Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 02 - 01 2025, and ending 01 - 31, 20 26
Name of foundation
THE MAX MALIE DR LEONARD AND BERNICE LAUB
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

52-7091387
B Telephone number (see instructions)

8004962583
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,965,477J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 53,196 53,196  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,784
b Gross sales price for all assets on line 6a 367,366
7 Capital gain net income (from Part IV, line 2)... 75,784
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 128,980 128,980  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,475 17,547   14,928
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,770 43   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)....... Click to see attachment
List of Attached Documents:
// Content
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,495 17,590 0 15,178
25 Contributions, gifts, grants paid....... 70,000 70,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 104,495 17,590 0 85,178
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,485
b Net investment income (if negative, enter -0-) 111,390
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. -3,437 -3,771 -3,771
2 Savings and temporary cash investments......... 15,205 15,532 15,532
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)....... 844,846 Click to see attachment
List of Attached Documents:
// Content
826,611 		1,517,783
c Investments—corporate bonds (attach schedule)....... 297,521 Click to see attachment
List of Attached Documents:
// Content
273,526 		278,439
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 86,198 Click to see attachment
List of Attached Documents:
// Content
152,916 		157,494
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) 1,240,333 1,264,814 1,965,477
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,240,333 1,264,814
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)..... 1,240,333 1,264,814
30 Total liabilities and net assets/fund balances (see instructions). 1,240,333 1,264,814
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,240,333
2
Enter amount from Part I, line 27a .....................
2
24,485
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,264,818
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,264,814
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4. APPLE COMPUTER INC   2024-06-05 2025-02-13
b 2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
c 1. NXP SEMICONDUCTORS NV   2020-07-10 2025-02-13
d 4. HONEYWELL INTL INC   2025-01-24 2025-03-25
e 1. HONEYWELL INTL INC   2025-01-24 2025-03-25
4. HONEYWELL INTL INC     2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
1. HONEYWELL INTL INC   2010-02-01 2025-03-27
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
9. APPLE COMPUTER INC     2025-04-04
4. APPLE COMPUTER INC   2024-04-12 2025-04-09
10. NORFOLK SOUTHN CORP     2025-04-09
5. NORFOLK SOUTHN CORP     2025-04-09
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2025-04-28
8. EXXON MOBIL CORP     2025-05-01
9. EXXON MOBIL CORP   2022-11-01 2025-05-01
6. ALPHABET INC-CL C   2012-09-26 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-21 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-21 2025-05-22
8. NXP SEMICONDUCTORS NV     2025-05-22
2. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
130.742 FIDELITY INTL INDX   2024-01-19 2025-06-11
1696.705 SIX CIRCLES INTL UNCON EQ   2025-01-03 2025-06-11
243.355 SIX CIRCLES INTL UNCON EQ   2024-01-19 2025-06-11
43.49 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-18
6. FISERV INC     2025-06-20
7. FISERV INC     2025-06-20
2. MASTERCARD INC - CLASS A     2025-06-20
2. REGENERON PHARMACEUTICALS INC     2025-06-20
4. BROADCOM INC   2024-12-17 2025-07-11
1. FISERV INC   2023-07-07 2025-07-11
