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
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
 
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

20-6016598
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)$1,926,767J 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... 43,165 43,165  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,642
b Gross sales price for all assets on line 6a 239,205
7 Capital gain net income (from Part IV, line 2)... 73,642
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........ 116,807 116,807  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,979 15,873   10,106
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).... Click to see attachment
List of Attached Documents:
// Content
2,500 2,500   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,450 45   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,929 18,418 0 10,106
25 Contributions, gifts, grants paid....... 76,452 76,452
26 Total expenses and disbursements. Add lines 24 and 25 ................ 106,381 18,418 0 86,558
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,426
b Net investment income (if negative, enter -0-) 98,389
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............. 5,811 3,858 3,858
2 Savings and temporary cash investments......... 16,178 12,827 12,827
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)....... 915,500 Click to see attachment
List of Attached Documents:
// Content
954,829 		1,527,364
c Investments—corporate bonds (attach schedule)....... 406,122 Click to see attachment
List of Attached Documents:
// Content
382,514 		382,715
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 )     Click to see attachment
List of Attached Documents:
// Content
3
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,343,611 1,354,028 1,926,767
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........ 1,343,611 1,354,028
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)..... 1,343,611 1,354,028
30 Total liabilities and net assets/fund balances (see instructions). 1,343,611 1,354,028
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
1,343,611
2
Enter amount from Part I, line 27a .....................
2
10,426
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
27
4
Add lines 1, 2, and 3 ..........................
4
1,354,064
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
36
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,354,028
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 8. EXXON MOBIL CORP     2025-05-01
b 9. EXXON MOBIL CORP     2025-05-01
c 5000. US TREAS 2.125% 05/15/25   2018-02-06 2025-05-15
d 1000. US TREAS 2.75% 05/15/25   2023-08-16 2025-05-15
e 7. ALPHABET INC-CL C   2014-09-09 2025-05-22
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
1. NXP SEMICONDUCTORS NV   2020-11-02 2025-05-22
8. NXP SEMICONDUCTORS NV     2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-22
1. NXP SEMICONDUCTORS NV   2022-04-08 2025-05-22
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-05-23
90.106 FIDELITY INTL INDX   2024-05-16 2025-05-28
30. JPMORGAN BETABUILDERS JAPAN ETF   2020-05-21 2025-05-28
18. JPMORGAN BETABUILDERS CANADA   2018-08-15 2025-05-28
19. JPMORGAN BETABUILDERS DEVELO   2020-05-21 2025-05-28
9. FISERV INC     2025-06-20
2. MASTERCARD INC - CLASS A   2013-05-09 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
3. FISERV INC     2025-07-11
10. FISERV INC     2025-07-11
6. INTUITIVE SURGICAL INC NEW     2025-07-11
22. INGERSOLL RAND INC     2025-08-01
5000. US TREAS 2% 08/15/25   2017-05-15 2025-08-15
21. BRISTOL MYERS SQUIBB CO   2019-11-21 2025-08-21
4. BRISTOL MYERS SQUIBB CO     2025-08-21
