Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
LARRY L LUING FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 44 RIFLE CAMP ROAD
  Room/suite
City or town
WOODLAND PARK
State or province
NJ
Country  
ZIP or foreign postal code
07424
A Employer identification number

22-3564439
B Telephone number (see instructions)

2012911111
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)$29,393,118J 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) 10,000
2 Check .................
3 Interest on savings and temporary cash investments 68,406 68,406  
4 Dividends and interest from securities... 726,013 726,013  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 466,025
b Gross sales price for all assets on line 6a 3,477,706
7 Capital gain net income (from Part IV, line 2)... 466,025
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
217 217  
12 Total. Add lines 1 through 11........ 1,270,661 1,260,661  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,093 0   15,093
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71,693 71,693   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
47,572 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,614 0   4,614
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,972 71,693   19,707
25 Contributions, gifts, grants paid....... 1,243,000 1,243,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,381,972 71,693   1,262,707
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,311
b Net investment income (if negative, enter -0-) 1,188,968
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets 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............. 47,415 14,333 14,333
2 Savings and temporary cash investments......... 586,547 861,903 861,903
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,234,340 Click to see attachment
List of Attached Documents:
// Content
1,362,118 		1,367,616
b Investments—corporate stock (attach schedule)....... 17,875,028 Click to see attachment
List of Attached Documents:
// Content
15,303,000 		23,454,368
c Investments—corporate bonds (attach schedule)....... 1,428,970 Click to see attachment
List of Attached Documents:
// Content
3,519,625 		3,402,504
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 283,406 Click to see attachment
List of Attached Documents:
// Content
283,406 		292,394
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) 21,455,706 21,344,385 29,393,118
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 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........... 21,455,706 21,344,385
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........    
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)..... 21,455,706 21,344,385
30 Total liabilities and net assets/fund balances (see instructions). 21,455,706 21,344,385
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
21,455,706
2
Enter amount from Part I, line 27a .....................
2
-111,311
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,344,395
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
10
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
21,344,385
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 46 SHARES OF APPLE INC   2024-01-01 2025-11-21
b 18 SHARES OF APPLE INC   2024-01-01 2025-12-22
c 20 SHARES OF TESLA INC.   2024-01-01 2025-11-26
d 46 SHARES OF THE CIGNA GROUP   2024-01-01 2025-11-26
e 13 SHARES OF LINDE PLC   2024-01-01 2025-11-26
71 SHARES OF NVIDIA CORP COM   2024-01-01 2025-11-21
56 SHARES OF NVIDIA CORP COM   2024-01-01 2025-12-18
34 SHARES OF MICROSOFT CORP   2024-01-01 2025-11-26
83 SHARES OF NVIDIA CORP COM   2024-01-01 2025-11-26
11 SHARES OF META PLATFORMS INC-A   2024-01-01 2025-11-26
41 SHARES OF SHELL PLC SPONS ADR   2024-01-01 2025-06-06
62 SHARES OF AXA SPONSORED ADR   2024-01-01 2025-06-06
59 SHARES OF BAE SYSTEMS PLC ADR   2024-01-01 2025-03-31
20 SHARES OF ROYAL BK CANADA   2024-01-01 2025-11-21
91 SHARES OF SWISS RE LTD SPN ADR   2024-01-01 2025-06-06
24 SHARES OF BANK OF MONTREAL   2024-01-01 2025-11-21
19 SHARES OF GARMIN LIMITED   2024-01-01 2025-11-21
19 SHARES OF NESTLE SA SPONSORED ADR   2024-01-01 2025-06-06
87 SHARES OF ALLIANZ SE UNSPONS ADR   2024-01-01 2025-06-06
56 SHARES OF HSBC HOLDINGS PLC SPON ADR   2024-01-01 2025-06-06
69 SHARES OF BNP PARIBAS ADR   2024-01-01 2025-06-06
26 SHARES OF NOVARTIS AG ADR   2024-01-01 2025-06-06
22 SHARES OF ROYAL BK CANADA   2024-01-01 2025-06-06
26 SHARES OF NOVARTIS AG ADR   2024-01-01 2025-11-21
40 SHARES OF ALPHABET INC CL C   2024-01-01 2025-11-21
70 SHARES OF BNP PARIBAS ADR   2024-01-01 2025-11-21
8 SHARES OF MITSUI & CO LTD-SPONS ADR   2024-01-01 2025-11-21
33 SHARES OF TOTALENERGIES SE SPONSORED ADR   2024-01-01 2025-06-06
53 SHARES OF HSBC HOLDINGS PLC SPON ADR   2024-01-01 2025-11-21
194 SHARES OF ENEL SPA - ADR   2024-01-01 2025-11-21
15 SHARES OF NESTLE SA SPONSORED ADR   2024-01-01 2025-11-21
66 SHARES OF AXA SPONSORED ADR   2024-01-01 2025-11-21
55 SHARES OF BAE SYSTEMS PLC ADR   2024-01-01 2025-06-27
83 SHARES OF ZURICH INS GROUP LTD   2024-01-01 2025-11-21
44 SHARES OF ROCHE HLDG LTD SPONSORED ADR   2024-01-01 2025-11-21
74 SHARES OF BROADCOM INC   2024-01-01 2025-09-16
122 SHARES OF KDDI CORPORATION   2024-01-01 2025-11-21
11 SHARES OF TOYOTA MOTOR CORP SPON ADR   2024-01-01 2025-11-21
117 SHARES OF KDDI CORPORATION   2024-01-01 2025-06-06
67 SHARES OF SWISS RE LTD SPN ADR   2024-01-01 2025-11-21
109 SHARES OF ZURICH INS GROUP LTD   2024-01-01 2025-06-06
207 SHARES OF ENEL SPA - ADR   2024-01-01 2025-06-06
32 SHARES OF SHELL PLC SPONS ADR   2024-01-01 2025-11-21
35 SHARES OF RIO TINTO PLC SPONSORED ADR   2024-01-01 2025-11-21
17 SHARES OF CHUBB LTD   2024-01-01 2025-01-10
41 SHARES OF RIO TINTO PLC SPONSORED ADR   2024-01-01 2025-06-06
199 SHARES OF CHIPOTLE MEXICAN GRILL-CL A   2024-01-01 2025-06-27
40 SHARES OF SALESFORCE INC   2024-01-01 2025-02-12
67 SHARES OF PHILIP MORRIS INTL INC   2024-01-01 2025-06-03
122 SHARES OF ALPHABET INC CL C   2024-01-01 2025-06-23
315 SHARES OF NVENT ELECTRIC PLC   2024-01-01 2025-04-07
22 SHARES OF TELEDYNE TECHNOLOGIES INC COM   2024-01-01 2025-06-25
