TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
THE CRUZ FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address) 2 CLUB WAY
Room/suite

City or town
RUMSON

State or province
NJ

Country

ZIP or foreign postal code
07760

A Employer identification number

45-4089937

B Telephone number (see instructions)

9172927145

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,154,218J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	125,569		127,004
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		33,434
b	Gross sales price for all assets on line 6a 374,329
7	Capital gain net income (from Part IV, line 2)...			35,971
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).......	List of Attached Documents: // Content	48	48
12	Total. Add lines 1 through 11........	159,051		163,023
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	27,499	27,499	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,479	2,288	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	36,978		29,787	0
25	Contributions, gifts, grants paid.......	184,500			184,500
26	Total expenses and disbursements. Add lines 24 and 25 ................	221,478		29,787	184,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-62,427
b	Net investment income (if negative, enter -0-)			133,236
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	2,697	26,129	26,129
	2	Savings and temporary cash investments.........	191,739	100,433	100,433
	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)	0	List of Attached Documents: // Content 37,068	37,866
	b	Investments—corporate stock (attach schedule).......	1,302,592	List of Attached Documents: // Content 1,287,785	1,760,846
	c	Investments—corporate bonds (attach schedule).......	678,370	List of Attached Documents: // Content 656,155	684,320
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,333,524	List of Attached Documents: // Content 1,336,000	1,544,624
	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)	3,508,922	3,443,570	4,154,218
	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
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	3,508,922	3,443,570
	29	Total net assets or fund balances (see instructions).....	3,508,922	3,443,570
	30	Total liabilities and net assets/fund balances (see instructions).	3,508,922	3,443,570

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,508,922

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

-62,427

Other increases not included in line 2 (itemize)

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

3,446,495

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

2,925

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

3,443,570

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
1 a	PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	374,329	338,358	35,971
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			35,971
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	35,971
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,852
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	1,852
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	1,852
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	5,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	5,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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	3,148
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax3,148	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

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

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

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofSUSAN CRUZ BARKEY Telephone no. (917) 292-7145

Located at2 CLUB WAYRUMSONNJ ZIP+407760

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check .........

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
SHARON CRUZ	PRESIDENT 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	PRESIDENT 0.50	0	0	0
SUSAN CRUZ BARKEY	VICE PRESIDENT 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	VICE PRESIDENT 0.50	0	0	0
ROBIN CRUZ MCCLEARN	SECRETARY/TREASURER 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	SECRETARY/TREASURER 0.50	0	0	0
KELLY CRUZ MCCULLERS	FOUNDATION MANAGER 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	FOUNDATION MANAGER 0.50	0	0	0
JEFFREY CRUZ	FOUNDATION MANAGER 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	FOUNDATION MANAGER 0.50	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,883,271

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

235,527

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

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

4,118,798

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,118,798

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

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

61,782

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

4,057,016

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

202,851

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

202,851

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

1,852

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

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

1,852

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

200,999

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

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

200,999

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

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

200,999

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

184,500

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

184,500

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				200,999
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			9,790
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: $ 184,500
a Applied to 2024, but not more than line 2a			9,790
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.....				174,710
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 ..........				26,289
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

