,891	1,177	714
	1,235	1,420	-185
	860	565	295
	691	462	229
	373	380	-7
	1,369	1,508	-139
	906	1,042	-136
	652	489	163
	815	816	-1
	10,413	800	9,613
	3,909	309	3,600
	698	761	-63
	892	887	5
	2,283	2,545	-262
	1,606	1,890	-284
	244	230	14
	612	542	70
	1,002	567	435
	430	319	111
	640	637	3
	334	284	50
	645	624	21
	1,537	1,695	-158
	640	833	-193
	140	142	-2
	260	265	-5
	780	794	-14
	1,186	1,420	-234
	878	1,118	-240
	3,096	3,009	87
	519	525	-6
	726	783	-57
	596	810	-214
	478	497	-19
	1,842	1,715	127
	456	429	27
	863	858	5
	293	328	-35
	423	413	10
	740	766	-26
	459	416	43
	724	935	-211
	497	435	62
	37	38	-1
	719	686	33
	46	41	5
	668	756	-88
	970	659	311
	391	389	2
	722	510	212
	847	873	-26
	727	726	1
	674	785	-111
	968	1,087	-119
	108	109	-1
	687	762	-75
	604	747	-143
	408	499	-91
	192	166	26
	222	166	56
	731	815	-84
	1,401	1,805	-404
	642	680	-38
	676	635	41
	335	313	22
	768	754	14
	861	810	51
	501	468	33
	142	151	-9
	382	376	6
	2,379	2,481	-102
	640	708	-68
	117	117
	8,391	2,705	5,686
	17,471	5,974	11,497
	2,540	676	1,864
	319	316	3
	420	518	-98
	777	907	-130
	267	285	-18
	751	815	-64
	2,000	2,005	-5
	3,556	3,310	246
	464	404	60
	3,466	3,965	-499
	756	892	-136
	517	531	-14
	2,594	3,187	-593
	3,287	5,685	-2,398
	1,254	2,501	-1,247
	502	1,034	-532
	895	1,042	-147
	496	1,195	-699
	1,726	1,673	53
	620	840	-220
	822		822
	579	845	-266
	673	670	3
	336	32	304
	3,824	385	3,439
	767	845	-78
	702	789	-87
	726	642	84
	2,184	1,853	331
	933	1,103	-170
	1,538	1,605	-67
	163	174	-11
	506	575	-69
	820	968	-148
	447	409	38
	754	736	18
	901	748	153
	2,034	2,110	-76
	239	278	-39
	239	263	-24
	719	789	-70
	1,056	1,128	-72
	224	187	37
	602	751	-149
	636	678	-42
	128	113	15
	472	424	48
	1,417	1,328	89
	464	407	57
	1,465	1,582	-117
	706	784	-78
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
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			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368
			21,368

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			75
b			32
c			-122
d			889
e			672
			-201
			-85
			21
			-111
			-12
			-158
			-161
			-505
			-1,356
			-132
			626
			737
			6,865
			2,132
			-1
			113
			-40
			23
			-100
			-130
			230
			149
			111
			-206
			410
			1,063
			7,546
			778
			-27
			-236
			133
			-147
			2
			-114
			-169
			-107
			49
			-34
			174
			-13
			-177
			-54
			428
			-43
			-36
			-81
			-107
			-77
			24
			-85
			-1
			-262
			-44
			-40
			-202
			-11
			-177
			-47
			5
			5
			-30
			-120
			-73
			171
			407
			398
			10
			-7
			45
			-34
			-23
			-6
			-73
			-76
			-385
			-15
			-38
			302
			-168
			-1
			-34
			-1
			-81
			251
			-59
			-97
			-187
			-71
			-256
			20
			-4
			85
			-37
			-132
			79
			-73
			256
			-80
			62
			-17
			-186
			73
			-108
			-22
			-545
			-5
			-86
			61
			7
			24
			11
			4
			-56
			-229
			-100
			-2
			21
			9
			1
			3
			54
			1,275
			-64
			-70
			-166
			-41
			135
			48
			420
			-100
			-71
			-15
			-11
			-97
			-100
			-114
			-149
			1
			55
			122
			37
			-136
			3
			-88
			-144
			-53
			-21
			-51
			-61
			-155
			12
			-121
			4
			-110
			57
			-15
			-114
			-237

			-81
			65
			5
			-187
			-192
			205
			51
			-50
			-168
			-79
			27
			-74
			78
			69
			67
			59
			69
			3,650
			-2