21 SHARES OF ELI LILLY & CO   2024-01-01 2025-08-22
166 SHARES OF ALPHABET INC CL C   2024-01-01 2025-06-27
110 SHARES OF AMAZON.COM INC   2024-01-01 2025-06-27
156 SHARES OF CONOCOPHILLIPS   2024-01-01 2025-06-03
43 SHARES OF LOCKHEED MARTIN CORPORATION COM   2024-01-01 2025-02-04
91 SHARES OF AMGEN INC COM   2024-01-01 2025-05-14
752 SHARES OF CONAGRA BRANDS INC.   2024-01-01 2025-07-08
134 SHARES OF AVALONBAY COMMUNITIES INC   2024-01-01 2025-11-04
38 SHARES OF ATLASSIAN CORPORATION CL A   2024-01-01 2025-06-23
41 SHARES OF ASTRAZENECA GROUP PLC SPONSORED   2024-01-01 2025-06-06
25 SHARES OF OLD DOMINION FREIGHT LINE INC   2024-01-01 2025-03-07
272 SHARES OF UNITED PARCEL SERVICE CL B   2024-01-01 2025-02-04
45 SHARES OF ASTRAZENECA GROUP PLC SPONSORED   2024-01-01 2025-11-21
20 SHARES OF GARMIN LIMITED   2024-01-01 2025-06-06
22 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2024-01-01 2025-06-06
25 SHARES OF NATIONAL GRID PLC SPONS ADR   2024-01-01 2025-06-06
41 SHARES OF RIO TINTO PLC SPONSORED ADR   2024-01-01 2025-06-06
30 SHARES OF BANK OF MONTREAL   2024-01-01 2025-06-06
68 SHARES OF MERCK & CO INC   2024-01-01 2025-01-22
16 SHARES OF CATERPILLAR INC   2024-01-01 2025-11-04
79 SHARES OF DYNATRACE INC   2024-01-01 2025-04-22
8 SHARES OF MITSUI & CO LTD-SPONS ADR   2024-01-01 2025-06-06
34 SHARES OF ALPHABET INC CL C   2024-01-01 2025-03-07
32 SHARES OF JPMORGAN CHASE & CO   2024-01-01 2025-01-22
211 SHARES OF PINTEREST INC CL A   2024-01-01 2025-04-09
19 SHARES OF AUTODESK COM   2024-01-01 2025-02-13
61 SHARES OF BAE SYSTEMS PLC ADR   2024-01-01 2025-06-06
29 SHARES OF TOTALENERGIES SE SPONSORED ADR   2024-01-01 2025-11-21
48 SHARES OF ABB LTD SPON ADR   2024-01-01 2025-06-06
68 SHARES OF ALLIANZ SE UNSPONS ADR   2024-01-01 2025-11-21
28 SHARES OF BRITISH AMERICAN TOBACCO-SP ADR   2024-01-01 2025-11-21
40 SHARES OF BROADCOM INC   2024-01-01 2025-11-04
336 SHARES OF MIZUHO FINANCIAL GROUP INC   2024-01-01 2025-11-21
31 SHARES OF BP PLC SPONSORED ADR   2024-01-01 2025-11-21
14 SHARES OF NATIONAL GRID PLC SPONS ADR   2024-01-01 2025-11-21
16 SHARES OF SANOFI-ADR   2024-01-01 2025-06-06
14 SHARES OF ROGERS COMMUNICATIONS INC CL B   2024-01-01 2025-06-06
64 SHARES OF MAGNUM ICE CREAM CO   2024-01-01 2025-12-10
21 SHARES OF PEMBINA PIPELINE CORP   2024-01-01 2025-11-21
11 SHARES OF WPP PLC NEW SPONS ADR   2024-01-01 2025-06-06
48 SHARES OF ENGIE SPONS ADR   2024-01-01 2025-11-21
20 SHARES OF ASML HOLDING N.V. ADR   2024-01-01 2025-09-12
0.7778 SHARES OF UNILEVER PLC SPONS ADR   2024-01-01 2025-12-22
0.3334 SHARES OF UNILEVER PLC SPONS ADR   2024-01-01 2025-12-22
0.8 SHARES OF MAGNUM ICE CREAM CO   2024-01-01 2025-12-23
0.2 SHARES OF MAGNUM ICE CREAM CO   2024-01-01 2025-12-23
181 SHARES OF MERCK & CO INC   2024-01-01 2025-04-23
78 SHARES OF NVIDIA CORP COM   2024-01-01 2025-09-24
61 SHARES OF AMAZON.COM INC   2024-01-01 2025-09-24
19 SHARES OF SYNOPSYS INC COM   2024-01-01 2025-11-07
102 SHARES OF FISERV INC   2024-01-01 2025-08-22
18 SHARES OF MICROSOFT CORP   2024-01-01 2025-11-07
29 SHARES OF UNILEVER PLC SPONSORED ADR   2024-01-01 2025-06-06
108 SHARES OF SHOPIFY INC CL A   2024-01-01 2025-08-22
17 SHARES OF INTUIT INC COM   2024-01-01 2025-09-16
WT LONG TERM CAPITAL GAINS DISTRIBUTIONS   2024-01-01 2025-12-16
30 SHARES OF AMAZON.COM INC   2024-01-01 2025-11-03
14 SHARES OF SERVICENOW INC   2024-01-01 2025-11-03
34 SHARES OF AMAZON.COM INC   2024-01-01 2025-11-03
34 SHARES OF APPLE INC   2024-01-01 2025-11-07
21 SHARES OF INTUITIVE SURGICAL INC   2024-01-01 2025-09-18
24 SHARES OF META PLATFORMS, INC-A   2024-01-01 2025-11-03
58 SHARES OF MERCEDES-BENZ GROUP AG UNSPONS   2024-01-01 2025-11-21
149 SHARES OF MIZUHO FINANCIAL GROUP INC   2024-01-01 2025-06-06
61 SHARES OF MERCEDES-BENZ GROUP AG UNSPONS   2024-01-01 2025-06-06
120 SHARES OF AMCOR PLC   2024-01-01 2025-06-06
18 SHARES OF SIEMENS A G SPONSORED ADR   2024-01-01 2025-11-21
34 SHARES OF BRITISH AMERICAN TOBACCO-SP ADR   2024-01-01 2025-06-06
103 SHARES OF ENGIE SPONS ADR AT   2024-01-01 2025-06-06
28 SHARES OF SANOFI-ADR   2024-01-01 2025-11-21
102 SHARES OF BASF SE SPONSORED ADR   2024-01-01 2025-11-21
25 SHARES OF ROGERS COMMUNICATIONS INC CL B   2024-01-01 2025-11-21
93 SHARES OF BASF SE SPONSORED ADR   2024-01-01 2025-06-06
27 SHARES OF UNILEVER PLC SPONSORED ADR   2024-01-01 2025-11-21
12 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2024-01-01 2025-11-21
18 SHARES OF SIEMENS A G SPONSORED ADR   2024-01-01 2025-06-06
99 SHARES OF ANZ GROUP HOLDINGS LTD SPONS   2024-01-01 2025-06-06
24 SHARES OF UNITEDHEALTH GROUP INC   2024-01-01 2025-06-23
16 SHARES OF MICROSOFT CORP   2024-01-01 2025-09-12
33 SHARES OF BAE SYSTEMS PLC ADR   2024-01-01 2025-11-21
56 SHARES OF NVIDIA CORP COM   2024-01-01 2025-08-28
8 SHARES OF TOYOTA MOTOR CORP SPON ADR   2024-01-01 2025-06-06
39 SHARES OF ABB LTD SPON ADR   2024-01-01 2025-11-21
35 SHARES OF PEMBINA PIPELINE CORP   2024-01-01 2025-06-06
113 SHARES OF MAGNUM ICE CREAM CO   2024-01-01 2025-12-10
14 SHARES OF THERMO FISHER SCIENTIFIC INC   2024-01-01 2025-06-23
20 SHARES OF WPP PLC NEW SPONS ADR   2024-01-01 2025-11-21
49 SHARES OF CANON INC SPONS ADR   2024-01-01 2025-06-06
12 SHARES OF MICROSOFT CORP   2024-01-01 2025-03-07
46 SHARES OF CANON INC SPONS ADR   2024-01-01 2025-11-21
35 SHARES OF BP PLC SPONSORED ADR   2024-01-01 2025-06-06
65 SHARES OF ANZ GROUP HOLDINGS LTD SPONS   2024-01-01 2025-11-21
101 SHARES OF AMCOR PLC   2024-01-01 2025-11-21
59 SHARES OF AMGEN INC COM   2025-01-01 2025-03-27
890 SHARES OF SONY GROUP CORPORATION SPONS   2025-01-01 2025-03-27
63 SHARES OF LOWES COMPANIES INC   2025-01-01 2025-03-27
80 SHARES OF PNC FINANCIAL SERVICES GROUP   2025-01-01 2025-03-27
235 SHARES OF PROLOGIS INC   2025-01-01 2025-04-07
102 SHARES OF QUALCOMM INC COM   2025-01-01 2025-03-27
71 SHARES OF ECOLAB INC COM   2025-01-01 2025-03-27
210 SHARES OF AMERICAN INTERNATIONAL GROUP   2025-01-01 2025-03-27
221 SHARES OF XCEL ENERGY INC COM   2025-01-01 2025-03-27
33 SHARES OF TELEDYNE TECHNOLOGIES INC COM   2025-01-01 2025-03-27
88 SHARES OF PROCTER & GAMBLE CO COM   2025-01-01 2025-03-27
123 SHARES OF XYLEM INC-W/I   2025-01-01 2025-03-27
