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 05 - 01 2025, and ending 04 - 30, 20 26
Name of foundation
BOLLT T & M FAMILY FOUNDATION-TR
 
Number and street (or P.O. box number if mail is not delivered to street address) 100 FEDERAL ST 31ST FLOOR
  Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
02110
A Employer identification number

65-6113538
B Telephone number (see instructions)

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)$2,239,480J 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... 35,092 34,829  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,335
b Gross sales price for all assets on line 6a 563,326
7 Capital gain net income (from Part IV, line 2)... 198,335
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........ 233,427 233,164  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,932 8,199   2,733
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
1,936 436   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
12 12   12
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,880 8,647 0 2,745
25 Contributions, gifts, grants paid....... 115,000 115,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 127,880 8,647 0 117,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,547
b Net investment income (if negative, enter -0-) 224,517
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.............      
2 Savings and temporary cash investments......... 89,527 115,798 115,798
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)....... 1,226,686 Click to see attachment
List of Attached Documents:
// Content
1,305,695 		2,123,682
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,316,213 1,421,493 2,239,480
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........ 1,316,213 1,421,493
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)..... 1,316,213 1,421,493
30 Total liabilities and net assets/fund balances (see instructions). 1,316,213 1,421,493
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
1,316,213
2
Enter amount from Part I, line 27a .....................
2
105,547
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,421,760
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
267
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,421,493
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 23. VISA INC-CLASS A SHARES     2025-05-02
b 24. UNITEDHEALTH GROUP INC     2025-05-15
c 10. ABBOTT LABORATORIES COM   2020-03-02 2025-06-12
d 5. ADOBE SYSTEMS INC   2024-09-20 2025-06-12
e 1. ADOBE SYSTEMS INC   2024-05-10 2025-06-12
47. ALPHABET INC-CL C   2013-09-11 2025-06-12
47. AMAZON.COM     2025-06-12
4. AMERICAN TOWER CORPORATION   2016-09-28 2025-06-12
5. ANALOG DEVICES INC     2025-06-12
5. ELEVANCE HEALTH INC   2024-11-05 2025-06-12
34. APPLE INC COM     2025-06-12
37. ASTRAZENECA PLC-SPONS ADR   2023-12-15 2025-06-12
3. AUTOMATIC DATA PROCESSING, INC.   2013-09-11 2025-06-12
16. BLACKSTONE INC     2025-06-12
2. BLACKROCK INC   2013-09-11 2025-06-12
9. BROADCOM INC COM   2025-01-27 2025-06-12
5. CME GROUP INC   2023-10-10 2025-06-12
7. CHENIERE ENERGY INC   2023-05-23 2025-06-12
8. CHEVRON TEXACO CORP   2018-08-27 2025-06-12