			74
			-135
			-106
			-159
			714
			-185
			295
			229
			-7
			-139
			-136
			163
			-1
			9,613
			3,600
			-63
			5
			-262
			-284
			14
			70
			435
			111
			3
			50
			21
			-158
			-193
			-2
			-5
			-14
			-234
			-240
			87
			-6
			-57
			-214
			-19
			127
			27
			5
			-35
			10
			-26
			43
			-211
			62
			-1
			33
			5
			-88
			311
			2
			212
			-26
			1
			-111
			-119
			-1
			-75
			-143
			-91
			26
			56
			-84
			-404
			-38
			41
			22
			14
			51
			33
			-9
			6
			-102
			-68

			5,686
			11,497
			1,864
			3
			-98
			-130
			-18
			-64
			-5
			246
			60
			-499
			-136
			-14
			-593
			-2,398
			-1,247
			-532
			-147
			-699
			53
			-220
			822
			-266
			3
			304
			3,439
			-78
			-87
			84
			331
			-170
			-67
			-11
			-69
			-148
			38
			18
			153
			-76
			-39
			-24
			-70
			-72
			37
			-149
			-42
			15
			48
			89
			57
			-117
			-78

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	70,067
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,736
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	1,736
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	1,736
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	1,868
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	1,868
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	132
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax132	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

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

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

on foundation managers.$

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

WA, NJ

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website addressN/A

The books are in care ofLAIRD NORTON WETHERBY TRUST CO Telephone no. (206) 464-5100

Located at801 SECOND AVE SUITE 1600SEATTLEWA ZIP+498104

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

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

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
LAIRD NORTON WETHERBY TRUST CO	TRUSTEE AND MANAGER 1	12,713
801 SECOND AVENUE SUITE 1600 SEATTLE,WA98104	TRUSTEE AND MANAGER 1	12,713

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	NONE
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

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

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

purposes:

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

3,569,017

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

83,460

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

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

3,652,477

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

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

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

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

3,652,477

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

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

54,787

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

3,597,690

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

179,885

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

179,885

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

1,736

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

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

1,736

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

178,149

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

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

178,149

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

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

178,149

Part XI

Qualifying Distributions (see instructions)

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

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

251,708

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

251,708

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					178,149
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				171,218
b Total for prior years:2023, 20, 20			32,695
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: $ 251,708
a Applied to 2024, but not more than line 2a				171,218
b Applied to undistributed income of prior years (Election required—see instructions) .....			32,695
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					47,795
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 ..........					130,354
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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

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

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
NATIONALDOWN NATIONAL DOWN SYNDROME SOCIETY 1155 15TH STREET NW SUITE 540 NEW YORK,NY10017	NONE		GENERAL USE	37,450
BANCROFT 1255 CALDWELL ROAD CHERRY HILL,NJ08034	NONE		OPERATING FUNDS	116,651
SPECIAL OLYMPICS NEW JERSEY 1 EUNICE KENNEDY SHRIVER WAY LAWRENCEVILLE,NJ08648	NONE		OPERATING FUNDS	21,450
GLOBALDOWNSY GLOBAL DOWN SYNDROME FOUNDATION 3239 E 2ND AVENUE DENVER,CO80206	NONE		GENERAL USE	21,450
NATIONAL ASSOCIATION FOR DOWN SYNDROME 1460 RENAISSANCE DRIVE STE 102 ILLINOIS,IL60068	NONE		GENERAL USE	21,450
LUMIND IDSC FOUNDATION 20 BURLINGTON MALL ROAD STE 200 BURLINGTON,MA018034126	NONE		GENERAL USE	5,450
NATIONAL TASK GROUP ON INTELLECTUAL DISABILITIES & DEMENTIA PRACTICES 7 REFLECTION POND DRIVE ROCKPORT,ME04856	NONE		OPERATING FUNDS	21,450
Total ................................. 3a				245,351

bApproved for future payment

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

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	99,793
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	70,067
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER REVENUE			1	9,809
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				179,669

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

179,669

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2025)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
CALVERT INTL OPPORTUNIT FD-I	AT COST	142,386	173,856
CALVERT SMALL CAP FUND-I	AT COST	92,520	107,846
JOHCM INTERNATIONAL SEL-I	AT COST	91,659	134,252
PEAR TREE POL FRGN VAL-INST	AT COST	158,478	218,481
PZENA EMERG MKTS VALUE-INST	AT COST	79,222	119,957
VOYA STRATEGIC INC OPP-I	AT COST	106,807	98,187
BARON DISCOVERY FUND-INST	AT COST	24,255	27,435
VANGUARD FTSE EMERGING MARKETS	AT COST	84,846	104,402
RBC EMERGING MARKETS EQ-I	AT COST	54,300	74,109
CALVERT INTL RESP INDX-I	AT COST	155,300	186,587
NUVEEN CORE IMPACT BD FD-R6	AT COST	810,628	711,240
ACCESS CAPITAL COMMUNITY-I	AT COST	115,000	117,396