73 SHARES OF HONEYWELL INTL INC COM   2025-01-01 2025-03-27
10 SHARES OF APPLOVIN CORP CL A   2025-01-01 2025-09-18
WT SHORT TERM CAPITAL GAINS DISTRIBUTIONS   2025-01-01 2025-12-16
98 SHARES OF BLACKSTONE INC   2025-01-01 2025-03-27
55 SHARES OF ANSYS INC   2025-01-01 2025-03-27
129 SHARES OF CAPITAL ONE FINANCIAL CORP   2025-01-01 2025-03-27
373 SHARES OF U S BANCORP DEL COM NEW   2025-01-01 2025-03-27
136 SHARES OF ATMOS ENERGY CORP   2025-01-01 2025-03-27
66 SHARES OF AIR PRODUCTS & CHEMICALS INC   2025-01-01 2025-03-27
35 SHARES OF MARTIN MARIETTA MATERIALS INC   2025-01-01 2025-03-27
42 SHARES OF ADOBE INC   2025-01-01 2025-03-27
66 SHARES OF MICROSOFT CORP   2025-01-01 2025-03-27
370 SHARES OF CORTEVA INC   2025-01-01 2025-03-27
707 SHARES OF U S BANCORP DEL COM NEW   2025-01-01 2025-04-07
51 SHARES OF AMERIPRISE FINANCIAL INC   2025-01-01 2025-03-27
272 SHARES OF UNITED PARCEL SERVICE CL B   2025-01-01 2025-02-04
574 SHARES OF COTERRA ENERGY INC   2025-01-01 2025-03-27
136 SHARES OF RPM INTERNATIONAL INC COMMON   2025-01-01 2025-03-27
345 SHARES OF VERIZON COMMUNICATIONS COM   2025-01-01 2025-03-27
108 SHARES OF SHOPIFY INC CL A   2025-01-01 2025-08-22
70 SHARES OF AMERICAN TOWER CORP CL A   2025-01-01 2025-09-16
20 SHARES OF ASML HOLDING N.V. ADR   2025-01-01 2025-09-12
41 SHARES OF BOEING CO COM   2025-01-01 2025-09-12
52 SHARES OF ADVANCED MICRO DEVICES INC COM   2025-01-01 2025-02-11
30 SHARES OF LULULEMON ATHLETICA INC   2025-01-01 2025-06-27
15 SHARES OF HUBSPOT INC   2025-01-01 2025-09-12
14 SHARES OF THERMO FISHER SCIENTIFIC INC   2025-01-01 2025-06-23
24 SHARES OF UNITEDHEALTH GROUP INC   2025-01-01 2025-06-23
279 SHARES OF MICHELIN (CGDE)-UNSPONSORED   2025-01-01 2025-03-05
9 SHARES OF MICHELIN (CGDE)-UNSPONSORED ADR   2025-01-01 2025-03-06
21 SHARES OF APPLOVIN CORP CL A   2025-01-01 2025-08-04
143 SHARES OF MICHELIN (CGDE)-UNSPONSORED   2025-01-01 2025-03-05
53 SHARES OF PARKER HANNIFIN CORP   2025-01-01 2025-03-27
108 SHARES OF RECKITT BENCKISER GROUP SPONS   2025-01-01 2025-11-21
121 SHARES OF RECKITT BENCKISER GROUP SPONS   2025-01-01 2025-06-06
273 SHARES OF MICHELIN (CGDE)-UNSPONSORED   2025-01-01 2025-03-07
129 SHARES OF COMMERCE BANCSHARES INC   2025-01-01 2025-03-27
44 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2025-01-01 2025-08-22
62 SHARES OF ARISTA NETWORKS INC   2025-01-01 2025-11-14
51 SHARES OF GENERAL DYNAMICS CORP COM   2025-01-01 2025-03-27
104 SHARES OF AMERICAN WATER WORKS CO INC   2025-01-01 2025-03-27
164 SHARES OF ALCON INC   2025-01-01 2025-03-27
1179 SHARES OF MITSUBISHI UFJ FINANCIAL   2025-01-01 2025-03-27
137 SHARES OF MERCK & CO INC   2025-01-01 2025-03-27
234 SHARES OF TOTALENERGIES SE SPONSORED ADR   2025-01-01 2025-03-27
194 SHARES OF MICROCHIP TECHNOLOGY INC COM   2025-01-01 2025-03-27
92 SHARES OF CULLEN FROST BANKERS INC COM   2025-01-01 2025-03-27
172 SHARES OF EQUITY LIFESTYLE PROPERTIES   2025-01-01 2025-03-27
48 SHARES OF CONSTELLATION BRANDS INC   2025-01-01 2025-03-27
181 SHARES OF MERCK & CO INC   2025-01-01 2025-04-23
117 SHARES OF STARBUCKS CORP COM   2025-01-01 2025-04-09
102 SHARES OF FISERV INC   2025-01-01 2025-08-22
129 SHARES OF MEDTRONIC PLC   2025-01-01 2025-03-27
95 SHARES OF OSHKOSH CORPORATION   2025-01-01 2025-03-27
235 SHARES OF COCA COLA CO COM   2025-01-01 2025-03-27
1300 UNITS OF ISHARES RUSSELL 2000 ETF   2025-01-01 2025-09-17
30 SHARES OF AMAZON.COM INC   2024-01-01 2025-11-21
16 SHARES OF VISA INC   2024-01-01 2025-11-21
15 SHARES OF FACTSET RESEARCH SYSTEMS INC   2024-01-01 2025-01-15
63 SHARES OF AAON INC   2024-01-01 2025-01-17
27 SHARES OF ASPEN TECHNOLOGY INC   2024-01-01 2025-03-12
119 SHARES OF AAON INC   2024-01-01 2025-03-27
59 SHARES OF APPFOLIO INC CL A   2025-01-01 2025-03-27
7299 SHARES OF AUTO TRADER GROUP UNSPONS ADR   2024-01-01 2025-03-27
384 SHARES OF DREAM FINDERS HOMES INC CL A   2024-01-01 2025-03-27
384 SHARES OF DREAM FINDERS HOMES INC CL A   2025-01-01 2025-03-27
457 SHARES OF ENDAVA PLC SPONS ADR   2024-01-01 2025-03-27
457 SHARES OF ENDAVA PLC SPONS ADR   2025-01-01 2025-03-27
299 SHARES OF ENERPAC TOOL GROUP CORP   2025-01-01 2025-03-27
4 SHARES OF FACTSET RESEARCH SYSTEMS INC   2024-01-01 2025-03-27
226 SHARES OF FOX FACTORY HOLDING CORP   2024-01-01 2025-03-27
188 SHARES OF GOOSEHEAD INSURANCE INC CL A   2024-01-01 2025-03-27
188 SHARES OF GOOSEHEAD INSURANCE INC CL A   2025-01-01 2025-03-27
652 SHARES OF HOLLEY INC   2024-01-01 2025-03-27
15 SHARES OF KINSALE CAPITAL GROUP INC   2025-01-01 2025-03-27
70 SHARES OF MORNINGSTAR INC   2024-01-01 2025-03-27
144 SHARES OF NATIONAL RESEARCH CORP   2024-01-01 2025-03-27
399 SHARES OF NCINO INC   2024-01-01 2025-03-27
399 SHARES OF NCINO INC   2025-01-01 2025-03-27
36 SHARES OF NOVANTA INC   2024-01-01 2025-03-27
19 SHARES OF NVE CORPORATION   2024-01-01 2025-03-27
105 SHARES OF OLLIE'S BARGAIN OUTLET   2024-01-01 2025-03-27
80 SHARES OF OMEGA FLEX INC   2024-01-01 2025-03-27
80 SHARES OF OMEGA FLEX INC   2025-01-01 2025-03-27
419 SHARES OF ONESTREAM INC   2025-01-01 2025-03-27
33 SHARES OF PRICESMART INCORPORATED   2024-01-01 2025-03-27
328 SHARES OF REVOLVE GROUP INC CL A   2024-01-01 2025-03-27
825 SHARES OF RIGHTMOVE PLC UNSPONS ADR   2024-01-01 2025-03-27
199 SHARES OF RYAN SPECIALTY HOLDINGS, INC.   2024-01-01 2025-03-27
193 SHARES OF SERVISFIRST BANCSHARES INC   2024-01-01 2025-03-27
123 SHARES OF SMITH DOUGLAS HOMES CORP CL A   2024-01-01 2025-03-27
123 SHARES OF SMITH DOUGLAS HOMES CORP CL A   2025-01-01 2025-03-27
50 SHARES OF SPS COMMERCE INC   2024-01-01 2025-03-27
157 SHARES OF TRIUMPH FINANCIAL INC   2025-01-01 2025-03-27
76 SHARES OF US PHYSICAL THERAPY INC   2024-01-01 2025-03-27
122 SHARES OF COUPANG INC CL A   2025-01-01 2025-01-28
19 SHARES OF MONDAY.COM LTD   2025-01-01 2025-01-28
17 SHARES OF ATLASSIAN CORPORATION CL A   2024-01-01 2025-01-31
146 SHARES OF SCHNEIDER ELECTRIC SE UNSPONS   2024-01-01 2025-02-11
54 SHARES OF SAFRAN SA UNSPONSORED ADR   2024-01-01 2025-02-19
60 SHARES OF SEA LTD SPONS ADR   2025-01-01 2025-03-05
6 SHARES OF SPOTIFY TECHNOLOGY SA   2025-01-01 2025-03-07
105 SHARES OF FERGUSON PLC   2024-01-01 2025-03-11
