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
AARON & RUTH JUNGREIS FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 515 OCEAN AVENUE
Room/suite

City or town
LAWRENCE

State or province
NY

Country

ZIP or foreign postal code
11559

A Employer identification number

11-3466420

B Telephone number (see instructions)

5165694098

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)$1,119,821J 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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	250,000
2	Check .................
3	Interest on savings and temporary cash investments	54		54
4	Dividends and interest from securities...	23,208		23,208
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		228,800
b	Gross sales price for all assets on line 6a 925,536
7	Capital gain net income (from Part IV, line 2)...			228,800
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	502,062		252,062
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	23,221	23,221	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,686	1,520	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,851	1,601	250
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	28,758		26,342	250
25	Contributions, gifts, grants paid.......	514,966			514,966
26	Total expenses and disbursements. Add lines 24 and 25 ................	543,724		26,342	515,216
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-41,662
b	Net investment income (if negative, enter -0-)			225,720
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	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.............
	2	Savings and temporary cash investments.........	17,152	19,137	19,137
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	25,616	List of Attached Documents: // Content 26,640	26,599
	b	Investments—corporate stock (attach schedule).......	775,241	List of Attached Documents: // Content 784,900	994,858
	c	Investments—corporate bonds (attach schedule).......	101,227	List of Attached Documents: // Content 85,897	79,227
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	919,236	916,574	1,119,821
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons	250	250
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 39,000
	23	Total liabilities (add lines 17 through 22).........	250	39,250
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	918,986	877,324
	29	Total net assets or fund balances (see instructions).....	918,986	877,324
	30	Total liabilities and net assets/fund balances (see instructions).	919,236	916,574

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) ...............

918,986

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

-41,662

Other increases not included in line 2 (itemize)

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

877,324

Decreases not included in line 2 (itemize)

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

877,324

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	OPPENHEIMER #56231 - ST COVERED SECURITIES		2025-01-01	2025-12-31
b	OPPENHEIMER #56231 - LT COVERED SECURITIES		2023-01-01	2025-12-31
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	234,951	228,151	6,800
b	690,542	468,585	221,957
c	43		43
d
e

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			6,800
b			221,957
c			43
d
e

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	228,800
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	3,138
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	3,138
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	3,138
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	1,100
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,100
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	2
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,040
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ 0(2) On foundation managers.$ 0

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

on foundation managers.$ 0

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)

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 ofTHE FOUNDATION Telephone no. (516) 569-4098

Located at515 OCEAN AVENUELAWRENCENY ZIP+411559

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)

(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
AARON JUNGREIS	PRESIDENT 1.00	0	0	0
515 OCEAN AVENUE LAWRENCE,NY11559	PRESIDENT 1.00	0	0	0
RUTH JUNGREIS	V.P. 1.00	0	0	0
515 OCEAN AVENUE LAWRENCE,NY11559	V.P. 1.00	0	0	0

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................0

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...................

1,075,927

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

18,360

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

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

1,094,287

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.........................

1,094,287

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

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

16,414

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

1,077,873

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

53,894

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..................

53,894

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

3,138

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

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

3,138

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

50,756

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

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

50,756

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

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

50,756

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) ..........

515,216

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. .......

515,216

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					50,756
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	52,249
b From 2021......	25,162
c From 2022......	206,651
d From 2023......	54,800
e From 2024......	1,302
f Total of lines 3a through e ........		340,164
4Qualifying distributions for 2025 from Part
XI, line 4: $ 515,216
a Applied to 2024, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions) .....			0
c Treated as distributions out of corpus (Election required—see instructions) ........		0
d Applied to 2025 distributable amount.....					50,756
e Remaining amount distributed out of corpus		464,460
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		804,624
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...		52,249
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		752,375
10 Analysis of line 9:
a Excess from 2021 ....	25,162
b Excess from 2022 ....	206,651
c Excess from 2023 ....	54,800
d Excess from 2024 ....	1,302
e Excess from 2025 ....	464,460

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).)