SHARON CRUZ

SUSAN CRUZ BARKEY

ROBIN CRUZ MCCLEARN

KELLY CRUZ MCCULLERS

JEFFREY CRUZ

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
122 EAST 66TH STREET FOUNDATION INC 122 EAST 66TH STREET NEW YORK,NY10065	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	500
15-10 FOUNDATION 713 BIGLEY AVENUE CHARLESTON,WV25302	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK CITY INC 360 LEXINGTON AVENUE 3RD FLOOR NEW YORK,NY10017	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
BLAIR IN KENYA INC 2 PARK STREET BLAIRSTOWN,NJ07825	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
BOCA GRANDE HEALTH CLINIC FOUNDATION INC 320 PARK AVENUE BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
BOCA GRANDE HISTORICAL SOCIETY INC 240 BANYAN STREET BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	1,000
BOCA GRANDE WOMAN'S CLUB INC 131 1ST STREET W BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	2,500
BOYS & GIRLS CLUB OF MONMOUTH COUNTY 1201 MONROE AVENUE ASBURY PARK,NJ07712	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	55,000
BRONXWORKS INC 60 E TREMONT AVENUE BRONX,NY10453	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
COALITION FOR THE HOMELESS INC 129 FULTON STREET NEW YORK,NY10038	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
COMMON GOOD ATLANTA INC 128 HURT STREET NE ATLANTA,GA30307	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW,IL60026	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER INC PO BOX 1222 BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	2,000
GASPARILLA ISLAND CONSERVATION AND IMPROVEMENT ASSOCIATION INC PO BOX 446 BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	1,500
GREENPEACE FUND INC 1300 EYE STREET NW SUITE 1100 EAST WASHINGTON,DC20005	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
HELPING HANDS NJ 14 RED ROAD CHATHAM,NJ07928	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
HOPE PROGRAM INC 1 SMITH STREET 4TH FLOOR BROOKLYN,NY11201	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
JACK LANGERMAN COMMUNITY FOUNDATION INC 7910 GREENTREE ROAD BETHESDA,MD20817	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
JOHANN FUST LIBRARY FOUNDATION INC 1040 WEST 10TH STREET BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	2,000
NATIONAL EATING DISORDERS ASSOCIATION 333 MAMARONECK AVENUE STE 214 WHITE PLAINS,NY10605	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
NEWNAN COWETA HUMANE SOCIETY INC PO BOX 785 NEWNAN,GA30264	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
PLANNED PARENTHOOD OF GREATER NEW YORK INC 26 BLEECKER STREET NEW YORK,NY10012	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND,NY10306	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
THE ISLAND SCHOOL INC PO BOX 1090 BOCA GRANDE,FL33921	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
WEST END RESIDENCES HDFC INC 475 RIVERSIDE DRIVE STE 740 NEW YORK,NY10115	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
WEST SIDE CENTER FOR COMMUNITY LIFE INC 263 WEST 86TH STREET NEW YORK,NY10024	NONE		UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
Total ................................. 3a				184,500

bApproved for future payment

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

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	125,569
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 .....			14	48
8 Gain or (loss) from sales of assets other than inventory ............			18	33,434
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		159,051	0