30. CISCO SYSTEMS INC   2013-01-17 2025-06-12
13. COSTAR GROUP INC   2025-02-04 2025-06-12
11. DANAHER CORP COM     2025-06-12
19. WALT DISNEY COMPANY   2021-11-04 2025-06-12
23. EXXON MOBIL CORP   2021-03-17 2025-06-12
4. META PLATFORMS INC-CLASS A   2024-02-08 2025-06-12
19. FIDELITY NATIONAL INFO SERV   2024-02-27 2025-06-12
13. FISERV INC   2013-09-11 2025-06-12
3. HOME DEPOT INC.   2014-02-05 2025-06-12
2. IDEXX LABS INC   2025-04-10 2025-06-12
15. INTERCONTINENTAL EXCHANGE IN   2023-03-02 2025-06-12
9. IQVIA HOLDINGS INC   2022-04-01 2025-06-12
10. J.P. MORGAN CHASE & CO.   2009-02-06 2025-06-12
4. MARTIN MARIETTA MATERIALS   2021-05-26 2025-06-12
7. MC DONALDS CORP   2024-02-08 2025-06-12
28. MICROSOFT CORP   2013-09-11 2025-06-12
17. MONDELEZ INTERNATIONAL INC-A   2022-09-16 2025-06-12
35. MONSTER BEVERAGE CORP     2025-06-12
37. NEXTERA ENERGY INC     2025-06-12
67. NVIDIA CORP     2025-06-12
12. O'REILLY AUTOMOTIVE INC   2024-06-11 2025-06-12
10. OTIS WORLDWIDE CORP     2025-06-12
7. PNC BANK CORP.   2020-11-16 2025-06-12
9. PEPSICO INC.   2023-12-15 2025-06-12
12. PROLOGIS INC COM   2024-11-13 2025-06-12
15. QUALCOMM INC     2025-06-12
22. RTX CORP     2025-06-12
3. ROPER TECHNOLOGIES INC     2025-06-12
3. S&P GLOBAL INC   2020-12-04 2025-06-12
11. SALESFORCE INC   2024-06-11 2025-06-12
3. STRYKER CORP   2022-07-28 2025-06-12
13. TJX COMPANIES INC. NEW   2022-09-30 2025-06-12
2. T-MOBILE US INC   2018-05-14 2025-06-12
3. THERMO ELECTRON CORP COM   2015-07-14 2025-06-12
9. UNION PACIFIC CORP   2023-05-23 2025-06-12
5. UNITEDHEALTH GROUP INC   2013-09-11 2025-06-12
25. VICI PROPERTIES INC     2025-06-12
11. VISA INC-CLASS A SHARES     2025-06-12
10. WORKDAY INC-CLASS A   2025-03-17 2025-06-12
3. ZOETIS INC   2018-12-18 2025-06-12
5. EATON CORP PLC   2025-03-07 2025-06-12
2. FLUTTER ENTERTAINMENT PLC-DI   2025-05-05 2025-06-12
4. LINDE PLC   2013-09-11 2025-06-12
15. TE CONNECTIVITY PLC     2025-06-12
2. ASML HOLDING NV-NY REG SHS   2025-05-30 2025-06-12
56. WALT DISNEY COMPANY     2025-06-20
10. ADOBE SYSTEMS INC     2025-07-16
38. ALPHABET INC-CL A     2025-07-16
4. ADOBE SYSTEMS INC   2024-05-10 2025-07-17
39. ELEVANCE HEALTH INC     2025-07-25
152. CISCO SYSTEMS INC     2025-07-29
1. CISCO SYSTEMS INC   2013-01-30 2025-07-29
2. MARTIN MARIETTA MATERIALS     2025-08-06
3. MARTIN MARIETTA MATERIALS   2021-06-23 2025-08-06
7. MARTIN MARIETTA MATERIALS     2025-08-06
1. MARTIN MARIETTA MATERIALS   2021-06-23 2025-08-06
14. TE CONNECTIVITY PLC     2025-08-06
45. CISCO SYSTEMS INC   2013-01-30 2025-08-15
32. CISCO SYSTEMS INC   2013-01-30 2025-08-15
37. CISCO SYSTEMS INC   2013-01-30 2025-08-15
64. PEPSICO INC.     2025-09-16
28. PEPSICO INC.   2001-12-25 2025-09-16
45. SALESFORCE INC     2025-09-16
30. ALPHABET INC-CL A   2020-09-11 2025-10-02
69. CHEVRON TEXACO CORP     2025-10-02
1. CHEVRON TEXACO CORP   2017-10-31 2025-10-02
38. WORKDAY INC-CLASS A     2025-10-02
41. QUALCOMM INC   2024-08-07 2025-10-06
26. AMAZON.COM   2014-04-30 2025-10-20
29. RTX CORP     2025-10-20
6. RTX CORP   2018-12-20 2025-10-20
9. RTX CORP   2018-12-20 2025-10-20
3. RTX CORP   2018-12-20 2025-10-20