AARON JUNGREIS

RUTH JUNGREIS

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)

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
AL KANFEI NISHARIM 287 ROCKAWAY TURNPIKE LAWRENCE,NY11559	NONE		CHARITABLE	10,000
ALGEMIER 1159 2ND AVENUE 473 NEW YORK,NY10065	NONE		CHARITABLE	3,600
AMERICAN FRIENDS OF LEHET ABS 57 WINGATE ST STE 204 HAVERHILL,MA01832	NONE		CHARITABLE	1,000
BIKUR CHOLIM OF MANHATTAN 180 RIVERSIDE DR 3B NEW YORK,NY10024	NONE		CHARITABLE	3,000
CHABAD FIVE TOWNS 74 MAPLE AVENUE CEDARHURST,NY11516	NONE		CHARITABLE	12,500
CHARIDY ISRAEL 3 COPPERBEECH LN LAWRENCE,NY11559	NONE		CHARITABLE	360
CHOMESH KOLLEL 212 CENTRAL AVE LAKEWOOD,NJ08701	NONE		CHARITABLE	36,000
COLEL CHABAD 806 EASTERNN PARKWAY BROOKLYN,NY11213	NONE		CHARITABLE	2,000
CONGREGATION BETH SHOLOM 390 BROADWAY LAWRENCE,NY11559	NONE		CHARITABLE	20,000
CONGREGATION REB MEIR HENESS 1070 38TH STREET BROOKLYN,NY11219	NONE		CHARITABLE	10,000
DAVIS MEMORIAL FUND 25 LAWRENCE AVE LAWRENCE,NY11559	NONE		CHARITABLE	5,000
FRIENDS IN NEED 400 E 57TH ST NEW YORK,NY10022	NONE		CHARITABLE	360
HACHAIM VAHASHALOM 1250 I ST WASHINGTON,DC20005	NONE		CHARITABLE	18,000
KAC 1218 79TH STREET KENOSHA,WI53143	NONE		CHARITABLE	360
KEREN HATZEDAKAH 422 MONMOUTH AVE LAKEWOOD,NJ08701	NONE		CHARITABLE	250,000
KIDS IN CAMP 39 PARKER BLVD MONSEY,NY10952	NONE		CHARITABLE	10,000
KOLLEL OF FLATBUSH 2504 AVENUE K BROOKLYN,NY11210	NONE		CHARITABLE	9,000
KULANU ACADEMY 620 CENTRAL AVE CEDARHURST,NY11516	NONE		CHARITABLE	25,750
NACHALS AVOS P O BOX 1134 JACKSON,NJ08527	NONE		CHARITABLE	5,000
OZER DALIM 1159 E 31ST ST BROOKLYN,NY11210	NONE		CHARITABLE	118
PHYLLIS F ALBSTEIN FUND FOR BRIAN SCIENCE 57 WEST 57TH ST STE 904 NEW YORK,NY10019	NONE		CHARITABLE	10,000
RCCS 768 BEDFORD AVENUE BROOKLYN,NY11205	NONE		CHARITABLE	10,000
REFUAH RESOURCES 5904 13TH AVENUE BROOKLYN,NY11219	NONE		CHARITABLE	10,000
SHALOM ACADEMY FOR TORAH 70 AMBOY ROAD MORGANVILLE,NJ07751	NONE		CHARITABLE	30,000
THE MATZLIACH ORGANIZATION 25 ROBERT PITT DR SUITE 204 MONSEY,NY10952	NONE		CHARITABLE	118
TZOHAR ISRAEL FOUNDATION 122 OAK STREET WOODMERE,NY11598	NONE		CHARITABLE	10,000
WAINBAUM YESHIVA 7902 MONTOYA CIR NORTH BOCA RATON,FL33433	NONE		CHARITABLE	1,800
YACHAD 40 RECTOR ST 4TH FL NEW YORK,NY10006	NONE		CHARITABLE	10,000
YAD RACHEL 902 EAST COUNTY LINE RD LAKEWOOD,NJ08701	NONE		CHARITABLE	1,000
YESHIVA KOL YAAKOV 5 EMERSON DR GREAT NECK,NY11023	NONE		CHARITABLE	10,000
Total ................................. 3a				514,966

bApproved for future payment

Total ................................. 3b				0

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 ...........			14	54
4 Dividends and interest from securities ....			14	23,208
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	228,800
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		252,062	0

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

252,062

(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.)
11	N/A

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

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

AARON & RUTH JUNGREIS FOUNDATION

Employer identification number

11-3466420

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 2025) Page 2

Name of organization AARON & RUTH JUNGREIS FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	AARON JUNGREIS 515 OCEAN AVENUE LAWRENCE, NY11559	$ 250,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization AARON & RUTH JUNGREIS FOUNDATION		Employer identification number 11-3466420

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization AARON & RUTH JUNGREIS FOUNDATION			Employer identification number 11-3466420
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