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

159,051

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ENCOMPASS HEALTH CORP (29261AAB6), 13,000 FACE VALUE	12,556	13,213
HCA INC NTS B/E (404119CA5), 10,000 FACE VALUE	8,826	9,743
TRANSDIGM INC NTS B/E (893647BQ9), 20,000 FACE VALUE	19,435	20,111
AT&T INC B/E (00206RHJ4), 3,000 FACE VALUE	2,887	3,061
AT&T INC NTS B/E (00206RHW5), 14,000 FACE VALUE	14,374	14,175
B A T CAPITAL CORP NTS (05526DBN4), 3,000 FACE VALUE	2,832	3,103
B A T CPTL CORP NTS B/E (054989AB4), 14,000 FACE VALUE	14,531	15,843
TENET HEALTHCARE CORP (88033GDQ0), 5,000 FACE VALUE	5,105	5,130
TENET HEALTHCARE CORP (88033GDK3), 12,000 FACE VALUE	11,640	12,238
HP INC B/E (40434LAL9), 14,000 FACE VALUE	12,575	13,728
SVC CORP INTL NTS B/E (817565CH5), 3,000 FACE VALUE	2,972	3,090
SVC CORP INTL NTS B/E (817565CE2), 5,000 FACE VALUE	5,198	5,054
HCA INC NTS B/E (404121AJ4), 5,000 FACE VALUE	5,333	5,253
TRIMBLE NAV LTD B/E (896239AC4), 3,000 FACE VALUE	3,192	3,051
AMERICAN TOWER CORP B/E (03027XBZ2), 7,000 FACE VALUE	7,139	7,503
YUM! BRANDS INC B/E (988498AR2), 5,000 FACE VALUE	4,931	5,130
FLEX LTD NTS B/E (33938XAE5), 15,000 FACE VALUE	15,154	15,903
ALLEGION PLC B/E (01748TAB7), 16,000 FACE VALUE	15,288	15,751
FLIR SYSTEMS INC NTS B/E (302445AE1), 5,000 FACE VALUE	4,617	4,680
WILLIS NORTH AMER INC OBP (970648AM3), 9,000 FACE VALUE	9,224	9,360
WILLIS NORTH AMER INC (970648AJ0), 3,000 FACE VALUE	2,599	2,883
WILLIS GROUP N AMER B/E (970648AG6), 3,000 FACE VALUE	2,859	3,062
GENUINE PARTS CO B/E (372460AD7), 11,000 FACE VALUE	12,245	12,371
GLOBAL PAYMENTS INC B/E (37940XAD4), 19,000 FACE VALUE	16,229	17,702
WABTEC CORP NTS B/E (960386AR1), 2,000 FACE VALUE	2,040	2,140
WABTEC B/E (960386AM2), 13,000 FACE VALUE	13,501	13,342
ALTRIA GROUP INC B/E (02209SBD4), 14,000 FACE VALUE	13,649	14,502
VERIZON COMM INC NTS B/E (92343VGJ7), 15,000 FACE VALUE	12,827	13,825
VERIZON COMM INC NTS B/E (92343VER1), 3,000 FACE VALUE	2,896	3,062
AMERICAN TOWER CORP B/E (03027XAW0), 6,000 FACE VALUE	5,654	5,998
TRIMBLE NAV LTD B/E (896239AE0), 10,000 FACE VALUE	10,472	10,964
EXPEDIA INC B/E (30212PAP0), 17,000 FACE VALUE	15,906	17,154
BLOCK FINANCIAL LLC B/E (093662AH7), 3,000 FACE VALUE	2,636	2,936
SERVICE CORP INTL B/E (817565CD4), 11,000 FACE VALUE	11,230	11,009
LKQ CORP NTS B/E (501889AF6), 13,000 FACE VALUE	13,294	13,976
OLIN CORP B/E (680665AL0), 16,000 FACE VALUE	15,427	16,461
CONAGRA BRANDS INC B/E OBP (205887CL4), 12,000 FACE VALUE	11,990	12,588
CONAGRA FOODS INC B/E (205887CC4), 3,000 FACE VALUE	2,959	3,061
CROWN CASTLE INC B/E (22822VBG5), 11,000 FACE VALUE	10,824	11,324
CROWN CASTLE INC NTS B/E (22822VBD2), 4,000 FACE VALUE	4,032	4,171
ORACLE CORP B/E (68389XCJ2), 15,000 FACE VALUE	15,114	15,813
ENCOMPASS HEALTH CORP NTS (29261AAA8), 7,000 FACE VALUE	6,790	7,119
NETAPP INC NTS B/E (64110DAN4), 15,000 FACE VALUE	15,402	15,979
MOTOROLA SOLUTIONS INC NTS B/E (620076CB3), 3,000 FACE VALUE	3,001	3,182
MOTOROLA SOLUTIONS INC (620076BW8), 11,000 FACE VALUE	11,179	11,638
EAGLE MATERIALS INC B/E (26969PAB4), 17,000 FACE VALUE	14,475	15,666
MOLSON COORS BREWING CO (60871RAG5), 17,000 FACE VALUE	17,029	17,142
DICK'S SPORTING GOODS B/E (253393AF9), 20,000 FACE VALUE	15,725	18,695
PAYCHEX INC B/E (704326AC1), 14,000 FACE VALUE	14,218	14,846
PHILIP MORRIS INTL INC (718172CW7), 5,000 FACE VALUE	5,250	5,294
BLOCK FINANCIAL NTS B/E (093662AJ3), 16,000 FACE VALUE	14,942	15,450
IQVIA INC NTS B/E (46266TAF5), 14,000 FACE VALUE	14,635	15,130
SBA COMMUNICATIONS CORP (78410GAG9), 13,000 FACE VALUE	11,804	12,606
BOYD GAMING CORP NTS B/E (103304BU4), 15,000 FACE VALUE	14,529	15,040
BROWN & BROWN INC B/E (115236AM3), 15,000 FACE VALUE	15,125	15,437
L BRANDS INC NTS B/E (501797AL8), 4,000 FACE VALUE	4,074	4,093
L BRANDS INC NTS B/E (501797AR5), 15,000 FACE VALUE	15,058	15,421
CARLISLE COS INC B/E (142339AH3), 9,000 FACE VALUE	8,533	8,980
CARLISLE COS INC B/E (142339AL4), 3,000 FACE VALUE	2,551	2,642
FISERV INC NTS B/E (337738BH0), 13,000 FACE VALUE	13,366	13,689
CCO HLDGS LLC/CAP CORP (1248EPCN1), 6,000 FACE VALUE	5,460	5,430
CDW LLC / CDW FIN CORP (12513GBD0), 15,000 FACE VALUE	15,231	15,112
PHILIP MORRIS INTL INC B/E (718172DB2), 10,000 FACE VALUE	9,995	10,682
QUANTA SERVICES INC NTS (74762EAL6), 14,000 FACE VALUE	14,214	14,674
QORVO INC NTS B/E (74736KAH4), 17,000 FACE VALUE	17,377	16,909