370 SHARES OF SCHNEIDER ELECTRIC SE UNSPONS   2024-01-01 2025-03-11
209 SHARES OF ASTRAZENECA GROUP PLC   2024-01-01 2025-04-28
163 SHARES OF NOVO-NORDISK A/S SPONS ADR   2024-01-01 2025-04-28
955 SHARES OF ROLLS-ROYCE HOLDINGS-SP ADR   2025-01-01 2025-05-05
101 SHARES OF SAFRAN SA UNSPONSORED ADR   2024-01-01 2025-05-05
39 SHARES OF STERIS PLC   2024-01-01 2025-05-05
154 SHARES OF ICON PLC   2024-01-01 2025-05-08
128 SHARES OF 3I GROUP PLC UNSPONS ADR   2025-01-01 2025-06-05
225 SHARES OF ADYEN NV UNSPONS ADR   2024-01-01 2025-06-05
10 SHARES OF AON PLC   2024-01-01 2025-06-05
40 SHARES OF ARCH CAPITAL GROUP LTD   2024-01-01 2025-06-05
40 SHARES OF ARCH CAPITAL GROUP LTD   2024-01-01 2025-06-05
37 SHARES OF ASTRAZENECA GROUP PLC SPONSORED   2024-01-01 2025-06-05
15 SHARES OF ATLASSIAN CORPORATION CL A   2024-01-01 2025-06-05
63 SHARES OF BAE SYSTEMS PLC ADR   2024-01-01 2025-06-05
65 SHARES OF CANADIAN NATURAL RESOURCES LTD   2024-01-01 2025-06-05
44 SHARES OF CANADIAN PACIFIC KANSAS CITY   2024-01-01 2025-06-05
115 SHARES OF COMPASS GROUP PLC SPONS ADR   2024-01-01 2025-06-05
103 SHARES OF DEUTSCHE BOERSE AG   2025-01-01 2025-06-05
74 SHARES OF ICICI BANK LIMITED SPONSORED   2024-01-01 2025-06-05
8 SHARES OF LINDE PLC   2024-01-01 2025-06-05
100 SHARES OF MEITUAN UNSPONS ADR   2025-01-01 2025-06-05
1 SHARES OF MERCADOLIBRE INC   2024-01-01 2025-06-05
67 SHARES OF MITSUBISHI HEAVY INDSTRS   2025-01-01 2025-06-05
110 SHARES OF NINTENDO CO LTD ADR   2025-01-01 2025-06-05
44 SHARES OF NOVO-NORDISK A/S SPONS ADR   2024-01-01 2025-06-05
187 SHARES OF NU HLDGS LTD CL A   2024-01-01 2025-06-05
46 SHARES OF PHILIP MORRIS INTL INC   2025-01-01 2025-06-05
7 SHARES OF RHEINMETALL AG UNSPONS ADR   2025-01-01 2025-06-05
111 SHARES OF ROLLS-ROYCE HOLDINGS-SP ADR   2025-01-01 2025-06-05
16 SHARES OF SAFRAN SA UNSPONSORED ADR   2024-01-01 2025-06-05
19 SHARES OF SAP SE SPONS ADR   2025-01-01 2025-06-05
22 SHARES OF SEA LTD SPONS ADR   2025-01-01 2025-06-05
7 SHARES OF SIEMENS ENERGY AG UNSPONS ADR   2025-01-01 2025-06-05
12 SHARES OF SPOTIFY TECHNOLOGY SA   2024-01-01 2025-06-05
3 SHARES OF STERIS PLC   2024-01-01 2025-06-05
39 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2024-01-01 2025-06-05
46 SHARES OF TENCENT HOLDINGS LIMITED   2025-01-01 2025-06-05
93 SHARES OF UBS GROUP AG   2024-01-01 2025-06-05
48 SHARES OF WASTE CONNECTIONS INC   2024-01-01 2025-06-05
22 SHARES OF STERIS PLC   2024-01-01 2025-06-09
41 SHARES OF FERRARI NV   2024-01-01 2025-06-11
96 SHARES OF MITSUBISHI HEAVY INDSTRS   2025-01-01 2025-07-17
20 SHARES OF STERIS PLC   2024-01-01 2025-07-23
69 SHARES OF ATLASSIAN CORPORATION CL A   2024-01-01 2025-08-11
630 SHARES OF MEITUAN UNSPONS ADR   2025-01-01 2025-09-18
124 SHARES OF SIEMENS ENERGY AG UNSPONS ADR   2025-01-01 2025-10-28
27 SHARES OF STERIS PLC   2024-01-01 2025-10-28
18 SHARES OF SPOTIFY TECHNOLOGY SA   2024-01-01 2025-10-30
328 SHARES OF 3I GROUP PLC UNSPONS ADR   2024-01-01 2025-11-21
187 SHARES OF ADYEN NV UNSPONS ADR   2024-01-01 2025-11-21
30 SHARES OF ARCH CAPITAL GROUP LTD   2024-01-01 2025-11-21
7 SHARES OF ASML HOLDING N.V. ADR   2024-01-01 2025-11-21
38 SHARES OF ASTRAZENECA GROUP PLC SPONSORED   2024-01-01 2025-11-21
58 SHARES OF BAE SYSTEMS PLC ADR   2024-01-01 2025-11-21
63 SHARES OF CANADIAN PACIFIC KANSAS CITY   2024-01-01 2025-11-21
90 SHARES OF COMPASS GROUP PLC SPONS ADR   2024-01-01 2025-11-21
117 SHARES OF COUPANG INC CL A   2024-01-01 2025-11-21
8 SHARES OF LINDE PLC   2024-01-01 2025-11-21
2 SHARES OF MERCADOLIBRE INC   2024-01-01 2025-11-21
138 SHARES OF MITSUBISHI HEAVY INDSTRS   2024-01-01 2025-11-21
230 SHARES OF NINTENDO CO LTD ADR   2025-01-01 2025-11-21
186 SHARES OF NU HLDGS LTD CL A   2024-01-01 2025-11-21
29 SHARES OF PHILIP MORRIS INTL INC   2025-01-01 2025-11-21
610 SHARES OF ROLLS-ROYCE HOLDINGS-SP ADR   2024-01-01 2025-11-21
67 SHARES OF SAFRAN SA UNSPONSORED ADR   2024-01-01 2025-11-21
23 SHARES OF SAP SE SPONS ADR   2025-01-01 2025-11-21
37 SHARES OF SEA LTD SPONS ADR   2024-01-01 2025-11-21
18 SHARES OF SHOPIFY INC CL A   2025-01-01 2025-11-21
5 SHARES OF SPOTIFY TECHNOLOGY SA   2024-01-01 2025-11-21
27 SHARES OF TAIWAN SEMICONDUCTOR SPON ADR   2024-01-01 2025-11-21
85 SHARES OF UBS GROUP AG   2024-01-01 2025-11-21
497 SHARES OF COMPASS GROUP PLC SPONS ADR   2024-01-01 2025-12-11
25000 PAR VALUE OF DOMINION RESOURCES   2024-01-01 2025-01-03
30000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-01-03
20000 PAR VALUE OF AMERICAN HONDA MTN   2024-01-01 2025-01-07
10000 PAR VALUE OF INTEL CORP   2024-01-01 2025-01-07
5000 PAR VALUE OF FLORIDA POWER   2024-01-01 2025-01-31
9000 PAR VALUE OF WEC ENERGY GROUP INC   2024-01-01 2025-02-19
15000 PAR VALUE OF CISCO SYSTEMS   2025-01-01 2025-02-21
10000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-02-26
10000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-02-26
15000 PAR VALUE OF UNITEDHEALTH GRP INC   2025-01-01 2025-03-05
15000 PAR VALUE OF FNMA   2024-01-01 2025-03-06
10000 PAR VALUE OF MERCK & CO INC   2024-01-01 2025-03-27
5000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-03-27
20000 PAR VALUE OF GENERAL DYNAMICS   2024-01-01 2025-04-01
5000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-04-01
5000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-05-05
10000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-05-05
15000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-05-05
20000 PAR VALUE OF TARGET CORP   2024-01-01 2025-06-02
20000 PAR VALUE OF TOYOTA MTR CRED MTN   2025-01-01 2025-06-06
20000 PAR VALUE OF CANADIAN IMP BK CONV   2025-01-01 2025-07-02
5000 PAR VALUE OF SIMON PROPERTY GROUP   2024-01-01 2025-07-02
10000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-08-12
10000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-08-12
10000 PAR VALUE OF FNMA   2024-01-01 2025-08-25
20000 PAR VALUE OF MORGAN STANLEY MTN   2024-01-01 2025-09-02
25000 PAR VALUE OF HOME DEPOT INC   2025-01-01 2025-09-04
5000 PAR VALUE OF PACCAR FINANCIAL COR   2024-01-01 2025-09-29
15000 PAR VALUE OF SIMON PROPERTY GROUP   2024-01-01 2025-09-29
10000 PAR VALUE OF U.S. TREASURY NOTES   2024-01-01 2025-10-29