Name of Bond	End of Year Book Value	End of Year Fair Market Value
PIMCO TOTAL RETURN FUND CL I-2	85,897	79,227

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

Name of Stock	End of Year Book Value	End of Year Fair Market Value
TOTALENERGIES SE ACT	343	327
CREDICORP LTD	1,085	1,722
CRH PLC ORD	5,873	8,362
COCA-COLA EUROPACIFIC PARTNERS	1,965	2,630
JOHNSON CTLS INTL PLC	1,457	3,114
LIBERTY GLOBAL LTD COM CL C	5,971	5,984
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	1,438	3,029
SMURFIT WESTROCK PLC	574	503
LIBERTY LATIN AMERICA LTD COM CL C	362	90
ALCON AG ORD SHS	1,269	1,497
GLOBANT S A	2,953	3,138
SPOTIFY TECHNOLOGY S A	1,280	1,161
ASML HOLDING N V N Y REGISTRY SHS	2,909	4,279
AAON INC COM PAR 0.004	1,833	1,372
ACV AUCTIONS INC COM CL A	1,813	906
AIA GROUP LTD SPONSORED ADR	2,825	3,323
AIB GROUP PLC UNSPONSORD ADR	2,265	3,823
ASE TECHNOLOGY HLDG CO LTD	2,626	4,267
ADIDAS AG ADR	209	198
ADYEN N V UNSPONSRED ADS	1,577	1,549
ADVANCED MICRO DEVICES INC	1,113	1,285
AGILYSYS INC	1,290	1,783
AIR LIQUIDE ADR	817	1,277
ALARM COM HLDGS INC	1,465	1,429
ALFA LAVAL AB SWEDEN ADR	1,614	2,411
ALIGN TECHNOLOGY INC	1,572	1,249
ALKAMI TECHNOLOGY INC	3,586	2,791
ALLIANZ SE UNSPONSRD ADS	2,527	4,462
ALPHABET INC CAP STK CL C	4,057	5,962
ALPHABET INC CAP STK CL A	9,172	17,215
AMAZON COM INC	17,481	19,620
AMERICAN HOMES 4 RENT CL A REIT	2,262	1,990
AMERICAN INTL GROUP INC COM NEW	4,244	4,791
AMPHENOL CORP NEW CL A	899	946
ANALOG DEVICES INC	2,660	6,238
APOLLO GLOBAL MGMT INC	2,799	2,606
APPLE INC	4,387	4,893
APPLOVIN CORP COM CL A	997	1,348
ARROW ELECTRS INC	7,377	7,602
ASSA ABLOY AB ADR	1,023	1,583
ASTRAZENECA PLC SPONSORED ADR	2,530	3,218
ATLAS COPCO AB SP ADR A NEW	517	1,182
AUTOZONE INC	2,372	6,783
BAE SYSTEMS PLC SPONSORED ADR	1,557	3,715
BJS WHSL CLUB HLDGS INC	2,081	1,801
BNP PARIBAS SPONSORED ADR	1,000	1,043
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR	1,057	2,797
BANK OF AMERICA CORP	3,152	4,785
BERKSHIRE HATHAWAY INC DEL CL B NEW	2,162	3,519
BIO-TECHNE CORP	1,779	2,470
BLACKROCK INC	3,051	3,211
BOEING CO	1,386	1,520
BOSTON SCIENTIFIC CORP	592	572
BRIDGESTONE CORP ADR	1,131	1,098
BRITISH AMERN TOB PLC SPONSORED ADR	2,710	3,454
BROADCOM INC	1,681	4,845
BRUNSWICK CORP	2,518	3,044
CCC INTELLIGENT SOLUTIONS HLD	1,868	1,495
CSW INDUSTRIALS INC	1,110	881
CADENCE DESIGN SYSTEM INC	1,184	1,250
CANADIAN NATL RY CO	737	890
CAPITAL ONE FINL CORP	4,040	4,605
CASEYS GEN STORES INC	1,622	1,658
CHARLES RIV LABS INTL INC	2,380	1,995
CHARTER COMMUNICATIONS INC NEW CL A	1,453	835
CHEVRON CORP NEW	8,056	8,230
CHUGAI PHARMACEUTICAL CO LTD ADR	1,901	2,837
CIENA CORP COM NEW	2,718	8,419
CISCO SYS INC	4,824	5,854
CINTAS CORP	3,692	3,573
CITIGROUP INC COM NEW	8,714	15,520
CLEAN HARBORS INC	4,118	7,034