Description	Amount
2025 TRANS POSTED IN 2026	3,852
ROUNDING	1
RETURN OF CAPITAL ADJUSTMENT	242

Category	Amount	Net Investment Income
FOREIGN TAXES	29	29
OTHER TAXES (NOT SUBJECT TO $1	9,809	0
FEDERAL EXCISE TAX	789	0
ESTIMATED TAX PAYMENT	1,868	0
FOREIGN TAXES ON QUALIFIED FOR	2,587	2,587
FOREIGN TAXES ON NONQUALIFIED	907	907

Name of Stock	End of Year Book Value	End of Year Fair Market Value
DISNEY WALT CO NEW	926	1,251
HOME DEPOT INC	1,449	13,764
COLGATE PALMOLIVE CO	2,585	6,954
LAUDER ESTEE COS CL A	648	1,257
MONDELEZ INTERNATIONAL INC	4,492	5,652
PEPSICO INC	709	718
PROCTER & GAMBLE CO	2,287	2,293
PNC FINANCIAL SERVICES GROUP	2,881	11,480
BIOGEN INC	745	1,056
GILEAD SCIENCES INC	750	859
MERCK & CO INC	7,085	17,789
REGENERON PHARMACEUTICALS INC	3,727	9,262
UNITEDHEALTH GROUP INC	5,051	4,952
CARLISLE COS INC
ALPHABET INC CL C	914	29,183
APPLE INC	6,297	127,230
CME GROUP INC	3,116	12,289
MICROSOFT CORP	144	130,094
ORACLE CORPORATION	3,184	6,822
VISA INC	4,874	53,308
VERIZON COMMUNICATIONS	3,262	3,666
ECOLAB INC	3,457	8,663
AON PLC	2,984	21,173
CUMMINS INC	2,620	9,188
DANAHER CORP	5,273	16,024
ANALOG DEVICES INC	2,802	8,950
APPLIED MATERIALS INC	2,787	20,045
AMERICAN WATER WORKS CO INC	2,441	4,046
NOVO-NORDISK A S SPONS ADR	1,113	3,155
CITIGROUP INC	2,633	6,885
EMERSON ELEC CO	2,979	7,698
BOOKING HOLDINGS INC	2,409	21,421
INTUIT	3,564	12,586
TARGET CORP	826	880
TJX COS INC	3,492	10,138
AMERICAN EXPRESS CO	1,728	4,439
KEYCORP NEW	2,588	5,387
AMGEN INC
WABTEC CORP	2,423	7,684
ADOBE SYS INC	1,453	2,100
AGILENT TECHNOLOGIES INC	2,328	4,762
CIENA CORP	914	4,911
MICRON TECHNOLOGY INC	1,720	9,989
CARRIER GLOBAL CORP	3,314	4,703
SALESFORCE.COM	2,184	4,503
NETFLIX INC	5,463	16,877
APTARGROUP INC	3,421	8,537
MCCORMICK & CO INC	680	749
AMERIPRISE FINANCIAL INC	2,962	6,374
VERTEX PHARMACEUTICALS INC	3,083	7,254
AMAZON.COM INC	23,976	67,630
AUTOZONE INC	2,462	3,392
CARMAX INC	770	502
CHIPOTLE MEXICAN GRILL INC	2,757	3,700
DARDEN RESTAURANTS INC	972	1,288
DOMINOS PIZZA INC	689	834
FORTUNE BRANDS INNOVATIONS INC
HASBRO INC	992	1,804
LENNAR CORP	2,567	2,981
LENNOX INTERNATIONAL INC	1,198	2,428
LIBERTY BROADBAND - SER C	684	632
LOWES COS INC	600	723
PULTE GROUP	1,886	4,925
RALPH LAUREN CORP CL A	1,970	7,779
RIVIAN AUTOMOTIVE INC CL A	888	1,695
ROKU INC	621	1,736
SNAP ON INC	2,491	3,791
STANLEY BLACK & DECKER INC
STARBUCKS CORP	705	758
TESLA INC	1,353	5,397
V F CORP
CASEY'S GENERAL STORES INC	682	1,658
COCA COLA CO	3,656	4,474
COCA-COLA CONSOLIDATED INC	509	1,533
CONAGRA BRANDS INC	2,115	1,973
COSTCO WHOLESALE CORP NEW	8,393	15,522