7. OTIS WORLDWIDE CORP   2024-10-03 2025-08-21
1. OTIS WORLDWIDE CORP   2024-10-03 2025-08-21
4. OTIS WORLDWIDE CORP   2024-10-03 2025-08-21
3. OTIS WORLDWIDE CORP   2024-10-03 2025-08-22
11. OTIS WORLDWIDE CORP     2025-08-22
6. OTIS WORLDWIDE CORP     2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
25. JPMORGAN BETABUILDERS JAPAN ETF   2020-05-21 2025-08-27
25. JPMORGAN BETABUILDERS CANADA   2018-08-15 2025-08-27
1. JPMORGAN BETABUILDERS DEVELO   2020-05-21 2025-08-27
24. JPMORGAN BETABUILDERS DEVELO   2020-05-21 2025-08-27
1135.503 SIX CIRCLES INTL UNCON EQ   2018-10-25 2025-08-27
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
7. CONOCOPHILLIPS   2021-03-03 2025-09-08
5. CONOCOPHILLIPS   2021-03-03 2025-09-08
1. SALESFORCE.COM INC   2024-03-20 2025-09-08
1. LINDE PLC   2019-04-25 2025-09-08
1. LINDE PLC   2019-04-25 2025-09-08
3. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
26. BRISTOL MYERS SQUIBB CO     2025-09-11
4. INGERSOLL RAND INC     2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
1. INGERSOLL RAND INC   2021-10-21 2025-09-11
7. INGERSOLL RAND INC   2025-07-11 2025-09-11
3. INGERSOLL RAND INC   2021-10-21 2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
3. SALESFORCE.COM INC   2024-03-20 2025-09-11
10. BRISTOL MYERS SQUIBB CO     2025-09-12
8000. US TREAS 3.5% 09/15/25   2022-10-04 2025-09-15
8. CONOCOPHILLIPS     2025-09-23
8. SALESFORCE.COM INC     2025-09-23
7. PROGRESSIVE CORP OHIO     2025-10-10
13. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
10.785 FIDELITY 500 INDEX FUND   2019-12-06 2025-10-15
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
41.118 FIDELITY INTL INDX   2024-05-16 2025-10-23
128.118 FIDELITY 500 INDEX FUND   2019-12-06 2025-10-23
25. JPMORGAN BETABUILDERS JAPAN ETF   2020-05-21 2025-10-23
50. JPMORGAN BETABUILDERS CANADA   2018-08-15 2025-10-23
182.749 SIX CIRCLES INTL UNCON EQ   2018-10-25 2025-10-23
2750.275 SIX CIRCLES CREDIT OPPORT     2025-10-23
8000. US TREAS 0.25% 10/31/25     2025-10-31
3. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
20. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
18. CANADIAN PACIFIC KANSAS CITY     2025-11-03
1. MCDONALDS CORP   2019-06-10 2025-11-03
2. MCDONALDS CORP   2019-06-10 2025-11-03
8. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-04
6000. U S A TREAS NOTES   2024-03-18 2025-11-17
12. CONOCOPHILLIPS     2025-11-21
2. BROADCOM INC   2024-12-17 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
42.079 FIDELITY 500 INDEX FUND   2019-12-06 2025-12-02
4. MONDELEZ INTERNATIONAL-W/I   2016-02-24 2025-12-03
6. MONDELEZ INTERNATIONAL-W/I     2025-12-03
2. PEPSICO INC     2025-12-03
4. PEPSICO INC   2018-05-22 2025-12-03
2. SOUTHERN CO   2023-12-18 2025-12-03
5. SOUTHERN CO   2023-12-18 2025-12-03
2. CONOCOPHILLIPS   2022-02-08 2025-12-24
7. CONOCOPHILLIPS     2025-12-24
2. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-24
4. CONOCOPHILLIPS     2025-12-26
3. CONOCOPHILLIPS   2022-05-19 2025-12-26
2. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
4. EATON CORP PLC     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     2026-01-15
5. PROGRESSIVE CORP OHIO     2026-01-15
6. PROGRESSIVE CORP OHIO     2026-01-15
2. SERVICENOW INC   2025-09-08 2026-01-29
1. SERVICENOW INC   2025-09-08 2026-01-29
3. SERVICENOW INC     2026-01-29
4. WASTE CONNECTIONS INC   2016-08-10 2026-01-29
5. MONDELEZ INTERNATIONAL-W/I     2026-01-30
3. MONDELEZ INTERNATIONAL-W/I   2016-05-31 2026-01-30
5. MONDELEZ INTERNATIONAL-W/I     2026-01-30
1. MONDELEZ INTERNATIONAL-W/I   2016-06-01 2026-01-30
16. MONDELEZ INTERNATIONAL-W/I     2026-01-30
2. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2026-02-02
1. HOWMET AEROSPACE INC   2025-03-25 2026-02-05