CLEARWATER ANALYTICS HLDGS INC CL A	1,085	1,158
COCA COLA CO	4,283	4,334
COCA-COLA FEMSA SAB DE CV SPONS ADS REP	1,392	1,894
COGNEX CORP	1,590	1,331
COLOPLAST AS SPONSERED ADS	1,067	740
COMPAGNIE DE ST GOBAIN UNSPONSORD ADR	1,598	2,221
COMPASS GROUP PLC SPONSORED ADR	1,229	1,152
CONOCOPHILLIPS	1,862	2,527
CONSTELLATION ENERGY CORP	1,086	1,413
CONTEMPORARY AMPEREX TECHNO UNSPONSORED ADS	2,214	2,354
CORTEVA INC	2,435	2,547
COSTCO WHSL CORP NEW	2,121	1,725
COSTAR GROUP INC	6,690	7,733
CROWDSTRIKE HLDGS INC CL A	878	938
DBS GROUP HOLDINGS LTD SPONSORED ADR	2,533	5,093
DNB BANK ASA SPONSORED	1,338	1,755
DAIFUKU CO LTD UNSPONSRED ADS	928	1,344
MERCEDES BENZ GROUP AG UNSPONSOR ADR	1,008	949
DANAHER CORPORATION	2,302	3,663
DASSAULT SYSTEMES SPONSORED ADR	980	949
DATADOG INC CL A COM	715	680
DELL TECHNOLOGIES INC CL C	4,536	4,154
DESCARTES SYS GROUP INC	1,296	1,227
DEUTSCHE TELEKOM AG SPONSORED ADS	1,934	2,878
DEUTSCHE POST AG SPONSORED ADR	1,132	1,422
DIAGEO PLC SPON ADR NEW	637	518
DIAMONDBACK ENERGY INC	2,011	1,804
DISCO CORP UNSPONSORED ADR	4,254	4,295
DISNEY WALT CO	1,256	1,251
DOLLAR GEN CORP NEW	4,445	6,904
DOUBLEVERIFY HLDGS INC	1,906	881
DUTCH BROS INC CL A	1,677	1,959
EDWARDS LIFESCIENCES CORP	768	853
ENBRIDGE INC	3,017	3,109
ENEL SOCIETA PER AZIONI UNSPONSORD ADR	2,736	3,695
ENSIGN GROUP INC	3,822	6,097
ENTEGRIS INC	3,317	3,033
EPIROC AKTIEBOLAG SPONS ADS CL A	942	1,737
EXPONENT INC	1,116	1,111
EXXON MOBIL CORP	3,821	5,054
META PLATFORMS INC CL A	3,579	3,300
FAIR ISAAC CORP	2,590	3,381
FAIRFAX FINL HLDGS LTD SUB VTG	812	5,724
FASTENAL CO	3,180	6,020
FEDEX CORP	10,399	13,288
FIRST HORIZON CORPORATION	2,586	3,083
FIVE BELOW INC	4,923	7,346
FLOOR & DECOR HLDGS INC CL A	4,461	2,984
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS	2,544	3,133
FREEPORT-MCMORAN INC CL B	2,972	3,860
FRESHPET INC	4,082	3,290
GE AEROSPACE COM NEW	1,163	1,540
GENERAL MTRS CO	6,453	11,303
GENMAB A/S SPONSORED ADS	1,875	1,632
GLAUKOS CORP	1,904	2,371
GODADDY INC CL A	1,800	2,482
GOLDMAN SACHS GROUP INC	4,422	5,274
GRAND CANYON ED INC	5,961	7,650
GRID DYNAMICS HLDGS INC CL A	2,037	831
GRUPO FINANCIERO BANORTE S A B ADR	1,129	1,207
GUIDEWIRE SOFTWARE INC	2,933	4,221
HDFC BANK LTD SPONSORED ADS	3,302	3,727
HAIER SMART HOME CO LTD UNSPONSORED ADR	1,708	1,325
HALEON PLC SPON ADS	2,202	2,507
HEALTHEQUITY INC	5,159	4,947
HEICO CORP NEW	5,993	14,885
HENRY JACK & ASSOC INC	1,301	1,460
HILTON WORLDWIDE HLDGS INC	4,867	5,171
IBERDROLA S A SPON ADR	2,729	3,974
IDEXX LABS INC	2,465	4,736
INDUSTRIA DE DISENO TEXTIL IND UNSPONSORD ADR	333	396
INGERSOLL RAND INC	2,284	2,139
INTUITIVE SURGICAL INC COM NEW	1,215	1,133
I3 VERTICALS INC COM CL A	1,666	1,436
JPMORGAN CHASE & CO COM	3,369	7,089
JOHNSON & JOHNSON	7,359	9,520