14. FISERV INC     2025-07-11
7. INTUITIVE SURGICAL INC NEW     2025-07-11
10. INGERSOLL RAND INC   2025-07-11 2025-08-01
14. INGERSOLL RAND INC     2025-08-01
33. BRISTOL MYERS SQUIBB CO     2025-08-21
7. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
7. OTIS WORLDWIDE CORP     2025-08-21
2. OTIS WORLDWIDE CORP     2025-08-21
5. OTIS WORLDWIDE CORP     2025-08-21
3. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
11. OTIS WORLDWIDE CORP     2025-08-22
1. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
6. OTIS WORLDWIDE CORP     2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
1. BOOKING HOLDINGS INC   2020-10-05 2025-09-08
3. BOSTON SCIENTIFIC CORP     2025-09-08
4. BOSTON SCIENTIFIC CORP     2025-09-08
7. CONOCOPHILLIPS   2022-02-08 2025-09-08
5. CONOCOPHILLIPS   2022-01-05 2025-09-08
3. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. SALESFORCE.COM INC   2024-03-20 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
3. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
7. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
21. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-11
4. INGERSOLL RAND INC     2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
11. INGERSOLL RAND INC     2025-09-11
923.214 PIMCO MTGE OPPORTUNITIES IS     2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
3. SALESFORCE.COM INC     2025-09-11
26. VANGUARD INT-TERM CORPORATE   2025-01-03 2025-09-11
192. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-11
10. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
10. CONOCOPHILLIPS     2025-09-23
5. SALESFORCE.COM INC   2024-10-01 2025-09-23
4. SALESFORCE.COM INC   2024-09-12 2025-09-23
7. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-10
14. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
2. WELLS FARGO & CO NEW   2021-03-03 2025-10-10
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
3. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
3520.023 SIX CIRCLES CREDIT OPPORT     2025-10-22
774. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-22
3. ABBVIE INC   2019-11-11 2025-10-23
6. ALPHABET INC-CL C     2025-10-23
3. AMAZON COM INC   2025-05-22 2025-10-23
5. AMAZON COM INC   2021-10-29 2025-10-23
2. AMERICAN EXPRESS CO     2025-10-23
8. APPLE COMPUTER INC   2025-09-08 2025-10-23
12. BANK OF AMERICA CORPORATION   2025-06-20 2025-10-23
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-10-23
2. BROADCOM INC   2025-09-11 2025-10-23
1. CADENCE DESIGN SYS INC   2024-11-13 2025-10-23
2. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-10-23
3. CANADIAN PACIFIC KANSAS CITY     2025-10-23
3. CONOCOPHILLIPS   2021-03-18 2025-10-23
3. DISNEY WALT CO   2024-11-21 2025-10-23
2. ECOLAB INC   2025-10-17 2025-10-23
5. EXXON MOBIL CORP   2022-11-01 2025-10-23
3. FACEBOOK INC-A     2025-10-23
1. ARTHUR J GALLAGHER & CO   2022-03-08 2025-10-23
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-10-23
2. HOWMET AEROSPACE INC     2025-10-23
1. INTUIT   2025-09-23 2025-10-23
3. JOHNSON & JOHNSON   2025-10-10 2025-10-23
2. LOWES COS INC   2025-09-08 2025-10-23
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-10-23
1. MASTERCARD INC - CLASS A   2025-10-10 2025-10-23
2. MCDONALDS CORP   2024-12-17 2025-10-23
1. MICROSOFT CORP   2025-04-09 2025-10-23
1. MICROSOFT CORP   2025-04-09 2025-10-23
3. MICROSOFT CORP   2002-08-08 2025-10-23
3. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-10-23
5. MORGAN STANLEY DEAN WITTER & CO NEW     2025-10-23
5. NEXTERA ENERGY INC   2024-09-12 2025-10-23
7. NVIDIA CORP   2025-04-04 2025-10-23
9. NVIDIA CORP   2023-03-07 2025-10-23
2. NVIDIA CORP   2023-03-07 2025-10-23
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-10-23
2. PEPSICO INC     2025-10-23
2. PROGRESSIVE CORP OHIO     2025-10-23
6. SOUTHERN CO   2025-04-04 2025-10-23
1. STRYKER CORP   2023-09-13 2025-10-23
2. TJX COS INC NEW   2023-09-22 2025-10-23
1. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-10-23
4. TEXAS INSTRS INC   2025-07-11 2025-10-23
1. UNITEDHEALTH GROUP INC   2022-01-21 2025-10-23
3. WAL MART STORES INC     2025-10-23
1. WASTE CONNECTIONS INC   2021-01-08 2025-10-23
7. WELLS FARGO & CO NEW     2025-10-23
1. EATON CORP PLC   2021-03-03 2025-10-23
1. LINDE PLC   2018-12-11 2025-10-23
1. TRANE TECHNOLOGIES PLC   2025-08-01 2025-10-23
3. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
19. CANADIAN PACIFIC KANSAS CITY     2025-11-03
17. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
1. MCDONALDS CORP   2024-12-17 2025-11-03
1. MCDONALDS CORP   2024-12-17 2025-11-03
1. MCDONALDS CORP   2024-05-17 2025-11-03
8. CANADIAN PACIFIC KANSAS CITY     2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
11. CONOCOPHILLIPS     2025-11-21
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
3. BROADCOM INC     2025-11-24
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-11-24
4. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
5. MONDELEZ INTERNATIONAL-W/I     2025-12-03
1. PEPSICO INC   2024-09-12 2025-12-03
4. PEPSICO INC     2025-12-03
2. SOUTHERN CO   2025-04-04 2025-12-03
5. SOUTHERN CO     2025-12-03
2. CONOCOPHILLIPS   2021-03-03 2025-12-24
6. CONOCOPHILLIPS   2021-03-03 2025-12-24
2. PROGRESSIVE CORP OHIO   2022-04-08 2025-12-24
4. CONOCOPHILLIPS     2025-12-26
3. CONOCOPHILLIPS     2025-12-26
2. PROGRESSIVE CORP OHIO     2025-12-26
3. EATON CORP PLC   2021-03-03 2026-01-08
1. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
1. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
3. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
5. PROGRESSIVE CORP OHIO     2026-01-15
5. PROGRESSIVE CORP OHIO   2022-06-30 2026-01-15
2. ABBVIE INC     2026-01-20
3. ALPHABET INC-CL C     2026-01-20
3. ALPHABET INC-CL C   2012-08-13 2026-01-20
8. AMAZON COM INC     2026-01-20
1. AMERICAN EXPRESS CO   2019-05-15 2026-01-20
2. AMPHENOL CORP NEW CL A   2025-11-24 2026-01-20
6. APPLE COMPUTER INC   2025-09-08 2026-01-20
2. APPLE COMPUTER INC   2024-04-12 2026-01-20
11. BANK OF AMERICA CORPORATION   2025-06-20 2026-01-20
175.339 BLACKSTONE ALT MULTI-STRAT-Y   2026-01-05 2026-01-20
4. BOSTON SCIENTIFIC CORP   2016-12-05 2026-01-20
1. BROADCOM INC   2025-09-11 2026-01-20
1. BROADCOM INC   2024-12-17 2026-01-20
9. CSX CORP     2026-01-20
1. COSTCO WHSL CORP NEW   2021-10-27 2026-01-20
3. DISNEY WALT CO   2024-11-21 2026-01-20
5. EQT CORPORATION     2026-01-20
1. ECOLAB INC   2025-10-17 2026-01-20
5. EXXON MOBIL CORP     2026-01-20
2. FACEBOOK INC-A     2026-01-20
32.165 FIDELITY INTL INDX   2024-01-19 2026-01-20
1. ARTHUR J GALLAGHER & CO   2021-04-29 2026-01-20
2. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2026-01-20
2. HOWMET AEROSPACE INC     2026-01-20
1. INTERCONTINENTALEXCHANGE GROUP, INC   2026-01-16 2026-01-20
113. JPMORGAN BETABUILDERS JAPAN ETF     2026-01-20
80. JPMORGAN BETABUILDERS CANADA   2018-08-13 2026-01-20
21. JPMORGAN BETABUILDERS DEVELO   2020-03-05 2026-01-20
3. JOHNSON & JOHNSON     2026-01-20
2. LOWES COS INC   2025-09-08 2026-01-20
1. MARTIN MARIETTA MATLS INC   2023-11-08 2026-01-20
2. MASTERCARD INC - CLASS A     2026-01-20
1. MCDONALDS CORP   2024-05-17 2026-01-20
6. MICROSOFT CORP   2002-08-08 2026-01-20
4. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2026-01-20
2. NEXTERA ENERGY INC   2025-10-10 2026-01-20
3. NEXTERA ENERGY INC   2024-09-12 2026-01-20
18. NVIDIA CORP     2026-01-20
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2026-01-20
2. PEPSICO INC     2026-01-20
1. S&P GLOBAL INC   2022-12-02 2026-01-20
3. SERVICENOW INC   2025-09-11 2026-01-20
425.975 SIX CIRCLES INTL UNCON EQ   2024-01-19 2026-01-20
263.284 SIX CIRCLES GLOBAL BOND   2022-11-16 2026-01-20
192.554 SIX CIRCLES MULTI-STRAT   2025-09-11 2026-01-20
85.91 SIX CIRCLES CREDIT OPPORT   2026-01-05 2026-01-20