4. HOWMET AEROSPACE INC   2025-03-25 2026-02-05
3. WASTE CONNECTIONS INC     2026-02-05
7. HOWMET AEROSPACE INC     2026-02-06
4. WASTE CONNECTIONS INC     2026-02-06
3. WASTE CONNECTIONS INC   2021-01-08 2026-02-06
8. APPLE COMPUTER INC   2014-05-29 2026-02-09
3. WASTE CONNECTIONS INC   2021-01-08 2026-02-09
21. SOUTHERN CO     2026-02-12
5000. US TREAS 1.625% 02/15/26   2018-02-06 2026-02-17
8. WAL MART STORES INC     2026-02-19
2. FACEBOOK INC-A   2017-06-30 2026-03-18
4. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-05-22 2026-03-18
3. TEXAS INSTRS INC     2026-03-18
15. EQT CORPORATION   2025-11-21 2026-04-01
1. EQT CORPORATION   2025-11-21 2026-04-01
1. EQT CORPORATION   2025-11-21 2026-04-01
1. EXXON MOBIL CORP   2020-04-27 2026-04-01
1. EXXON MOBIL CORP   2020-04-27 2026-04-01
5. EQT CORPORATION     2026-04-02
2. EXXON MOBIL CORP   2020-04-27 2026-04-02
2. APPLE COMPUTER INC   2014-05-29 2026-04-10
6. BOOKING HOLDINGS INC   2020-10-13 2026-04-10
1. MARTIN MARIETTA MATLS INC   2023-09-25 2026-04-27
2. TEXAS INSTRS INC   2016-03-10 2026-04-27
2. TEXAS INSTRS INC     2026-04-27
2. EATON CORP PLC   2021-02-22 2026-04-27
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 852   494 358
b 960   435 525
c 5,000   5,000  
d 1,000   1,000  
e 1,232   204 1,028
206   137 69
199   137 62
1,598   1,747 -149
198   224 -26
198   168 30
192   224 -32
5,000   4,587 413
1,808   1,307 501
1,410   879 531
997   778 219
1,470   1,129 341
1,063   110 953
1,019   1,387 -368
1,099   953 146
166   125 41
499   517 -18
1,664   1,247 417
3,072   1,907 1,165
1,666   1,121 545
5,000   5,000  
1,019   1,174 -155
195   228 -33
618   731 -113
88   104 -16
351   418 -67
267   313 -46
977   1,157 -180
534   597 -63
619   696 -77
1,624   1,090 534
2,105   1,220 885
57   41 16
1,360   983 377
15,000   10,095 4,905
433   83 350
540   103 437
638   376 262
455   269 186
251   304 -53
473   176 297
473   176 297
326   62 264
1,238   1,868 -630
328   217 111
81   54 27
81   54 27
568   618 -50
244   161 83
491   609 -118
739   913 -174
472   685 -213
8,000   8,000  
749   431 318
1,966   2,259 -293
1,683   820 863
1,014   386 628
2,500   1,183 1,317
330   380 -50
992   1,141 -149
331   380 -49
2,500   2,093 407
30,000   14,056 15,944
1,697   1,090 607
4,359   2,441 1,918
2,500   1,625 875
25,000   24,493 507
8,000   7,967 33
212   207 5
1,413   1,378 35
1,269   1,228 41
296   201 95
592   402 190
564   649 -85
70   81 -11
6,000   6,000  
1,050   890 160
748   477 271
603   407 196
990   293 697
623   409 214
10,000   4,616 5,384
224   157 67
335   238 97
298   199 99
593   399 194
177   143 34
437   357 80
185   183 2
646   651 -5
455   239 216
365   396 -31
276   313 -37
454   239 215
1,271   519 752
207   120 87
203   120 83
611   358 253
1,030   585 445
1,222   725 497
235   371 -136
115   185 -70
343   559 -216
668   214 454
289   217 72
175   132 43
292   222 70
58   44 14
934   986 -52
117   144 -27
210   137 73
838   549 289
508   160 348
1,550   956 594
680   317 363
508   315 193
2,184   181 2,003
509   315 194
1,912   1,460 452
5,000   5,000  
1,033   774 259
1,241   302 939
1,383   777 606
582   165 417
919   856 63
62   57 5
62   57 5
161   35 126
161   35 126
304   286 18
324   70 254
520   45 475
1,040   434 606
611   409 202
538   110 428
539   110 429
832   261 571
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
      16,515
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       358
b       525
c        
d        
e       1,028
      69
      62
      -149
      -26
      30
      -32
      413
      501
      531
      219
      341
      953
      -368
      146
      41
      -18
      417
      1,165
      545
       