JULIUS BAER GROUP LTD UNSPONSORD ADR	97	125
KKR & CO INC	282	255
KADANT INC	1,924	1,710
KINSALE CAP GROUP INC	5,085	5,085
KIRBY CORP	4,209	4,517
KNIGHT-SWIFT TRANSN HLDGS INC CL A	2,003	1,934
KOMATSU LTD SPON ADR NEW	1,599	1,524
LKQ CORP	6,666	5,285
L OREAL CO ADR	2,577	2,826
LASERTEC CORP ADS	2,624	2,848
LENNAR CORP CL A	8,926	7,710
ELI LILLY & CO	2,602	3,224
MS&AD INS GROUP HLDGS ADR	2,473	2,952
M3 INC UNSPON ADR	1,184	1,039
MAGNA INTL INC	8,423	9,168
MANULIFE FINL CORP	1,495	2,576
MASCO CORP	3,670	3,871
MASTERCARD INCORPORATED CL A	1,707	1,713
MCKESSON CORP	3,827	4,922
MEDPACE HLDGS INC	4,943	8,425
MERCADOLIBRE INC	1,516	2,014
MERCK & CO INC	210	211
MICHELIN COMPAGNIE GENERALE DE UNSPONSORD ADR	1,312	1,311
MICROSOFT CORP	18,555	32,886
MIDEA GROUP CO LTD UNSPONSORED ADS	1,554	1,581
MOTOROLA SOLUTIONS INC COM NEW	1,585	1,917
MUNICH RE GROUP UNSPONSORED ADR	2,265	3,482
NN GROUP N V UNSPONSOD ADR	1,600	2,655
NRG ENERGY INC COM NEW	1,332	1,752
NATIONAL GRID PLC SPONSORED ADR NE	2,894	3,326
NESTLE S A SPONSORED ADR	547	593
NETFLIX INC	6,583	5,626
NETEASE INC SPONSORED ADS	1,401	1,651
NEXTERA ENERGY INC	1,923	3,051
NICE LTD SPONSORED ADR	2,277	2,035
NTT INC SPONSORED ADR	2,698	2,570
NORTHROP GRUMMAN CORP	2,763	3,421
NOVARTIS AG SPONSORED ADR	4,221	5,928
NOVO-NORDISK A S ADR	3,516	3,205
NOVONESIS (NOVOZYMES) B UNSPONSORED ADR	761	891
NVIDIA CORPORATION	15,695	27,975
OREILLY AUTOMOTIVE INC	819	821
OBIC CO LTD UNSPONSORED ADS	1,599	1,386
ORACLE CORP	1,742	1,169
OPTION CARE HEALTH INC COM NEW	1,869	1,975
PPL CORP	2,599	2,627
PAYCOM SOFTWARE INC	6,436	5,418
PAYLOCITY HLDG CORP	4,042	3,508
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR	1,288	1,305
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR	2,375	1,718
PHILIP MORRIS INTL INC	2,886	4,170
PING AN INS GROUP CO CHINA LTD SPON ADR REP H	1,311	1,057
PINNACLE FINL PARTNERS INC	3,382	4,103
POWER CORP CDA	6,134	9,743
PRIVIA HEALTH GROUP INC	6,028	6,165
PROGRESSIVE CORP	2,649	2,733
PROLOGIS INC. REIT	2,505	2,936
PULTE GROUP INC	2,545	2,697
QUALCOMM INC	2,249	2,224
RB GLOBAL INC	10,405	13,064
REGENERON PHARMACEUTICALS	2,586	3,087
REPLIGEN CORP	1,536	1,639
RIO TINTO PLC SPONSORED ADR	4,230	4,802
ROCHE HLDGS AG BASEL SPONSORED ADR	2,683	3,558
ROLLINS INC	4,095	7,623
SHELL PLC SPON ADS	4,391	5,070
RYANAIR HOLDINGS PLC SPONSORED ADR	1,400	1,588
S&P GLOBAL INC	2,892	5,226
S F HLDG CO LTD UNSPONSORED ADS	1,038	834
SPS COMM INC	2,399	1,783
SAFRAN SPON ADR	1,277	1,306
SALESFORCE INC	2,131	3,179
SANOFI SA SPONSORED ADR	3,992	3,683
SAP SE SPON ADR	3,111	2,915
SCHNEIDER ELECTRIC SE UNSPONSORD ADR	2,139	3,021
SCHWAB CHARLES CORP	3,322	3,797
SEA LTD SPONSORD ADS	1,158	765
SERVICENOW INC	4,550	6,434
SHIONOGI & CO LTD UNSPONSORED ADS	1,205	1,212