2. RTX CORP   2018-12-20 2025-10-20
2. TE CONNECTIVITY PLC   2021-07-22 2025-10-20
25. TE CONNECTIVITY PLC     2025-10-20
2. TE CONNECTIVITY PLC     2025-10-20
18. FISERV INC   2013-09-11 2025-10-29
46. FISERV INC   2013-09-11 2025-10-29
9. FISERV INC   2013-09-11 2025-10-29
37. FISERV INC   2013-09-11 2025-10-29
5810.274 JH SMALL CAP CORE-I     2025-11-13
1. WORKDAY INC-CLASS A   2024-10-22 2025-12-17
34. WORKDAY INC-CLASS A     2025-12-17
6. WORKDAY INC-CLASS A   2024-10-23 2025-12-17
58. MONSTER BEVERAGE CORP     2026-01-12
13. ALPHABET INC-CL C   2013-09-11 2026-01-23
20. AMAZON.COM   2014-04-30 2026-01-23
31. ADOBE SYSTEMS INC     2026-01-28
14. THERMO ELECTRON CORP COM     2026-01-28
31. AMAZON.COM   2014-04-30 2026-02-02
31. EXXON MOBIL CORP     2026-02-02
45. INTERCONTINENTAL EXCHANGE IN     2026-02-11
24. INTUIT     2026-02-11
14. COSTAR GROUP INC   2025-02-04 2026-02-12
24. COSTAR GROUP INC   2025-02-03 2026-02-12
23. COSTAR GROUP INC     2026-02-12
28. COSTAR GROUP INC     2026-02-12
.5 ASTRAZENECA PLC   2023-12-15 2026-02-18
2. CHENIERE ENERGY INC   2023-05-23 2026-02-23
4. CHENIERE ENERGY INC   2025-02-26 2026-02-23
18. CHENIERE ENERGY INC   2023-05-23 2026-02-23
6. CHENIERE ENERGY INC   2025-02-26 2026-02-23
11. FLUTTER ENTERTAINMENT PLC-DI   2025-10-20 2026-02-27
34. FLUTTER ENTERTAINMENT PLC-DI     2026-02-27
20. MICROSOFT CORP   2013-09-11 2026-03-23
81. NEXTERA ENERGY INC   2025-02-10 2026-03-23
23. RTX CORP   2025-01-31 2026-03-23
24. ALPHABET INC-CL C   2013-09-11 2026-03-30
18. QUALCOMM INC   2017-06-20 2026-04-23
58. QUALCOMM INC     2026-04-23
15. QUALCOMM INC     2026-04-23
38. ASTRAZENECA PLC     2026-04-27
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 7,989   1,823 6,166
b 6,343   6,268 75
c 1,364   789 575
d 2,073   2,606 -533
e 415   484 -69
8,335   1,045 7,290
10,013   728 9,285
860   449 411
1,165   428 737
1,915   2,091 -176
6,753   6,301 452
2,784   2,400 384
927   193 734
2,252   696 1,556
1,982   525 1,457
2,315   1,811 504
1,345   1,086 259
1,632   1,015 617
1,156   960 196
1,949   631 1,318
1,080   1,009 71
2,256   2,374 -118
2,257   3,219 -962
2,518   1,642 876
2,775   1,872 903
1,531   1,276 255
2,174   329 1,845
1,087   226 861
1,050   762 288
2,675   1,530 1,145
1,437   2,151 -714
2,679   273 2,406
2,200   1,459 741
2,109   2,027 82
13,382   920 12,462
1,147   1,023 124
2,216   1,809 407
2,717   2,274 443
9,697   6,134 3,563
1,081   798 283
961   547 414
1,244   880 364
1,180   1,505 -325
1,301   1,396 -95
2,376   852 1,524
3,106   1,558 1,548
1,713   1,053 660
1,521   1,014 507
2,957   2,644 313
1,141   659 482
1,622   816 806
457   113 344
1,248   410 838
2,018   1,776 242
1,567   373 1,194
811   779 32
4,112   870 3,242
2,532   2,500 32
503   256 247
1,643   1,382 261
539   499 40
1,884   654 1,230
2,486   2,155 331
1,570   1,484 86
6,574   8,484 -1,910
3,618   4,828 -1,210
6,952   3,895 3,057
1,445   1,928 -483
11,311   15,920 -4,609
10,336   3,193 7,143
68   21 47
1,197   716 481
1,812   1,053 759
4,191   2,440 1,751
604   347 257
2,797   2,005 792
2,989   925 2,064
2,115   658 1,457
2,439   761 1,678
8,987   5,111 3,876