      -155
      -33
      -113
      -16
      -67
      -46
      -180
      -63
      -77
      534
      885
      16
      377
      4,905
      350
      437
      262
      186
      -53
      297
      297
      264
      -630
      111
      27
      27
      -50
      83
      -118
      -174
      -213
       
      318
      -293
      863
      628
      1,317
      -50
      -149
      -49
      407
      15,944
      607
      1,918
      875
      507
      33
      5
      35
      41
      95
      190
      -85
      -11
       
      160
      271
      196
      697
      214
      5,384
      67
      97
      99
      194
      34
      80
      2
      -5
      216
      -31
      -37
      215
      752
      87
      83
      253
      445
      497
      -136
      -70
      -216
      454
      72
      43
      70
      14
      -52
      -27
      73
      289
      348
      594
      363
      193
      2,003
      194
      452
       
      259
      939
      606
      417
      63
      5
      5
      126
      126
      18
      254
      475
      606
      202
      428
      429
      571
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 73,642
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 1,368
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 1,368
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 1,368
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 948
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.............. 7 948
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....... 9 420
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)
OK
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 ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		25,979    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,815,616
b
Average of monthly cash balances.......................
1b
24,142
c
Fair market value of all other assets (see instructions)................
1c
3
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,839,761
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
1,839,761
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,596
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,812,165
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
90,608
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
90,608
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,368
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,368
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,240
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,240
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
89,240
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
86,558
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
86,558
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 89,240
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 73,874
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: $ 86,558
a Applied to 2024, but not more than line 2a 73,874
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..... 12,684
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 .......... 		76,556
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