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AIR PROD & CHEMICAL INC (APD), 95 SHARES	22,935	23,467
PROGRESSIVE CORP OHIO (PGR), 126 SHARES	12,399	28,693
POOL CORP (POOL), 49 SHARES	18,683	11,209
PAYPAL HOLDINGS INC (PYPL), 65 SHARES	6,056	3,795
ORACLE CORP (ORCL), 169 SHARES	15,097	32,940
OLLIE'S BARGAIN OUTLET HOLDI (OLLI), 101 SHARES	9,180	11,071
OLD DOMINION FREIGHT LINES INC (ODFL), 106 SHARES	16,290	16,621
O REILLY AUTOMOTIVE INC (ORLY), 161 SHARES	8,394	14,685
NVIDIA CORP (NVDA), 419 SHARES	14,286	78,144
NOVO NORDISK A/S SPON ADR (NVO), 178 SHARES	11,104	9,057
NOVARTIS AG SPON ADR (NVS), 56 SHARES	5,060	7,721
NORFOLK STHN CORP (NSC), 118 SHARES	29,990	34,069
NORDSON CORP (NDSN), 66 SHARES	16,933	15,868
NIKE INC CL B (NKE), 91 SHARES	6,503	5,798
NEWMARKET CORP (NEU), 33 SHARES	11,788	22,680
NETFLIX INC (NFLX), 390 SHARES	13,419	36,566
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR (NSRGY), 150 SHARES	19,032	14,817
MONSTER BEVERAGE CORP NEW COM (MNST), 255 SHARES	11,441	19,551
MICROSOFT CORP (MSFT), 61 SHARES	16,324	29,501
META PLATFORMS INC CL A (META), 75 SHARES	20,981	49,507
MARTIN MARIETTA MATERIALS INC (MLM), 35 SHARES	13,941	21,793
LPL FINL HLDGS INC COM (LPLA), 65 SHARES	16,173	23,216
LENNOX INTL INC (LII), 27 SHARES	12,101	13,111
JOHNSON & JOHNSON COM (JNJ), 77 SHARES	13,861	15,935
INTUITIVE SURGICAL INC (ISRG), 17 SHARES	4,909	9,628
INTERACTIVE BROKERS GROUP INC CL A (IBKR), 404 SHARES	9,413	25,980
ILLUMINA INC (ILMN), 42 SHARES	9,366	5,508
HENRY JACK & ASSOC INC (JKHY), 81 SHARES	13,824	14,781
QUALCOMM INC (QCOM), 41 SHARES	5,589	7,013
REGENERON PHARMACEUTICALS INC (REGN), 19 SHARES	13,125	14,665
REPUBLIC SERVICES INC (RSG), 129 SHARES	21,130	27,338
ROCHE HLDG LTD SPONS ADR SWITZ ADR (RHHBY), 128 SHARES	5,314	6,600
ZEBRA TECHNOLOGIES CORP CL A (ZBRA), 47 SHARES	11,844	11,413
YUM! BRANDS INC (YUM), 39 SHARES	4,277	5,900
YUM CHINA HLDGS INC (YUMC), 36 SHARES	1,701	1,719
WORKDAY INC CL A (WDAY), 20 SHARES	4,875	4,296
WATSCO INC (WSO), 35 SHARES	13,839	11,793
WALT DISNEY CO (HOLDING CO) DISNEY COM (DIS), 143 SHARES	16,112	16,268
VISA INC CL A (V), 176 SHARES	36,706	61,725
VERTEX PHARMACEUTICAL INC (VRTX), 41 SHARES	12,090	18,588
UNIVERSAL DISPLAY CORP (OLED), 117 SHARES	22,496	13,663
UL SOLUTIONS INC CL A (ULS), 210 SHARES	11,349	16,561
TRIMBLE INC COM (TRMB), 148 SHARES	11,773	11,596
THOR INDUSTRIES INC (THO), 140 SHARES	15,952	14,374
THERMO FISHER SCIENTIFIC INC (TMO), 15 SHARES	7,998	8,692
THE COOPER COMPANIES INC (COO), 192 SHARES	17,994	15,736
TEXAS INSTRUMENTS (TXN), 100 SHARES	17,106	17,349
TESLA INC (TSLA), 133 SHARES	22,797	59,813
TELEDYNE TECHNOLOGIES INC (TDY), 32 SHARES	14,141	16,343
TE CONNECTIVITY PLC (TEL), 111 SHARES	16,589	25,254
STARBUCKS CORP (SBUX), 267 SHARES	24,894	22,484
SITEONE LANDSCAPE SUPPLY INC (SITE), 69 SHARES	10,934	8,595
SHOPIFY INC CL A (SHOP), 138 SHARES	8,320	22,214
SERVICETITAN INC CL A (TTAN), 128 SHARES	11,215	13,632
SEI INVESTMENTS CO (SEIC), 84 SHARES	4,884	6,890
SCHWAB CHARLES CORP NEW (SCHW), 273 SHARES	21,770	27,275