3,920   1,342 2,578
10,771   9,082 1,689
7,352   2,264 5,088
10,589   7,997 2,592
154   115 39
8,838   9,479 -641
6,931   6,433 498
5,614   393 5,221
4,675   1,960 2,715
967   405 562
1,446   608 838
484   203 281
322   135 187
453   276 177
5,653   3,397 2,256
452   270 182
1,356   456 900
3,427   1,164 2,263
658   228 430
2,754   936 1,818
92,790   89,099 3,691
218   246 -28
7,395   8,353 -958
1,302   1,471 -169
4,491   2,991 1,500
4,309   289 4,020
4,763   302 4,461
9,279   3,724 5,555
8,531   1,820 6,711
7,558   469 7,089
4,300   2,153 2,147
6,879   4,502 2,377
9,613   16,153 -6,540
629   1,087 -458
1,064   1,847 -783
1,017   1,766 -749
1,331   2,146 -815
105   65 40
447   290 157
895   870 25
4,026   2,609 1,417
1,343   1,305 38
1,141   2,761 -1,620
3,542   8,483 -4,941
7,663   657 7,006
7,315   5,605 1,710
4,499   2,971 1,528
6,552   534 6,018
2,421   1,007 1,414
7,800   3,236 4,564
2,016   782 1,234
7,193   4,359 2,834
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
      34,521
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       6,166
b       75
c       575
d       -533
e       -69
      7,290
      9,285
      411
      737
      -176
      452
      384
      734
      1,556
      1,457
      504
      259
      617
      196
      1,318
      71
      -118
      -962
      876
      903
      255
      1,845
      861
      288
      1,145
      -714
      2,406
      741
      82
      12,462
      124
      407
      443
      3,563
      283
      414
      364
      -325
      -95
      1,524
      1,548
      660
      507
      313
      482
      806
      344
      838
      242
      1,194
      32
      3,242
      32
      247
      261
      40
      1,230
      331
      86
      -1,910
      -1,210
      3,057
      -483
      -4,609
      7,143
      47
      481
      759
      1,751
      257
      792
      2,064
      1,457
      1,678
      3,876
      2,578
      1,689
      5,088
      2,592
      39
      -641
      498
      5,221
      2,715
      562
      838
      281
      187
      177
      2,256
      182
      900
      2,263
      430
      1,818
      3,691
      -28
      -958
      -169
      1,500
      4,020
      4,461
      5,555
      6,711
      7,089
      2,147
      2,377
      -6,540
      -458
      -783
      -749
      -815
      40
      157
      25
      1,417
      38
      -1,620
      -4,941
      7,006
      1,710
      1,528
      6,018
      1,414
      4,564
      1,234
      2,834
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 198,335
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 3,121
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 3,121
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 3,121
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,652
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,652
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,526
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,526 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)
FL
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 ofCIBC NATIONAL TRUST COMPANY Telephone no. (404) 881-3405