39.986 SIX CIRCLES CREDIT OPPORT   2024-01-19 2026-01-20
5. SOUTHERN CO   2024-12-17 2026-01-20
2. TJX COS INC NEW     2026-01-20
2. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2026-01-20
3. TEXAS INSTRS INC   2025-05-22 2026-01-20
1. THERMO ELECTRON CORP   2024-01-29 2026-01-20
2. UNITEDHEALTH GROUP INC   2011-09-16 2026-01-20
38. VANGUARD TOTAL INTL BOND ETF   2025-10-22 2026-01-20
2. WAL MART STORES INC     2026-01-20
2. WASTE CONNECTIONS INC     2026-01-20
8. WELLS FARGO & CO NEW   2021-02-19 2026-01-20
1. EATON CORP PLC   2021-02-22 2026-01-20
1. LINDE PLC   2018-12-11 2026-01-20
1. TRANE TECHNOLOGIES PLC   2025-08-01 2026-01-20
1. SERVICENOW INC   2025-09-11 2026-01-29
1. SERVICENOW INC   2025-09-11 2026-01-29
3. SERVICENOW INC   2025-09-08 2026-01-29
2. WASTE CONNECTIONS INC     2026-01-29
4. MONDELEZ INTERNATIONAL-W/I     2026-01-30
3. MONDELEZ INTERNATIONAL-W/I   2011-09-09 2026-01-30
5. MONDELEZ INTERNATIONAL-W/I   2011-09-09 2026-01-30
17. MONDELEZ INTERNATIONAL-W/I     2026-01-30
833.233 VANGUARD TTL INTL BND-ADM     2026-01-30
480. VANGUARD TOTAL INTL BOND ETF     2026-01-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 948   785 163
b 438   447 -9
c 218   117 101
d 848   907 -59
e 212   227 -15
857   151 706
427   75 352
426   75 351
214   37 177
427   75 352
1,775   1,727 48
712   706 6
2,116   1,359 757
1,035   594 441
604   544 60
852   895 -43
960   1,002 -42
1,056   113 943
206   94 112
199   94 105
1,598   742 856
396   185 211
199   93 106
192   93 99
7,392   6,066 1,326
21,972   18,070 3,902
3,151   2,558 593
9,057   9,157 -100
980   1,053 -73
1,143   879 264
1,063   727 336
1,019   1,016 3
1,099   953 146
166   125 41
2,330   1,745 585
3,584   2,121 1,463
757   883 -126
1,060   679 381
1,601   2,216 -615
341   395 -54
618   738 -120
175   208 -33
438   519 -81
267   311 -44
977   1,137 -160
89   100 -11
534   597 -63
619   696 -77
5,567   1,707 3,860
325   129 196
432   105 327
638   639 -1
455   384 71
754   913 -159
502   609 -107
473   161 312
473   161 312
326   62 264
333   369 -36
1,000   1,185 -185
328   194 134
81   48 33
81   48 33
893   532 361
8,734   9,633 -899
491   609 -118
739   904 -165
2,197   2,084 113
16,221   15,111 1,110
472   526 -54
936   744 192
1,228   1,355 -127
983   1,006 -23
1,683   837 846
1,092   1,056 36
156   76 80
330   380 -50
992   1,141 -149
331   380 -49
31,997   31,095 902
36,659   35,704 955
684   256 428
1,525   108 1,417
661   608 53
1,101   838 263
704   236 468
2,074   1,914 160
617   547 70
516   103 413
691   727 -36
331   309 22
152   163 -11
228   245 -17
270   163 107
337   346 -9
549   552 -3
579   557 22
2,215   685 1,530
282   150 132
271   127 144
392   368 24
672   699 -27
577   571 6
483   544 -61
625   451 174
574   559 15
615   593 22
522   360 162
523   360 163
1,568   71 1,497
184   215 -31
793   290 503
413   418 -5
1,275   677 598
1,639   214 1,425
364   48 316
137   145 -8
305   353 -48
441   238 203
580   549 31
380   296 84
286   179 107
293   209 84
685   880 -195
358   463 -105
319   301 18
178   105 73
590   265 325
367   137 230
450   161 289
411   436 -25
212   245 -33
1,343   1,334 9
1,199   1,172 27
296   297 -1
296   297 -1
296   272 24
564   540 24
70   67 3
962   592 370
606   451 155
1,122   1,089 33
990   663 327
224   287 -63
279   209 70
149   175 -26
593   690 -97
177   183 -6
437   424 13
185   107 78
554   322 232
455   237 218
365   214 151
276   159 117
454   236 218
953   412 541
207   117 90
203   117 86
611   352 259
1,030   584 446
1,018   580 438
427   161 266
982   998 -16
982   49 933
1,870   745 1,125
358   118 240
305   276 29
1,505   1,436 69
502   353 149
581   501 80
1,916   1,918 -2
358   83 275
336   362 -26
336   238 98
321   323 -2
969   488 481
333   346 -13
258   286 -28
274   276 -2
654   554 100
1,215   401 814
1,997   1,492 505
257   141 116
590   254 336
441   367 74
172   175 -3