5000 PAR VALUE OF U.S. TREASURY NOTES   2025-01-01 2025-10-29
25000 PAR VALUE OF ENTERPRISE PRODU   2024-01-01 2025-11-12
25000 PAR VALUE OF MCCORMICK & CO INC   2024-01-01 2025-11-25
VANGUARD INST TTL 0870   2024-01-01 2025-12-31
(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 12,439   10,453 1,986
b 4,899   4,083 816
c 8,366   5,072 3,294
d 12,858   12,027 831
e 5,317   5,894 -577
12,697   8,204 4,493
9,804   7,051 2,753
16,517   14,728 1,789
14,966   9,591 5,375
6,985   6,199 786
2,777   2,573 204
3,016   2,050 966
4,795   2,107 2,688
2,993   2,147 846
3,977   2,208 1,769
2,900   2,559 341
3,635   2,217 1,418
1,999   2,526 -527
3,508   2,289 1,219
3,357   2,321 1,036
3,068   2,398 670
3,051   2,415 636
2,805   2,457 348
3,321   2,510 811
11,847   6,563 5,284
2,845   2,035 810
4,099   1,826 2,273
1,959   1,857 102
3,640   1,868 1,772
1,952   1,871 81
1,499   1,883 -384
2,904   1,888 1,016
5,663   1,918 3,745
2,907   2,039 868
2,147   1,925 222
26,840   1,947 24,893
2,116   1,965 151
2,179   1,976 203
1,941   1,983 -42
2,875   1,999 876
3,829   2,738 1,091
1,881   2,021 -140
2,343   1,941 402
2,444   2,869 -425
4,297   3,376 921
2,311   2,932 -621
10,882   5,783 5,099
12,832   5,870 6,962
12,239   6,352 5,887
19,980   6,886 13,094
14,330   7,728 6,602
10,884   8,457 2,427
14,949   5,727 9,222
28,957   9,045 19,912
24,151   11,888 12,263
13,499   16,340 -2,841
19,458   18,389 1,069
24,078   19,735 4,343
15,348   24,893 -9,545
23,341   26,267 -2,926
7,325   9,866 -2,541
2,973   2,922 51
4,434   5,437 -1,003
    5,016 -5,016
4,112   2,948 1,164
4,138   3,240 898
4,491   3,290 1,201
1,768   1,804 -36
2,423   3,378 -955
3,262   3,531 -269
6,546   5,433 1,113
9,012   3,568 5,444
3,324   4,012 -688
3,306   4,055 -749
5,900   4,115 1,785
8,367   4,478 3,889
5,215   4,646 569
5,720   4,861 859
6,482   3,940 2,542
1,873   1,740 133
2,744   2,221 523
2,848   1,712 1,136
1,545   1,097 448
14,425   1,053 13,372
2,213   958 1,255
1,114   949 165
1,054   912 142
800   893 -93
373   880 -507
961   867 94
802   790 12
415   758 -343
1,197   686 511
7,596     7,596
51   45 6
22   20 2
13   9 4
3   2 1
3,423     3,423
13,906   9,013 4,893
13,491   11,775 1,716
7,433   9,563 -2,130
4,031     4,031
8,918   7,797 1,121
1,818   1,715 103
6,721     6,721
10,987   5,381 5,606
23,958     23,958
13,732   11,263 2,469
12,683   11,947 736
8,711   6,563 2,148
9,216   7,726 1,490
9,106   5,034 4,072
15,494   13,525 1,969
951   1,098 -147
818   445 373
891   1,155 -264
1,092   1,399 -307
2,286   1,421 865
1,617   1,453 164
2,245   1,454 791
1,386   1,463 -77
1,286   1,468 -182
954   1,399 -445
1,103   1,472 -369
1,630   1,556 74
3,318   1,599 1,719
2,228   1,600 628
1,907   1,641 266
    1,669 -1,669
8,113   1,712 6,401
2,966   1,108 1,858
9,970   1,378 8,592
1,480   1,555 -75
2,642   1,280 1,362
1,320   1,350 -30
1,695   1,344 351
    1,336 -1,336
399   1,315 -916
1,464   1,184 280
4,687   1,311 3,376
1,306   1,188 118
1,019   1,287 -268
1,473   1,167 306
858   1,157 -299
18,034   17,419 615
22,808   17,295 5,513
14,649   17,174 -2,525
13,999   16,991 -2,992
22,493   24,501 -2,008
16,099   16,189 -90
17,950   17,466 484
17,733   16,070 1,663
15,328   15,791 -463
16,762   15,762 1,000
14,854   15,668 -814
15,043   15,598 -555
15,639   16,833 -1,194
6,249   1,294 4,955
5,724     5,724
14,209   19,150 -4,941
17,704   19,217 -1,513
23,009   24,570 -1,561
16,117   19,900 -3,783
20,520   20,385 135
19,494   20,497 -1,003
16,961   21,291 -4,330
16,652   21,611 -4,959
25,793   27,434 -1,641
23,146   23,159 -13
25,779   34,649 -8,870
25,453   29,065 -3,612
30,143   34,379 -4,236
16,346   15,585 761
15,808   19,119 -3,311
15,512   15,141 371
8,617   7,064 1,553
13,477   15,005 -1,528
8,577   8,520 57
8,897   8,249 648
5,821   8,164 -2,343
7,061   8,055 -994
7,421   8,028 -607
5,523   6,448 -925
7,156   8,808 -1,652
5,044   4,563 481
166   147 19
8,219   2,718 5,501
2,604   2,339 265
33,253   37,148 -3,895
1,678   1,315 363
1,679   1,473 206
5,056   4,465 591
8,032   9,270 -1,238
10,297   9,823 474
8,278   8,774 -496
13,761   14,358 -597
14,912   14,225 687
15,886   14,093 1,793
16,992   13,980 3,012
12,010   13,865 -1,855
15,246   13,745 1,501
9,868   13,699 -3,831
11,372   13,324 -1,952
11,288   12,182 -894
8,847   11,742 -2,895
10,867   11,297 -430
9,265   11,185 -1,920
10,084   11,181 -1,097
11,474   11,059 415
9,222   10,937 -1,715
16,644   15,096 1,548
311,174   266,283 44,891
6,546   5,791 755
5,269   4,609 660
6,849   3,076 3,773
8,313   1,385 6,928
7,155   4,932 2,223
9,563   2,585 6,978
13,296   13,717 -421
17,097   9,729 7,368
1,534     1,534
7,550   8,842 -1,292
    7,143 -7,143
9,458   10,425 -967
13,846   15,021 -1,175
1,800   799 1,001
5,810   9,790 -3,980
6,629     6,629
16,092   10,913 5,179
1,733   3,989 -2,256
7,297   6,460 837
21,098   10,780 10,318
2,013   5,802 -3,789
    465 -465
11,761   12,084 -323
4,773   4,784 -11
1,266   1,501 -235
11,900   4,256 7,644
    5,737 -5,737
2,828   3,206 -378
9,696   13,063 -3,367
2,860   2,356 504
7,618   9,074 -1,456
14,695   9,283 5,412
14,448   5,885 8,563
16,018   16,553 -535
    393 -393
2,513   3,090 -577
6,796   3,794 3,002
9,634   11,343 -1,709
5,523   6,504 -981
2,817   2,706 111
4,945   4,236 709
5,252   3,348 1,904
7,366   4,618 2,748
3,546   2,364 1,182
8,503   4,082 4,421
3,151   2,259 892
16,567   15,049 1,518
17,943   10,946 6,997
14,761   14,088 673
10,229   10,071 158
9,883   7,390 2,493
6,913   4,422 2,491
8,797   4,693 4,104
21,500   29,949 -8,449
3,628   2,649 979
4,335   3,380 955
3,711   2,046 1,665
3,786   3,274 512
2,996   704 2,292
2,675   2,798 -123
3,273   2,954 319
6,859   3,397 3,462
2,016   2,171 -155
3,600   1,766 1,834
4,075   3,244 831
3,310   3,311 -1
2,502   1,684 818
3,770   2,972 798
3,692   4,760 -1,068
2,589   1,401 1,188
3,121   1,552 1,569
2,269   2,127 142
3,192   2,223 969
2,257   2,139 118
8,353   8,394 -41
2,997   2,629 368
1,326   806 520
1,204   701 503
5,870   4,712 1,158
3,756   1,497 2,259
705   384 321
8,567   3,343 5,224
731   344 387
7,946   5,896 2,050
3,021   3,018 3
3,048   2,829 219
9,218   6,529 2,689
5,372   2,519 2,853
19,795   6,299 13,496
4,163   2,224 1,939