SALESFORCE, INC. (CRM), 57 SHARES	14,406	15,100
SAIA INC (SAIA), 39 SHARES	16,612	12,734
ROLLINS INC (ROL), 308 SHARES	13,625	18,486
HAMILTON LANE INC CL A (HLNE), 59 SHARES	9,090	7,924
LOWES COMPANIES INC (LOW), 48 SHARES	5,240	11,576
FEDEX CORP (FDX), 66 SHARES	13,841	19,065
CHUBB LTD CHF (CB), 84 SHARES	22,851	26,218
CHOICE HOTELS INTL INC NEW (CHH), 98 SHARES	11,908	9,335
CHEVRON CORP (CVX), 97 SHARES	16,413	14,784
CHEMED CORP NEW (CHE), 18 SHARES	10,844	7,701
BRIGHT HORIZONS FAMILY SOLUTIONS INC (BFAM), 99 SHARES	9,846	10,039
BOEING COMPANY (BA), 147 SHARES	27,898	31,917
BLOCK INC CL A (XYZ), 71 SHARES	6,290	4,621
BLACKROCK INC (BLK), 25 SHARES	16,804	26,759
BJS WHSL CLUB HLDGS INC (BJ), 128 SHARES	9,894	11,524
BERKSHIRE HATHAWAY INC NEW CL B (BRK.B), 88 SHARES	31,364	44,233
BERKLEY W R CORP (WRB), 302 SHARES	16,640	21,176
BENTLEY SYSTEMS INC CL B (BSY), 409 SHARES	21,157	15,609
AUTODESK INC (ADSK), 57 SHARES	14,675	16,873
APPLE INC (AAPL), 164 SHARES	27,678	44,585
AMAZON.COM INC (AMZN), 176 SHARES	21,498	40,624
ALTRIA GROUP INC (MO), 293 SHARES	15,427	16,894
ALPHABET INC CL C (GOOG), 296 SHARES	33,161	92,885
ALPHABET INC CL A (GOOGL), 105 SHARES	10,078	32,865
ALLEGION PLC (ALLE), 123 SHARES	15,749	19,584
ALIBABA GROUP HLDG LTD SPON ADR (BABA), 2 SHARES	145	293
CHURCH & DWIGHT CO INC (CHD), 154 SHARES	15,961	12,913
DEERE AND CO (DE), 13 SHARES	5,031	6,052
ZURN ELKAY WATER SOLUTION CORP (ZWS), 422 SHARES	13,085	19,619
EXPEDITORS INTL WASH INC (EXPD), 56 SHARES	5,741	8,345
EQUITABLE HLDGS INC (EQH), 360 SHARES	19,593	17,154
EXPONENT INC (EXPO), 104 SHARES	9,476	7,224
EQUIFAX INC (EFX), 62 SHARES	15,355	13,453
ENTEGRIS INC (ENTG), 176 SHARES	18,387	14,828
FACTSET RESH SYSTEMS INC (FDS), 15 SHARES	5,725	4,353

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

US Government Securities - End of Year Book Value:

37,068

US Government Securities - End of Year Fair Market Value:

37,866

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

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

- TIN:

TY 2025 InvestmentsOtherSchedule2

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS INSTITUTIONAL (GIOIX), 11,372.779	AT COST	276,956	284,660
EQUITIES - VANGUARD FTSE EMERGING MARKETS ETF (VWO), 4,038 SHARES	AT COST	157,181	217,083
PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SEC INCOME FUND INSTL (PPSIX), 26,2	AT COST	234,373	245,313
EQUITIES - VANGUARD TOTAL INTL STOCK INDEX FUND ETF (VXUS), 7,022 SHARES	AT COST	402,070	529,740
FIXED INCOME - XTRACKERS USD HIGH YIELD CORPORATE BOND ETF (HYLB), 7,272 SHA	AT COST	265,420	267,828

- TIN:

TY 2025 OtherDecreasesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Description	Amount
COST BASIS ADJUSTMENT	2,925

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	48	48	48

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
UBS FEES	27,499	27,499		0

- TIN:

TY 2025 TaxesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	7,191	0		0
FOREIGN TAX WITHHELD	2,288	2,288		0