CVS HEALTH CORP	805	952
DARLING INGREDIENTS INC
KEURIG DR PEPPER INC	863	840
LAMB WESTON HOLDINGS INC	779	586
SYSCO CORP	756	737
THE MOSAIC COMPANY	1,420	1,229
WALMART INC	2,543	6,016
BAKER HUGHES CO	3,313	5,283
ALLY FINANCIAL INC	1,647	3,170
BANK AMERICA CORP	1,984	3,630
BLACKSTONE INC	1,650	3,699
CAPITAL ONE FINL CORP	1,077	2,908
CBOE GLOBAL MARKETS INC	2,021	4,016
CHARLES SCHWAB CORP	807	1,499
COINBASE GLOBAL INC CL A	521	3,618
FIRST HORIZON CORP	826	1,673
INTERACTIVE BROKERS GROUP INC	800	2,830
JP MORGAN CHASE & CO	12,602	30,611
MARSH & MCLENNAN COS INC	658	742
MASTERCARD INC-A	4,445	7,421
METLIFE INC	630	789
ONEMAIN HOLDINGS INC	772	1,621
PROGRESSIVE CORP OHIO	1,297	2,277
S&P GLOBAL INC	1,978	3,136
SYNCHRONY FINANCIAL
TRANSUNION	1,310	2,058
UNUM GROUP	1,670	3,178
US BANCORP NEW	3,005	5,016
VOYA FINANCIAL INC
WELLS FARGO & CO	2,139	4,846
ABBOTT LABS	1,495	1,879
ABBVIE INC	5,810	8,911
ALIGN TECHNOLOGY INC
BECTON DICKINSON	673	776
BOSTON SCIENTIFIC CORP	1,557	3,242
BRISTOL MYERS SQUIBB CO	790	917
CENTENE CORP	3,559	4,609
DAVITA INC	1,602	2,499
DENTSPLY SIRONA INC
DEXCOM INC	704	664
ELEVANCE HEALTH INC	941	1,052
HEALTHEQUITY INC	799	1,191
HUMANA INC	956	1,025
IDEXX LABS INC	1,200	2,030
INSULET CORP	1,553	3,127
INTUITIVE SURGICAL INC	2,696	6,230
LILLY ELI & CO	7,189	21,494
MASIMO CORP	950	1,561
MODERNA INC	683	796
MOLINA HEALTHCARE INC	701	694
PFIZER INC	764	797
STRYKER CORP	1,450	2,109
ZOETIS INC	575	503
AUTOMATIC DATA PROCESSING INC	667	772
AXON ENTERPRISE INC	1,156	3,976
CATERPILLAR INC	3,591	8,593
CHART INDUSTRIES INC	545	1,031
CLEAN HBRS INC	1,132	2,345
DELTA AIR LINES INC	800	1,735
EMCOR GROUP INC	1,771	7,341
EQUIFAX INC	761	868
FEDEX CORPORATION	2,423	4,044
FLOWSERVE CORP	806	1,873
HEXCEL CORP
HUBBELL INC	1,173	2,221
ILLINOIS TOOL WKS INC	661	739
KNIGHT-SWIFT TRANSPORTATION HO	761	993
LANDSTAR SYSTEMS INC
LIVE NATION ENTERTAINMENT, INC	818	1,710
OTIS WORLDWIDE CORP	697	786
PACCAR INC	1,257	2,081
PARKER HANNIFIN CORP	1,721	5,274
QUANTA SERVICES INCORPORATED	2,120	6,331
REPUBLIC SERVICES INC	1,553	2,543
RYDER SYSTEM INC	746	1,723
SERVICENOW INC	752	1,532
TELEFLEX INC	701	732
TETRA TECH INC	689	805
TIMKEN CO
UNION PAC CORP	606	694
UNITED RENTALS INC	2,111	4,856
VERISK ANALYTICS INC	1,394	1,790
WASTE MANAGEMENT INTERNATIONAL	2,990	4,174
WOODWARD INC	1,500	4,837
ADVANCED MICRO DEVICES INC	3,504	11,993
AIRBNB INC CL A	1,155	1,900
ARISTA NETWORKS INC	1,073	4,717
BROADCOM INC	7,502	43,955
CISCO SYS INC	724	924
COHERENT CORP	709	4,061
EPAM SYSTEMS INC
F5 INC	1,111	2,042
INTEL CORP
INTERNATIONAL BUSINESS MACHINE	4,670	10,960