SHOPIFY INC CL A SUB VTG SHS	957	1,127
SIEMENS A G SPONSORED ADR	2,552	4,338
SIMPSON MFG INC	1,894	1,776
SNOWFLAKE INC COM SHS	1,317	1,316
SOFTBANK CORP UNSPONSRED ADS	2,791	3,085
SONOVA HOLDING AG UNSPONSORED ADR	642	879
SONY GROUP CORP SPONSORED ADR	2,004	2,509
SONY FINL GROUP INC UNSPONSERED ADS	102	99
SOUTHWEST AIRLS CO	3,008	4,092
STARBUCKS CORP	2,141	2,442
SVENSKA HANDELSBANKEN ADR	1,000	1,303
SYMRISE AG UNSPONSORD ADR	890	946
SYNOPSYS INC	1,420	1,409
SYSMEX CORP UNSPONSORED ADR	2,009	1,141
T-MOBILE US INC	2,307	1,827
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	3,638	6,989
TECHTRONIC INDS LTD SPONSORED ADR	1,127	921
SOMNIGROUP INTERNATIONAL INC	5,347	7,678
TENCENT HOLDINGS LIMITED UNSPON ADR	4,110	4,593
TESCO PLC SPONSORED ADR	1,821	2,357
TESLA INC	5,607	8,095
TEXAS INSTRS INC	562	520
THE TRADE DESK INC COM CL A	2,056	949
THERMO FISHER SCIENTIFIC INC	3,606	4,056
THOR INDS INC	6,981	8,624
3I GROUP PLC UNSPONSORD ADR	972	1,797
TOAST INC CL A	2,849	3,373
TOKIO MARINE HLDGS INC ADR	2,485	3,476
TOYOTA MOTOR CORP ADS	2,682	3,211
TRANSCAT INC	981	681
TYLER TECHNOLOGIES INC	5,429	8,625
UBER TECHNOLOGIES INC	375	327
UNICHARM CORP SPONSORED ADR	1,586	893
UNICREDIT SPA UNSPONSORD ADR	3,341	4,769
UNITED OVERSEAS BK LTD SPONSORED ADR	2,075	2,775
UNITED RENTALS INC	2,367	2,428
UNITEDHEALTH GROUP INC	6,095	4,952
UPM KYMMENE CORP UNSPONSORED ADS	387	318
VALERO ENERGY CORP	1,799	2,116
VEEVA SYS INC CL A COM	3,731	4,911
VERISK ANALYTICS INC	3,718	5,369
VERTEX PHARMACEUTICALS INC	944	907
VINCI S A ADR	1,238	1,197
VISA INC COM CL A	3,508	5,261
VODAFONE GROUP PLC NEW SPONSORED ADR	8,161	10,476
VOLVO AB UNSPONSORD ADR	1,096	1,469
WALMART INC	7,062	7,576
WATSCO INC	1,361	2,022
WEST PHARMACEUTICAL SVSC INC	4,210	7,428
WORKIVA INC COM CL A	5,001	4,916
ZIJIN MNG GROUP CO LTD ADR CL H	2,008	3,378
ZURICH INSURANCE GROUP AG SPONSORED ADR	1,652	3,270

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

US Government Securities - End of Year Book Value:

26,640

US Government Securities - End of Year Fair Market Value:

26,599

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2025 OtherExpensesSchedule

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
BANK CHARGES	175	175	0
MISC. INVESTMENT EXPENSES	1,426	1,426	0
NYS FILING FEES	250	0	250

- TIN:

TY 2025 OtherLiabilitiesSchedule

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

Description	Beginning of Year - Book Value	End of Year - Book Value
CREDIT CARD PAYABLE	0	39,000

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	23,221	23,221		0

- TIN:

TY 2025 TaxesSchedule

Name:

AARON & RUTH JUNGREIS FOUNDATION

EIN:

11-3466420

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD	1,520	1,520		0
EXCISE TAX ON INVESTMENT INCOME	2,166	0		0