Located at3290 NORTHSIDE PARKWAY 7TH FLATLANTAGA ZIP+430327
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)
 
No
(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
 
 
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
CIBC NATIONAL TRUST COMPANY Trustee
1 		10,932    
3290 NORTHSIDE PARKWAY 7TH FL
Atlanta,GA30327
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
2,107,363
b
Average of monthly cash balances.......................
1b
151,506
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,258,869
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
2,258,869
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,883
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,224,986
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
111,249
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
111,249
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,121
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,121
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
108,128
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
108,128
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
108,128
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
117,745
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
117,745
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 7 108,128
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 98,724
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: $ 117,745
a Applied to 2024, but not more than line 2a 98,724
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..... 19,021
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 .......... 		89,107
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

ANTI DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE   JEWISH COMMUNITY SUPPORT 14,000

MAZON A JEWISH RESPONSE TO HUNGER

PO BOX 96119
Washington,DC20090 		NONE   GENERAL OPERATING PURPOSE 6,000

HARRY CHAPIN FOOD BANK

3760 FOWLER STREET
FORT MYERS,FL33901 		NONE   GENERAL SUPPORT 10,000

JEWISH FEDERATION OF COLLIER COUNTY

2500 VANDERBILT BEACH RD 2201
NAPLES,FL34109 		NONE   JEWISH COMMUNITY SUPPORT 7,000

JEWISH WAR VETERANS

1811 R ST NW
WASHINGTON,DC20009 		NONE   JEWSIH VETERAN SUPPORT 6,000

MOFFITT CANCER CENTER FOUNDATION

PO BOX 23827
TAMPA,FL33623 		NONE   CANCER RESEARCH 6,000

THE SHELTER FOR ABUSED WOMEN

PO BOX 10102
Naples,FL34101 		NONE   GENERAL SUPPORT 9,000

TEMPLE BETH EL

1351 S 14TH AVENUE
Hollywood,FL33020 		NONE   JEWISH COMMUNITY SUPPORT 6,000

TEMPLE SHALOM

4630 PINE RIDGE ROAD
NAPLES,FL34119 		NONE   JEWISH COMMUNITY SUPPORT 7,000

UNITED JEWISH COMMUNITY FEDERATION
Wall Street Station
PO BOX 157
NEW YORK,NY10268 		NONE   JEWISH COMMUNITY SUPPORT 7,000

WOUNDED WARRIOR PROJECT

PO BOX 758517
Topeka,KS66675 		NONE   SUPPORT WOUNDED VETERANS 5,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BOULEVARD
Staten Island,NY10306 		NONE   GENERAL SUPPORT 5,000