FIRST PRESBYTERIAN CHURCH

709 S BOSTON
TULSA,OK74119 		NONE   GENERAL 25,484

AMERICAN HEART ASSOCIATION

PO BOX 6176
CHICAGO,IL606066176 		NONE   GENERAL 25,484

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73162 		NONE   GENERAL 25,484
Total ................................. 3a 76,452
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 43,165  
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 73,642  
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) ..   116,807  
13Total. Add line 12, columns (b), (d), and (e)..................
13
116,807
(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:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Name of Bond End of Year Book Value End of Year Fair Market Value
9128282R0 US TREAS 2.25% 08/15 9,434 9,798
912828K74 US TREAS 2% 08/15/25    
912828P46 US TREAS 1.625% 02/1    
912828R36 US TREAS 1.625% 05/1 9,247 9,992
912828V98 US TREAS 2.25% 02/15 9,686 9,884
912828XB1 US TREAS 2.125% 05/1    
3135G0Q22 FNMA 1.875% 09/24/26 7,633 7,941
9128286B1 US TREAS 2.625% 02/1 4,959 4,831
9128285M8 US TREAS 3.125% 11/1 5,693 4,906
9128286T2 US TREAS 2.375% 05/1 5,384 4,781
83002G884 SIX CIRCLES CREDIT O 36,267 36,938
912828YS3 US TREAS 1.75% 11/15 5,490 4,643
912828ZB9 US TREAS 1.125% 02/2 5,214 4,893
912828ZQ6 US TREAS 0.625% 05/1 9,470 8,757
91282CAT8 US TREAS 0.25% 10/31    
92203J407 VANGUARD TOTAL INTL 29,408 28,830
9128283F5 US TREAS 2.25% 11/15 7,276 6,831
912828YU8 US TREAS 1.625% 11/3 5,205 4,940
912828ZS2 US TREAS 0.5% 05/31/ 4,774 4,826
91282CBJ9 US TREAS 0.75% 01/31 4,796 4,737
91282CBL4 US TREAS 1.125% 02/1 6,715 6,127
91282CCH2 US TREAS 1.25% 06/30 4,928 4,728
91282CCS8 US TREAS 1.25% 08/15 9,298 8,668
91282CCV1 US TREAS 1.125% 08/3 4,880 4,693
91282CAE1 US TREAS 0.625% 08/1 8,371 8,682
91282CDL2 US TREAS 1.5% 11/30/ 8,379 8,473
91282CFJ5 US TREAS 3.125% 08/3 9,673 9,746
91282CFK2 US TREAS 3.5% 09/15/    
83002G702 SIX CIRCLES GLOBAL B 53,004 53,004
9128282A7 US TREAS 1.5% 08/15/ 8,208 8,942
91282CAV3 US TREAS 0.875% 11/1 9,462 10,451
91282CBS9 US TREAS 1.25% 03/31 5,403 5,710
91282CCR0 US TREAS 1% 07/31/28 9,821 10,319
91282CDY4 US TREAS 1.875% 02/1 5,972 6,196
91282CEC1 US TREAS 1.875% 02/2 4,639 4,923
91282CEE7 US TREAS 2.375% 03/3 3,642 3,832
91282CEQ0 US TREAS 2.75% 05/15    
91282CFV8 US TREAS 4.125% 11/1 7,040 6,977
91282CFW6 US TREAS 4.5% 11/15/    
91282CGM7 US TREAS 3.5% 02/15/ 4,868 4,795
91282CDJ7 US TREAS 1.375% 11/1 7,487 7,792
91282CFF3 US TREAS 2.75% 08/15 7,183 7,378
91282CHC8 US TREAS 3.375% 05/1 7,533 7,593
91282CHT1 US TREAS 3.875% 08/1 4,913 4,889
91282CKQ3 US TREAS 4.375% 05/1 5,028 5,031
92206C771 VANGUARD MORTGAGE-BA 16,082 16,419
91282CJJ1 US TREAS 4.5% 11/15/ 2,073 2,032
91282CJZ5 US TREAS 4% 02/15/34 2,009 1,965
91282CLF6 US TREAS 3.875% 08/1 5,967 5,822