4,461   2,254 2,207
11,028   9,664 1,364
16,906   29,985 -13,079
15,018   6,795 8,223
6,462   2,876 3,586
11,857   5,602 6,255
3,510   3,394 116
2,786   2,809 -23
2,787   2,456 331
6,740   1,232 5,508
3,466   2,874 592
5,201   3,057 2,144
4,402   2,487 1,915
2,910   2,539 371
3,105   2,595 510
3,294   2,680 614
3,858   2,802 1,056
3,415   1,598 1,817
4,841   5,404 -563
2,912   2,127 785
4,504   5,292 -788
8,310   4,430 3,880
5,566   2,933 2,633
5,437   5,704 -267
4,835   2,517 2,318
2,639   3,026 -387
2,927   1,393 1,534
7,417   4,370 3,047
3,135   2,586 549
15,639   14,018 1,621
24,843   24,799 44
29,863   30,019 -156
19,503   19,942 -439
9,999   10,000 -1
5,004   4,998 6
7,568   9,013 -1,445
15,145   14,970 175
9,737   9,929 -192
9,757   9,757 0
15,083   14,975 108
14,724   14,968 -244
9,950   9,992 -42
4,885   4,964 -79
19,309   19,969 -660
4,889   4,964 -75
4,905   4,964 -59
9,811   9,811 0
14,836   15,037 -201
19,308   19,966 -658
20,082   19,989 93
20,384   20,294 90
4,971   5,031 -60
9,762   9,762 0
9,774   9,918 -144
10,000   9,978 22
19,888   19,850 38
25,433   25,134 299
5,086   4,996 90
14,962   15,013 -51
9,834   9,834 0
5,035   4,999 36
25,166   25,056 110
24,811   24,951 -140
190,000   138,197 51,803
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       1,986
b       816
c       3,294
d       831
e       -577
      4,493
      2,753
      1,789
      5,375
      786
      204
      966
      2,688
      846
      1,769
      341
      1,418
      -527
      1,219
      1,036
      670
      636
      348
      811
      5,284
      810
      2,273
      102
      1,772
      81
      -384
      1,016
      3,745
      868
      222
      24,893
      151
      203
      -42
      876
      1,091
      -140
      402
      -425
      921
      -621
      5,099
      6,962
      5,887
      13,094
      6,602
      2,427
      9,222
      19,912
      12,263
      -2,841
      1,069
      4,343
      -9,545
      -2,926
      -2,541
      51
      -1,003
      -5,016
      1,164
      898
      1,201
      -36
      -955
      -269
      1,113
      5,444
      -688
      -749
      1,785
      3,889
      569
      859
      2,542
      133
      523
      1,136
      448
      13,372
      1,255
      165
      142
      -93
      -507
      94
      12
      -343
      511
      7,596
      6
      2
      4
      1
      3,423
      4,893
      1,716
      -2,130
      4,031
      1,121
      103
      6,721
      5,606
      23,958
      2,469
      736
      2,148
      1,490
      4,072
      1,969
      -147
      373
      -264
      -307
      865
      164
      791
      -77
      -182
      -445
      -369
      74
      1,719
      628
      266
      -1,669
      6,401
      1,858
      8,592
      -75
      1,362
      -30
      351
      -1,336
      -916
      280
      3,376
      118
      -268
      306
      -299
      615
      5,513
      -2,525
      -2,992
      -2,008
      -90
      484
      1,663
      -463
      1,000
      -814
      -555
      -1,194
      4,955
      5,724
      -4,941
      -1,513
      -1,561
      -3,783
      135
      -1,003
      -4,330
      -4,959
      -1,641
      -13
      -8,870
      -3,612
      -4,236
      761
      -3,311
      371
      1,553
      -1,528
      57
      648
      -2,343
      -994
      -607
      -925
      -1,652
      481
      19
      5,501
      265
      -3,895
      363
      206
      591
      -1,238
      474
      -496
      -597
      687
      1,793
      3,012
      -1,855
      1,501
      -3,831
      -1,952
      -894
      -2,895
      -430
      -1,920
      -1,097
      415
      -1,715
      1,548
      44,891
      755
      660
      3,773
      6,928
      2,223
      6,978
      -421
      7,368
      1,534
      -1,292
      -7,143
      -967
      -1,175
      1,001
      -3,980
      6,629
      5,179
      -2,256
      837
      10,318
      -3,789
      -465
      -323
      -11
      -235
      7,644
      -5,737
      -378
      -3,367
      504
      -1,456
      5,412
      8,563
      -535
      -393
      -577
      3,002
      -1,709
      -981
      111
      709
      1,904
      2,748
      1,182
      4,421
      892
      1,518
      6,997
      673
      158
      2,493
      2,491
      4,104
      -8,449
      979
      955
      1,665
      512
      2,292
      -123
      319
      3,462
      -155
      1,834
      831
      -1
      818
      798
      -1,068
      1,188
      1,569
      142
      969
      118
      -41
      368
      520
      503
      1,158
      2,259
      321
      5,224
      387
      2,050
      3
      219
      2,689
      2,853
      13,496
      1,939
      2,207
      1,364
      -13,079
      8,223
      3,586
      6,255
      116
      -23
      331
      5,508
      592
      2,144
      1,915
      371
      510
      614
      1,056
      1,817
      -563
      785
      -788
      3,880
      2,633
      -267
      2,318
      -387
      1,534
      3,047
      549
      1,621
      44
      -156
      -439
      -1
      6
      -1,445
      175
      -192
      0
      108
      -244
      -42
      -79
      -660
      -75
      -59
      0
      -201
      -658
      93
      90
      -60
      0
      -144
      22
      38
      299
      90
      -51
      0
      36
      110
      -140
      51,803
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 2 466,025
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 16,527
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 16,527
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 16,527
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 17,247
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,247
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 720
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax720 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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)
NJ
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressN/A
14
The books are in care ofCIRCUMFERENCE FS USA INC Telephone no. (302) 651-1000