7,712   5,393 2,319
7,541   3,932 3,609
1,210   988 222
653   560 93
539   544 -5
636   451 185
1,065   667 398
305   272 33
2,725   142 2,583
742   82 660
168   167 1
251   251  
3,237   417 2,820
341   290 51
293   194 99
535   360 175
382   564 -182
6,045   4,477 1,568
2,217   2,281 -64
1,968   1,999 -31
780   780  
363   350 13
444   416 28
313   169 144
662   419 243
574   545 29
619   554 65
676   100 576
1,838   1,897 -59
236   197 39
330   155 175
702   301 401
342   131 211
433   161 272
386   436 -50
118   188 -70
115   188 -73
343   564 -221
334   101 233
231   88 143
175   66 109
292   109 183
992   370 622
16,198   16,828 -630
23,305   23,911 -606
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
      17,900
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       163
b       -9
c       101
d       -59
e       -15
      706
      352
      351
      177
      352
      48
      6
      757
      441
      60
      -43
      -42
      943
      112
      105
      856
      211
      106
      99
      1,326
      3,902
      593
      -100
      -73
      264
      336
      3
      146
      41
      585
      1,463
      -126
      381
      -615
      -54
      -120
      -33
      -81
      -44
      -160
      -11
      -63
      -77
      3,860
      196
      327
      -1
      71
      -159
      -107
      312
      312
      264
      -36
      -185
      134
      33
      33
      361
      -899
      -118
      -165
      113
      1,110
      -54
      192
      -127
      -23
      846
      36
      80
      -50
      -149
      -49
      902
      955
      428
      1,417
      53
      263
      468
      160
      70
      413
      -36
      22
      -11
      -17
      107
      -9
      -3
      22
      1,530
      132
      144
      24
      -27
      6
      -61
      174
      15
      22
      162
      163
      1,497
      -31
      503
      -5
      598
      1,425
      316
      -8
      -48
      203
      31
      84
      107
      84
      -195
      -105
      18
      73
      325
      230
      289
      -25
      -33
      9
      27
      -1
      -1
      24
      24
      3
      370
      155
      33
      327
      -63
      70
      -26
      -97
      -6
      13
      78
      232
      218
      151
      117
      218
      541
      90
      86
      259
      446
      438
      266
      -16
      933
      1,125
      240
      29
      69
      149
      80
      -2
      275
      -26
      98
      -2
      481
      -13
      -28
      -2
      100
      814
      505
      116
      336
      74
      -3
      2,319
      3,609
      222
      93
      -5
      185
      398
      33
      2,583
      660
      1
       
      2,820
      51
      99
      175
      -182
      1,568
      -64
      -31
       
      13
      28
      144
      243
      29
      65
      576
      -59
      39
      175
      401
      211
      272
      -50
      -70
      -73
      -221
      233
      143
      109
      183
      622
      -630
      -606
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 75,784
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,548
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 1,548
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 1,548
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
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....... 9 548
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofJPMORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN IL1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA CO-TRUSTEE
2 		29,412    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
MARILYN ELIAS CO-TRUSTEE
2 		3,063    
32 STURBRIDGE LANE
TRUMBULL,CT066111023
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,858,268
b
Average of monthly cash balances.......................