TY 2025 InvestmentsCorpStockSchedule
Name:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC-CL C 4,372 25,590
30303M102 META PLATFORMS INC-C 5,065 15,298
57636Q104 MASTERCARD INC - A 4,727 9,053
65339F101 NEXTERA ENERGY INC 5,334 6,264
101137107 BOSTON SCIENTIFIC CO 1,224 2,592
110122108 BRISTOL-MYERS SQUIBB    
532457108 ELI LILLY AND COMPAN 1,190 3,738
548661107 LOWE'S COS INC 4,548 5,970
594918104 MICROSOFT CORP 4,091 24,875
609207105 MONDELEZ INTERNATION    
617446448 MORGAN STANLEY 1,872 8,958
713448108 PEPSICO INC 2,566 3,011
882508104 TEXAS INSTRUMENTS IN 3,873 7,589
91324P102 UNITEDHEALTH GROUP I 3,818 7,039
94106B101 WASTE CONNECTIONS IN    
949746101 WELLS FARGO & CO 3,505 6,743
67066G104 NVIDIA CORP 3,577 39,116
337738108 FISERV INC    
75886F107 REGENERON PHARMACEUT    
83002G306 SIX CIRCLES US UNCON 164,875 268,709
83002G405 SIX CIRCLES INTL UNC 123,002 179,763
N6596X109 NXP SEMICONDUCTORS N    
00287Y109 ABBVIE INC 2,987 6,762
023135106 AMAZON.COM INC 6,737 22,795
025816109 AMERICAN EXPRESS CO 1,889 4,846
037833100 APPLE INC 9,167 20,623
060505104 BANK OF AMERICA CORP 4,018 6,789
315911750 FIDELITY 500 INDEX F 298,790 466,597
461202103 INTUIT INC 3,436 1,943
580135101 MCDONALD'S CORP 4,114 4,697
883556102 THERMO FISHER SCIENT 4,099 3,832
N07059210 ASML HOLDING NV-NY R 1,357 2,878
007903107 ADVANCED MICRO DEVIC 2,343 2,481
09857L108 BOOKING HOLDINGS INC 2,605 4,377
20825C104 CONOCOPHILLIPS 2,589 2,516
363576109 ARTHUR J GALLAGHER & 1,999 2,890
43300A203 HILTON WORLDWIDE HOL 1,897 4,861
46641Q191 JPMORGAN BETABUILDER 37,232 40,194
46641Q217 JPMORGAN BETABUILDER 44,132 59,821
46641Q225 JPMORGAN BETABUILDER 22,829 42,717
46641Q233 JPMORGAN BETABUILDER 23,357 29,521
G29183103 EATON CORP PLC 1,229 3,897
22160K105 COSTCO WHOLESALE COR 1,486 3,044
45687V106 INGERSOLL RAND INC 1,157 958
46120E602 INTUITIVE SURGICAL I    
573284106 MARTIN MARIETTA MATE 2,174 3,095
679580100 OLD DOMINION FREIGHT 1,972 2,974
743315103 PROGRESSIVE CORP    
30231G102 EXXON MOBIL CORP 4,853 7,871
78409V104 S&P GLOBAL INC 2,503 3,019
872540109 TJX COMPANIES INC 1,805 3,449
G54950103 LINDE PLC 2,167 5,011
79466L302 SALESFORCE INC    
842587107 THE SOUTHERN COMPANY 3,269 3,868
863667101 STRYKER CORP 2,957 3,151
11135F101 BROADCOM INC 9,750 14,610
127387108 CADENCE DESIGN SYS I 2,145 2,307
13646K108 CANADIAN PACIFIC KAN    
315911727 FIDELITY INTL INDX 45,771 58,736
443201108 HOWMET AEROSPACE INC 2,343 3,160
68902V107 OTIS WORLDWIDE CORP    
824348106 SHERWIN-WILLIAMS CO/    
G8994E103 TRANE TECHNOLOGIES P 5,576 6,896
931142103 WALMART INC 2,058 2,771
254687106 WALT DISNEY CO/THE 5,002 4,565
032095101 AMPHENOL CORP-CL A 5,792 6,038
053332102 AUTOZONE INC 3,601 3,704
126408103 CSX CORP 4,409 5,497
26884L109 EQT CORP 1,986 2,163
278865100 ECOLAB INC 4,196 4,170
29364G103 ENTERGY CORP 3,397 4,127
45866F104 INTERCONTINENTAL EXC 2,600 2,371
478160104 JOHNSON & JOHNSON 6,000 8,275
512807306 LAM RESEARCH CORP 3,608 3,868
701094104 PARKER HANNIFIN CORP 2,935 2,728
81762P102 SERVICENOW INC 2,630 1,236
874039100 TAIWAN SEMICONDUCTOR 2,242 4,357

TY 2025 OtherAssetsSchedule
Name:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX SEC 4 3S 17W TILLMAN   0 1
XXX-XX-XXXX SEC 36 2S 19W TILLMA   0 1
XXX-XX-XXXX SEC 31 3N 4E FREMONT   0 1


TY 2025 OtherDecreasesSchedule
Name:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Description Amount
ACCRUED INT POSTING DATE BEFORE TAX YEAR 28
ROUNDING 8


TY 2025 OtherIncreasesSchedule
Name:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Description Amount
ACCRUED INT EFFECTIVE AFTER TAX YR 27


TY 2025 OtherProfessionalFeesSchedule
Name:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,500 2,500    


TY 2025 TaxesSchedule
Name:
DORIS A MACKINNON CHARITABLE TRUST XXXXX1004
EIN:
20-6016598
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 45 45   0
FEDERAL TAX PAYMENT - PRIOR YE 457 0   0
FEDERAL ESTIMATES - INCOME 948 0   0