Located at1100 NORTH MARKET STREET 4TH FLWILMINGTONDE ZIP+419890
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
KEVIN LUING PRESIDENT/TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
RANDY LUING TREASURER/TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
TIMOTHY LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
HEATHER HILL SECRETARY
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
ALLISON LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
BRETT LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
COURTNEY LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
DANIELLE LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
KELSEY LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
MAXWELL LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
HEATHER LUING GARRIGAN TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
MATTHEW LUING TRUSTEE
2.00 		0 0 0
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
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
CIRCUMFERENCE FS (USA) INC INVESTMENT MANAGEMENT & ACCTNG FEES 75,399
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
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.........................0
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
27,557,102
b
Average of monthly cash balances.......................
1b
47,316
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
27,604,418
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
27,604,418
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
414,066
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,190,352
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,359,518
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
1,359,518
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
16,527
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,527
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,342,991
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,342,991
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
1,342,991
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
1,262,707
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,262,707
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 1,342,991
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,215,762
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,262,707
a Applied to 2024, but not more than line 2a 1,215,762
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..... 46,945
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 .......... 		1,296,046
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 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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 e-mail address of the person to whom applications should be addressed:
RANDY LUING
44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424
(201) 291-1111
bThe form in which applications should be submitted and information and materials they should include:
LETTER CONTAINING STATEMENT OF PROGRAM AND AMOUNT OF FUNDING REQUESTED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CURRENTLY LIMITED TO MEDICAL, EDUCATIONAL, AND COMMUNITY PROGRAMS. NO GRANTS WILL BE MADE TO INDIVIDUALS.
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