NETAPP INC	873	1,606
NVIDIA CORP	9,278	123,277
PAYPAL HOLDINGS INC	624	642
PINTEREST INC CL A	595	673
PURE STORAGE INC CL A	657	1,675
QUALCOMM INC	3,530	5,645
SNOWFLAKE INC CL A	475	658
TWILIO INC CL A	680	2,134
WESTERN DIGITAL CORP	831	6,202
ZILLOW GROUP INC CL C	563	1,228
AT & T INC	5,575	9,265
CHARTER COMMUNICATIONS INC CL	805	626
COMCAST CORP-CL A
MOTOROLA SOLUTIONS, INC	2,030	3,067
OMNICOM GROUP
PARAMOUNT GLOBAL CL B	637	637
T-MOBILE US INC
WARNER BROS DISCOVERY INC CL A	858	3,516
CONSTELLATION ENERGY CORP	445	707
NEXTERA ENERGY INC	4,888	7,225
NRG ENERGY INC	1,370	6,847
XYLEM INC	2,591	3,949
AIR PRODUCTS & CHEMICALS INC	734	741
CELANESE CORP COMMON	711	761
FMC CORP	866	319
INTERNATIONAL FLAVORS & FRAGRA
NUCOR CORP	1,065	1,631
OWENS CORNING INC	1,866	2,462
SHERWIN WILLIAMS CO	2,612	3,564
STEEL DYNAMICS INC	1,099	1,864
JOHNSON CONTROLS INTERNATIONAL	927	2,156
BUNGE LIMITED
RENAISSANCE RE HLDGS LTD	562	843
MEDTRONIC PLC	916	1,153
STERIS PLC	901	1,268
ALLEGION PLC	835	1,274
EATON CORP PLC	1,713	3,504
PENTAIR PLC	2,242	5,311
ACCENTURE PLC CL A
SEAGATE TECHNOLOGY HOLDINGS PL	1,328	7,160
EBAY INC	1,004	2,178
MACY S INC
CLOROX CO	730	605
DOLLAR GENERAL CORP	2,522	4,381
DOLLAR TREE INC	762	984
GENERAL MLS INC
KIMBERLY CLARK CORP	717	605
MONSTER BEVERAGE CORP	855	1,457
THE HERSHEY COMPANY	685	728
BANK OF NEW YORK MELLON CORP	2,641	7,198
BROADRIDGE FINL SOLUTIONS INC	2,799	4,463
FIDELITY NATIONAL	775	997
FIFTH THIRD BANCORP	2,771	5,196
MOODYS CORP	1,766	3,065
PRUDENTIAL FINL INC	3,511	5,080
RAYMOND JAMES FINANCIAL INC	792	1,445
SYNOVUS FINANCIAL CORP	2,257	4,054
THE CIGNA GROUP	872	826
TRUIST FINANCIAL CORP	1,253	2,018
ZIONS BANCORPORATION, N.A.	1,138	2,225
DOXIMITY INC CL A	828	1,727
ENCOMPASS HEALTH CORP	2,166	4,458
EXACT SCIENCES CORP
GE HEALTHCARE TECHNOLOGIES INC	678	902
GLOBUS MEDICAL INC	637	1,222
INSPIRE MEDICAL SYSTEMS INC
IQVIA HOLDINGS INC	976	1,578
ORGANON & CO
RESMED INC	3,053	5,058
UNITED THERAPEUTICS CORP DEL	927	1,949
ACUITY BRANDS INC	1,277	2,880
AVANTOR INC
FORTIVE CORP
MASTEC INC	1,011	4,130
NORDSON CORP
OSHKOSH CORP	1,536	2,513
SCIENCE APPLICATIONS INTL CORP
UBER TECHNOLOGIES INC	3,043	5,720
VERALTO CORPORATION	686	2,295
AKAMAI TECHNOLOGIES INC
CROWDSTRIKE HOLDINGS INC CL A	1,329	6,094
MARVELL TECHNOLOGY INC	720	1,530
PALO ALTO NETWORKS INC	1,702	3,316
REVVITY, INC
ALPHABET INC CL A	26,123	66,669
CLEARWAY ENERGY INC CL C	1,204	1,996
DOMINION ENERGY INC	3,474	4,863
EVERGY INC	2,012	2,900
UGI CORP NEW	864	1,422
XCEL ENERGY INC	1,027	1,403
CNH INDUSTRIAL NV	784	701
COTY INC