1b
17,949
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,876,217
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,876,217
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,143
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,848,074
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
92,404
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
92,404
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,548
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,548
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
90,856
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
90,856
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
90,856
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
85,178
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
85,178
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 90,856
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 68,320
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 85,178
a Applied to 2024, but not more than line 2a 68,320
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..... 16,858
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 .......... 		73,998
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BIDEAWEE INC

3300 BELTAGH AVENUE
WANTAGH,NY11793 		NONE   GENERAL 35,000

NORTH SHORE ANIMAL LEAGUE AMERICA

16 LEWYT STREET
PORT WASHINGTON,NY11050 		NONE   GENERAL 35,000
Total ................................. 3a 70,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 53,196  
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 75,784  
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) ..   128,980  
13Total. Add line 12, columns (b), (d), and (e)..................
13
128,980
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE MAX MALIE DR LEONARD AND BERNICE LAUB
EIN:
52-7091387
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN    
54401E143 LORD ABBETT SHRT DUR 41,225 39,571
83002G702 SIX CIRCLES GLOBAL B 75,386 78,530
83002G884 SIX CIRCLES CREDIT O 37,213 39,226
92206C771 VANGUARD MORTGAGE-BA 19,282 19,746
92206C870 VANGUARD INT-TERM CO 21,027 22,247
92203J407 VANGUARD TOTAL INTL 40,005 39,633
46429B267 ISHARES US TREASURY 19,980 19,741
921937835 VANGUARD TOTAL BOND 19,408 19,745

TY 2025 InvestmentsCorpStockSchedule
Name:
THE MAX MALIE DR LEONARD AND BERNICE LAUB
EIN:
52-7091387
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 825 3,741
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 291 4,149
548661107 LOWE'S COS INC 3,291 5,875
594918104 MICROSOFT CORP 1,139 23,236
609207105 MONDELEZ INTERNATION 43 117
617446448 MORGAN STANLEY 822 7,312
655844108 NORFOLK SOUTHERN COR    
713448108 PEPSICO INC 1,600 2,612
882508104 TEXAS INSTRUMENTS IN 2,080 6,467
949746101 WELLS FARGO & CO 2,242 6,425
02079K107 ALPHABET INC-CL C 814 18,619
30303M102 META PLATFORMS INC-C 2,282 16,480
57636Q104 MASTERCARD INC - A 584 8,621
65339F101 NEXTERA ENERGY INC 2,287 4,307
78462F103 STATE STREET SPDR S& 16,320 98,260
91324P102 UNITEDHEALTH GROUP I 601 4,591