ALL HANDS & HEARTS

82 COUNTY ROAD PMB 79
MATTAPOISETT,MA02739 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

ALS ASSOCIATION

1300 WILSON BOULEVARD SUITE 600
ARLINGTON,VA22209 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 20,000

ALS THERAPY DEVELOPMENT INSTITUTE

480 ARSENAL STREET SUITE 201
WATERTOWN,MA02472 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 20,000

ALZHEIMER'S ASSOCIATION

425 EAGLE ROCK AVENUE SUITE 203
ROSELAND,NJ07068 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

AMERICAN FRIENDS OF JAMAICA

1697 BROADWAY SUITE 501
NEW YORK,NY10019 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA500370839 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 15,000

ARBOR DAY FOUNDATION

211 N 12TH STREET SUITE 501
LINCOLN,NE685081411 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

BIG BROTHERS BIG SISTERS OF COASTAL & NORTHERN NEW JERSEY INC

305 BOND STREET 2ND FLOOR
ASBURY PARK,NJ07712 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

BIG BROTHERS BIG SISTERS OF ESSEX HUDSON AND UNION COUNTIES NJ INC

550 BROAD STREET SUITE 604
NEWARK,NJ07102 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

BIG BROTHERS BIG SISTERS OF NEW YORK CITY

40 RECTOR STREET 11TH FLOOR
NEW YORK,NY10006 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

BLUE DRAGON CHILDREN'S FOUNDATION

PO BOX 620967
LITTLETON,CO80162 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

BOYS & GIRLS CLUBS IN NEW JERSEY

822 CLIFTON AVENUE 2ND FLOOR
CLIFTON,NJ07013 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

BRAVER ANGELS INC

733 THIRD AVE 16TH FLOOR
NEW YORK,NY10017 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

BREAKTHROUGH T1D (FORMERLY JDRF)

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 35,000

BROADWAY CARESEQUITY FIGHTS AIDS

165 WEST 46TH STREET SUITE 1300
NEW YORK,NY10036 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

CALIFORNIA FIRE FOUNDATION

1780 CREEKSIDE OAKS DRIVE
SACRAMENTO,CA95833 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

CANCER RESEARCH INSTITUTE INC

29 BROADWAY FLOOR 4
NEW YORK,NY10006 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

CAPE REGIONAL FOUNDATION

TWO STONE HARBOR BLVD
CAPE MAY COURT HOUSE,NJ08210 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 500,000

CELIAC DISEASE FOUNDATION

21300 VICTORY BOULEVARD SUITE 300
WOODLAND HILLS,CA91367 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

CENTRAL TEXAS COMMUNITY FOUNDATION

302 N LAMPASAS STREET
ROUND ROCK,TX78664 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

COMMUNITY FOOD BANK OF NEW JERSEY INC

31 EVANS TERMINAL
HILLSIDE,NJ07205 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 75,000

COVENANT HOUSE NEW JERSEY INC

330 WASHINGTON STREET
NEWARK,NJ07102 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

FAMILY PROMISE OF CAPE MAY COUNTY

505 TOWN BANK ROAD
N CAPE MAY,NJ08204 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 50,000

FOOTPRINT PROJECT

PO BOX 19389
NEW ORLEANS,LA70179 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

HABITAT FOR HUMANITY NEW YORK CITY

111 JOHN STREET 23RD FLOOR
NEW YORK,NY10038 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 20,000

HABITAT FOR HUMANITY NEWARK INC

PO BOX 32189
NEWARK,NJ07102 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

HEARING HEALTH FOUNDATION

575 EIGHT AVENUE 1201
NEW YORK,NY10018 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 20,000

INTERNATIONAL COMMITTEE OF THE RED CROSS

19 AVENUE DE LA PAIX
GENEVA    
SZ 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

JOHNS HOPKINS HOSPITAL

1830 E MONUMENT STREET SUITE 9026
BALTIMORE,MD21287 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

LAND CONSERVANCY OF NEW JERSEY

19 BOONTON AVENUE
BOONTON,NJ07005 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

MAKE-A-WISH FOUNDATION OF METRO NEW YORK INC

1745 BROADWAY 22ND FLOOR EAST
NEW YORK,NY10019 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

NATIONAL MS SOCIETY

ASPEN CORPORATE PARK 11480 U S
HIGHWAY 9 NORTH SUITE 301
WOODBRIDGE,NJ07095 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

NO KID HUNGRY

1401 MASSACHUSETTS AVE NW SUITE 400
WASHINGTON,DC20005 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

NORTH JERSEY VILLAGES INC

233 ROCK ROAD
GLEN ROCK,NJ07452 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

PULMONARY FIBROSIS FOUNDATION

230 EAST OHIO STREET SUITE 304
CHICAGO,IL606113201 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 25,000

RISE FOR REW

515 N FLAGLER DR SUITE 1125
WEST PALM BEACH,FL33401 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 1,000

SEEING EYE INC

PO BOX 375
MORRISTOWN,NJ079630375 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000

SIERRA CLUB FOUNDATION

2101 WEBSTER STREET
OAKLAND,CA94612 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

STONE HARBOR FIRE DEPARTMENT

PO BOX 539
STONE HARBOR,NJ08247 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 1,000

THE LUSTGARTEN FOUNDATION

504 RXR PLAZA
UNIONDALE,NY11556 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 1,000

THE ROOTS FUND INCORPORATED

1127 HIGH RIDGE RD 117
STAMFORD,CT06905 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

UNIVERSITY OF IOWA FOUNDATION

101 JESSUP HALL
IOWA CITY,IA52242 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 50,000

WETLANDS INSTITUTE

1075 STONE HARBOR BOULEVARD
STONE HARBOR,NJ08247 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 10,000

WORLD CENTRAL KITCHEN

PO BOX 96538
WASHINGTON,DC20090 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 15,000

WORLD RESOURCES INSTITUTE

10 G STREET NE SUITE 800
WASHINGTON,DC20002 		NONE   TO SUPPORT CHARITABLE ENDEAVORS 5,000
Total ................................. 3a 1,243,000
bApproved for future payment
Total ................................. 3b 0
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 ........... 		    14 68,406  
4 Dividends and interest from securities ....     14 726,013  
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 ............ 		    18 466,025  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 217  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,260,661 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,260,661
(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.)
1 NOT APPLICABLE
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
LARRY L LUING FAMILY FOUNDATION INC
 
Employer identification number

22-3564439
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
LARRY L LUING FAMILY FOUNDATION INC
  		Employer identification number
22-3564439
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LARRY L LUING REVOCABLE TRUST
64 EAST MIDLAND AVE SUITE 7
 
PARAMUS, NJ07652

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
LARRY L LUING FAMILY FOUNDATION INC
  		Employer identification number

22-3564439
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
LARRY L LUING FAMILY FOUNDATION INC
  		Employer identification number

22-3564439
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,093 0   15,093

TY 2025 InvestmentsCorpBondsSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Name of Bond End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED CORPORATE BONDS 3,519,625 3,402,504

TY 2025 InvestmentsCorpStockSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES 15,303,000 23,454,368

TY 2025 InvestmentsGovtObligationsSch
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
US Government Securities - End of Year Book Value:

1,362,118
US Government Securities - End of Year Fair Market Value:

1,367,616
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS AT COST 283,406 292,394

TY 2025 OtherDecreasesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Description Amount
FMV DIFFERENTIAL ADJUSTMENT FROM PRIOR PERIOD 10


TY 2025 OtherExpensesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 4,614 0   4,614


TY 2025 OtherIncomeSchedule2
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 217 217 217


TY 2025 OtherProfessionalFeesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 71,693 71,693   0


TY 2025 SubstantialContributorsSch
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Name Address
LARRY L LUING REVOCABLE TRUST 44 RIFLE CAMP ROAD
WOODLAND PARK,NJ07424


TY 2025 TaxesSchedule
Name:
LARRY L LUING FAMILY FOUNDATION INC
EIN:
22-3564439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,179 0   0
FORM 990-PF EXCISE TAX 36,393 0   0