CELSIUS HOLDINGS INC	757	1,281
JM SMUCKER CO/THE-NEW COM	762	685
KRAFT HEINZ CO	819	752
THE CAMPBELL'S COMPANY	730	641
ALEXANDRIA REAL ESTATE EQUITIE	4,321	2,936
BXP INC REIT	1,103	1,215
GLOBE LIFE INC	1,047	1,818
REGENCY CENTERS CORPORATION	684	759
VERTIV HOLDINGS LLC CL A	596	1,458
VORNADO REALTY TRUST	1,084	1,398
CYTOKINETICS INC
ELANCO ANIMAL HEALTH INC
LABCORP HOLDINGS INC	990	1,254
VIKING THERAPEUTICS INC
AMETEK INC NEW	553	821
GE VERNOVA LLC	1,362	2,614
REGAL REXNORD CORP
RELIANCE INC	1,210	1,733
VULCAN MATLS CO
APPLOVIN CORP CL A
MONGODB INC CL A	609	1,679
PAYCOM SOFTWARE INC
SENTINELONE INC CL A
ZOOMINFO TECHNOLOGIES INC
EXELON CORP	657	785
NATIONAL FUEL GAS CO
CABOT CORP
AMERICAN TOWER CORP REIT	779	702
BRIXMOR PROPERTY GROUP INC REI	1,128	1,311
COPT DEFENSE PROPERTIES REIT	1,355	1,529
CROWN CASTLE INC REIT	761	711
EQUINIX INC REIT	765	766
EQUITY LIFESTYLE PROPERTIES IN	787	788
FEDERAL REALTY INVESTMENT TRUS
FIRST INDUSTRIAL REALTY TRUST	693	859
HEALTHCARE REALTY TRUST CL A R	796	746
HEALTHPEAK PROPERTIES INC REIT	795	691
INVITATION HOMES INC REIT
KIMCO REALTY CORP REIT	684	730
KITE REALTY GROUP TRUST REIT	789	863
MID-AMER APARTMENT COMM REIT	705	695
NNN REIT INC REIT	718	674
OMEGA HEALTHCARE INVS REIT	1,111	1,508
PROLOGIS INC REIT
REALTY INCOME CORP REIT	685	733
SBA COMMUNICATIONS CORP CL A R	779	774
STAG INDUSTRIAL INC REIT
SUN COMMUNITIES INC REIT	705	743
UDR INC REIT
VENTAS INC	1,102	1,702
WEYERHAEUSER CO REIT
WP CAREY INC REIT	1,101	1,287
JAZZ PHARMACEUTICALS PLC	611	1,020
ARCADIUM LITHIUM PLC
CRH PLC	586	874
LINDE PLC	849	853
CLOUDFLARE INC CL A	477	789
SANDISK CORP	257	2,849
GCI LLC CL C	127	149
T-MOBILE US INC	1,970	2,843
AIR LEASE CORP	652	1,028
BRUKER CORP	796	1,131
CARLISLE COS INC	1,179	1,599
GATX CORP	612	678
GE AEROSPACE	2,832	4,928
GXO LOGISTICS INC	745	790
ALNYLAM PHARMACEUTICALS INC	696	1,193
AMGEN INC	754	982
CHARLES RIV LABORATORIES INTL	1,225	2,394
NEXSTAR MEDIA GROUP INCCOMMON	725	1,015
PARAMOUNT SKYDANCE CORP CL B	920	469
KENVUE INC	807	759
PERFORMANCE FOOD GROUP CO	691	809
PRIMO BRANDS CORPORATION CL A	810	589
OCCIDENTAL PETE CORP	761	699
FIRST AMERICAN FINANCIAL CORPO	713	737
KILROY RLTY CORP	796	673
PENNYMAC FINANCIAL SERVICES IN	760	1,055
SOFI TECHNOLOGIES INC	656	1,623
AES CORP	1,141	1,692
EASTMAN CHEMICAL CO	781	766
AGNC INVESTMENT CORP REIT	658	868
AMERICOLD REALTY TRUST INC REI	822	823
CUBESMART REIT	804	721
MILLROSE PPTYS INC CL A REIT	585	747
NATIONAL STORAGE AFFILIATES RE	3,113	2,849
REXFORD INDUSTRIAL REALTY INC	874	1,084
WELLTOWER INC REIT	713	928
ROYALTY PHARMA PLC CL A	778	850