94106B101 WASTE CONNECTIONS IN 603 2,011
037833100 APPLE INC 1,578 19,720
060505104 BANK OF AMERICA CORP 1,687 6,012
67066G104 NVIDIA CORP 1,576 33,065
315911750 FIDELITY 500 INDEX F 246,720 407,031
337738108 FISERV INC    
75886F107 REGENERON PHARMACEUT    
83002G306 SIX CIRCLES US UNCON 175,188 285,629
83002G405 SIX CIRCLES INTL UNC 113,599 179,147
00287Y109 ABBVIE INC 2,037 6,244
023135106 AMAZON.COM INC 1,386 18,187
025816109 AMERICAN EXPRESS CO 1,365 4,578
580135101 MCDONALD'S CORP 3,133 4,410
883556102 THERMO FISHER SCIENT 2,832 4,050
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 1,615 5,002
461202103 INTUIT INC 2,738 1,996
N07059210 ASML HOLDING NV-NY R 585 2,846
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 976 1,881
363576109 ARTHUR J GALLAGHER & 1,681 2,992
43300A203 HILTON WORLDWIDE HOL 1,516 3,582
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 34,206 36,978
46641Q217 JPMORGAN BETABUILDER 37,799 59,074
46641Q225 JPMORGAN BETABUILDER 20,285 38,680
46641Q233 JPMORGAN BETABUILDER 23,841 30,603
679580100 OLD DOMINION FREIGHT 1,675 2,078
G29183103 EATON CORP PLC 1,292 3,514
30231G102 EXXON MOBIL CORP 2,937 6,929
743315103 PROGRESSIVE CORP    
78409V104 S&P GLOBAL INC 2,142 3,167
315911727 FIDELITY INTL INDX 43,418 59,738
573284106 MARTIN MARIETTA MATE 2,042 3,260
842587107 THE SOUTHERN COMPANY 4,124 4,823
863667101 STRYKER CORP 2,659 3,326
872540109 TJX COMPANIES INC 1,517 2,846
G54950103 LINDE PLC 1,431 4,113
11135F101 BROADCOM INC 6,150 8,614
127387108 CADENCE DESIGN SYS I 2,145 2,075
254687106 WALT DISNEY CO/THE 4,423 4,399
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
931142103 WALMART INC 2,532 3,098
032095101 AMPHENOL CORP-CL A 3,933 4,034
126408103 CSX CORP 3,221 3,398
26884L109 EQT CORP 2,844 2,944
278865100 ECOLAB INC 3,612 3,948
29364G103 ENTERGY CORP 1,877 1,918
443201108 HOWMET AEROSPACE INC 3,376 4,578
45866F104 INTERCONTINENTAL EXC 2,426 2,433
478160104 JOHNSON & JOHNSON 5,204 7,272
81762P102 SERVICENOW INC 2,241 1,404
874039100 TAIWAN SEMICONDUCTOR 2,585 4,297
G8994E103 TRANE TECHNOLOGIES P 4,638 5,047

TY 2025 InvestmentsOtherSchedule2
Name:
THE MAX MALIE DR LEONARD AND BERNICE LAUB
EIN:
52-7091387
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
64128R608 NEUBERGER BERM LNG S AT COST 26,919 29,632
09257V508 BLACKSTONE ALT MULTI AT COST 27,998 29,371
72201U638 PIMCO MRTG OPP & BND AT COST 9,563 9,651
83002G876 SIX CIRCLES MULTI-ST AT COST 78,539 78,943
09258N703 BR GLOB EQ MARK NEUT AT COST 9,897 9,897

TY 2025 OtherDecreasesSchedule
Name:
THE MAX MALIE DR LEONARD AND BERNICE LAUB
EIN:
52-7091387
Description Amount
ROUNDING 4


TY 2025 OtherExpensesSchedule
Name:
THE MAX MALIE DR LEONARD AND BERNICE LAUB
EIN:
52-7091387
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2025 TaxesSchedule
Name:
THE MAX MALIE DR LEONARD AND BERNICE LAUB
EIN:
52-7091387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 43 43   0
FEDERAL TAX PAYMENT - PRIOR YE 727 0   0
FEDERAL ESTIMATES - INCOME 1,000 0   0