American Friends of Magen David Adom

20 WEST 36TH STREET
New York,NY100189784 		NONE   GENERAL SUPPORT 10,000

American Friends of Leket Israel

PO BOX 2090
Teaneck,NJ076661490 		NONE   GENERAL SUPPORT 6,000

MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO BOX 4777
New York,NY10163 		NONE   GENERAL PURPOSE 11,000
Total ................................. 3a 115,000
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 35,092  
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 ............ 		    18 198,335  
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) ..   233,427  
13Total. Add line 12, columns (b), (d), and (e)..................
13
233,427
(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 InvestmentsCorpStockSchedule
Name:
BOLLT T & M FAMILY FOUNDATION-TR
EIN:
65-6113538
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES 7,609 8,807
00724F101 ADOBE INC    
02079K107 ALPHABET INC-CL C 2,602 44,687
02079K305 ALPHABET INC-CL A 7,276 80,423
023135106 AMAZON.COM INC 5,078 89,060
032654105 ANALOG DEVICES INC 4,414 21,722
037833100 APPLE INC 16,684 88,189
046353108 ASTRAZENECA PLC-SPON    
053015103 AUTOMATIC DATA PROCE 15,182 18,015
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 8,436 20,218
12572Q105 CME GROUP INC 11,740 16,694
16411R208 CHENIERE ENERGY INC 5,656 7,149
166764100 CHEVRON CORP    
17275R102 CISCO SYSTEMS INC    
235851102 DANAHER CORP 9,788 17,358
254687106 WALT DISNEY CO/THE 13,422 12,139
30303M102 META PLATFORMS INC-C 40,645 40,386
31620M106 FIDELITY NATIONAL IN 9,220 8,282
337738108 FISERV INC    
437076102 HOME DEPOT INC 6,460 14,796
45866F104 INTERCONTINENTAL EXC 5,654 13,596
46266C105 IQVIA HOLDINGS INC 17,551 12,511
46625H100 JPMORGAN CHASE & CO 2,034 28,504
573284106 MARTIN MARIETTA MATE 10,448 15,477
580135101 MCDONALD'S CORP 16,012 16,735
594918104 MICROSOFT CORP 7,425 92,158
609207105 MONDELEZ INTERNATION 15,837 16,957
65339F101 NEXTERA ENERGY INC 8,091 19,184
67066G104 NVIDIA CORP 27,441 119,742
68902V107 OTIS WORLDWIDE CORP 10,417 12,539
693475105 PNC FINANCIAL SERVIC 8,673 15,387
713448108 PEPSICO INC    
747525103 QUALCOMM INC    
75513E101 RTX CORP 9,043 21,657
776696106 ROPER TECHNOLOGIES I 7,950 9,935
78409V104 S&P GLOBAL INC 9,070 12,074
79466L302 SALESFORCE INC 7,208 10,062
863667101 STRYKER CORP 6,107 10,084
872540109 TJX COMPANIES INC 4,243 19,751
872590104 T-MOBILE US INC 6,473 9,189
883556102 THERMO FISHER SCIENT 9,099 14,369
907818108 UNION PACIFIC CORP 10,427 25,331
91324P102 UNITEDHEALTH GROUP I 3,732 18,524
92826C839 VISA INC-CLASS A SHA 6,250 40,900
98978V103 ZOETIS INC 11,118 10,577
G54950103 LINDE PLC 10,177 24,055
AMERICAN TOWER CORP    
AMG TIMESSQUARE MID CAP GROWTH    
BROADCOM INC    
COSTAR GROUP INC    
EATON CORP PLC    
ELEVANCE HEALTH INC    
EXXON MOBIL CORP    
IDEXX LABORATORIES INC    
JOHN HANCOCK SMALL CAP CORE FU    
MONSTER BEVERAGE CORP    
O'REILLY AUTOMOTIVE INC    
PROLOGIS INC    
VICI PROPERTIES INC    
WALT DISNEY CO/THE    
WORKDAY INC    
LINDE PLC    
MFS INSTITUTIONAL TRUST-MFS IN    
TE CONNECTIVITY PLC    
007903107 ADVANCED MICRO DEVIC 10,229 17,370
040413205 ARISTA NETWORKS INC 7,641 8,808
363576109 ARTHUR J GALLAGHER & 6,687 6,398
03027X100 AMERICAN TOWER CORP 4,124 7,126
030420103 AMERICAN WATER WORKS 6,771 6,421
00170K745 AMG TIMESSQUARE MID 359,201 332,607
09290D101 BLACKROCK INC 3,415 13,853
097023105 BOEING CO/THE 6,771 7,787
11135F101 BROADCOM INC 26,602 40,908
149123101 CATERPILLAR INC 11,218 13,352
252131107 DEXCOM INC 15,981 12,922
G29183103 EATON CORP PLC 15,597 21,651
532457108 ELI LILLY & CO 10,663 12,150
165167735 EXPAND ENERGY CORPOR 16,759 16,140
30231G102 EXXON MOBIL CORP 10,760 25,619
45168D104 IDEXX LABORATORIES I 6,096 8,973
512807306 LAM RESEARCH CORP 10,491 11,604
526107107 LENNOX INTERNATIONAL 7,254 7,488
595112103 MICRON TECHNOLOGY IN 9,214 9,826
61174X109 MONSTER BEVERAGE COR 10,178 15,260
67103H107 O'REILLY AUTOMOTIVE 6,154 9,244
743315103 PROGRESSIVE CORP/THE 10,632 8,856
74340W103 PROLOGIS INC 13,123 17,042
88160R101 TESLA INC 14,859 12,594
925652109 VICI PROPERTIES INC 7,618 7,388
N07059210 ASML HOLDING NV 13,155 24,463
G0593M107 ASTRAZENECA PLC 13,587 23,796
552966806 MFS INSTITUTIONAL TR 154,554 212,953
G87052109 TE CONNECTIVITY PLC 11,669 19,261
277923728 EATON VANCE GLOBAL M 110,000 114,599

TY 2025 OtherDecreasesSchedule
Name:
BOLLT T & M FAMILY FOUNDATION-TR
EIN:
65-6113538
Description Amount
RETURN OF CAPITAL 263
ROUNDING 4


TY 2025 OtherExpensesSchedule
Name:
BOLLT T & M FAMILY FOUNDATION-TR
EIN:
65-6113538
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 12 12   12


TY 2025 TaxesSchedule
Name:
BOLLT T & M FAMILY FOUNDATION-TR
EIN:
65-6113538
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 13 13   0
FEDERAL ESTIMATES - PRINCIPAL 1,500 0   0
FOREIGN TAXES ON QUALIFIED FOR 227 227   0
FOREIGN TAXES ON NONQUALIFIED 196 196   0