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
Lester and Cathy Holze Jr
Private Foundation
Number and street (or P.O. box number if mail is not delivered to street address) 187 Old Forge Rd
  Room/suite
City or town
Elgin
State or province
IL
Country  
ZIP or foreign postal code
60123
A Employer identification number

84-6829113
B Telephone number (see instructions)

8478884770
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)$12,613J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 0 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
45,375     45,375
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,760     3,760
c Other professional fees (attach schedule)....        
17 Interest............... 31      
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
469      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 99     99
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
4,974      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,708 0   49,234
25 Contributions, gifts, grants paid....... 46,374 46,374
26 Total expenses and disbursements. Add lines 24 and 25 ................ 101,082 0   95,608
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -101,082
b Net investment income (if negative, enter -0-) 0
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............. 112,790 12,463 12,463
2 Savings and temporary cash investments.........      
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)..... 350 Click to see attachment
List of Attached Documents:
// Content
150 		150
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 113,140 12,613 12,613
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 ) Click to see attachment
List of Attached Documents:
// Content
1,695 		Click to see attachment
List of Attached Documents:
// Content
2,250
23 Total liabilities (add lines 17 through 22)......... 1,695 2,250
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 111,445 10,363
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)..... 111,445 10,363
30 Total liabilities and net assets/fund balances (see instructions). 113,140 12,613
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
111,445
2
Enter amount from Part I, line 27a .....................
2
-101,082
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,363
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,363
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.)
1a
b
c
d
e
(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
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
b
c
d
e
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  
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 0
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofLester Holze Telephone no. (847) 888-4770

Located at187 Old Forge RdElginIL ZIP+4601235018
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
Yes
 
(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)
Yes
 
(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)
Yes
 
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
Yes
 
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
 
No
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
Lester Holze Trustee
0.00 		0    
187 Old Forge Rd
Elgin,IL601235018
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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.........................  
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
0
b
Average of monthly cash balances.......................
1b
56,810
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
56,810
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
 
3
Subtract line 2 from line 1d.........................
3
56,810
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
852
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,958
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,798
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
2,798
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,798
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,798
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,798
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
95,608
b
Program-related investments—total from Part VIII-B..................
1b
 
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
95,608
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 2,798
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 4,291
b From 2021......  
c From 2022...... 48,265
d From 2023...... 46,552
e From 2024...... 53,640
f Total of lines 3a through e ........ 152,748
4Qualifying distributions for 2025 from Part
XI, line 4: $ 95,608
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 2,798
e Remaining amount distributed out of corpus 92,810
5 Excess distributions carryover applied to 2025.    
(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 5 245,558
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		4,291
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		241,267
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 48,265
c Excess from 2023 .... 46,552
d Excess from 2024 .... 53,640
e Excess from 2025 .... 92,810
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).)
Lester Holze
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
World Villages for Children


4200 Parliament Place Suite 230
Lanham,MD20706 		    To practice charity to the poor serving them in the name of Christ Jesus. To help children break free from a life of poverty. 120
St Thomas More Catholic Church


215 Thomas More Dr
Elgin,IL60123 		    To support the operating costs of mass and of providing spiritual guidance. 10,320
St Lawrence Seminary High School


301 Church St
Mt Calvary,WI53057 		    To provide a college preparatory education in a living Catholic community nurturing mature, well-rounded men of faith, who prepare for a life of ministry as priest, religious and lay leaders in the Church and world. 240
Sierra Club


2101 Webster St Suite 1300
Oakland,CA94612 		    To explore, enjoy, and protect the wild places of the earth; to practice and promote the responsible use of the earth's ecosystems and resources; to educate and enlist humanity to protect and restore the quality of the natural and human environment. 120
Sacred Heart Southern Missions


6050 Highway 161 N
Walls,MS38686 		    To staff and fund the programs and work of two Catholic elementary schools and eight Catholic social service offices. To staff a housing program and subsidize rent for low-income families. 240
Mercy Home for Boys Girls


1140 W Jackson Blvd
Chicago,IL60607 		    To provide care and shelter for young people near downtown Chicago. To provide a good education, life skills, career exploration and so much more. 182
Children's Home Aid Brightpoint


1701 W 63rd St
Chicago,IL60636 		    To advance the well-being of children by investing in families to disrupt the systemic and multi-generational cycle of racial, social and economic inequality. 120
Children International


2000 E Red Bridge Rd
Kansas City,MO64131 		    To invest in the lives of children and youth, build the healthy environments they need to thrive, and empower them to create lasting change in their own lives and communities to end poverty. 1,089
Diocese of Rockford


555 Colman Center Drive
Rockford,IL61108 		    To proclaim the Good News of salvation in word and deed, putting ourselves at God's service in turning human hears, attitudes, values and structures to the Reign of God. 1,200
National Wildlife Federation


11100 Wildlife Center Drive
Reston,VA20190 		    To improve ecological balance and safe access to clean water, air, and land to ensure that all wildlife, people, and ecosystems thrive. 50
Paradisus Dei


PO Box 19127
Houston,TX77224 		    To help families discover the superabundant graces God wants to give them to become witnesses to His love. 2,020
Corbella Clinic


101 E State St
South Elgin,IL60177 		    To offer free support and services for unplanned pregnancies and women's health. 407
American Red Cross


431 18th Street NW
Washington,DC20006 		    To prevent and alleviate human suffering in the face of emergencies. 50
Habitat for Humanity International


285 Peachtree Ctr Ave NE Ste 2700
Atlanta,GA30303 		    To bring people together to build homes, communities and hope through decent and affordable housing. 500
IL Firefighter's Association Founda


PO Box 77
Glen Carbon,IL62034 		    To offer training and support to firefighters across the state, helping prepare them for when an emergency happens. 5,250
Knights of Columbus Charities Inc


1 Columbus Plaza
New Haven,CT06510 		    To empower Catholic men to live their faith at home, in their parish, at work and in their community. 740
Society of St Vincent de Paul


7010 W 159th Street
Orland Park,IL60462 		    To serve the poor and provide others with the opportunity to serve. 250
Hope for Haitians


PO Box 5647
Rockford,IL61125 		    To extend aid, hope, and dignity to the poorest of the poor in the country of Haiti. 252
Fraternal Order of Police Lodge 4-C


4425 Harrison St
Hillside,IL60162 		    To improve the working conditions of law enforcement officers and the safety of those we serve through education, legislation, information, community involvement and employee representation. 4,200
Fraternal Order of Police Lodge 14-


PO Box 22
Geneva,IL60134 		    To improve the working conditions of law enforcement officers and the safety of those we serve through education, legislation, information, community involvement and employee representation. 4,000
Fraternal Order of Police Lodge 41-


5880 S 6th St
Springfield,IL62703 		    To improve the working conditions of law enforcement officers and the safety of those we serve through education, legislation, information, community involvement and employee representation. 2,500
Community Crisis Center Inc


PO Box 1390
Elgin,IL60121 		    To provide a 24-hour crisis hotline, temporary shelter, individual and group counseling, medical assistance, legal assistance, financial assistance, and more. 100
Priests For Life


PO Box 236695
Cocoa,FL32923 		    To galvanize the clergy to preach, teach, and mobilize their people more effectively in the effort to end abortion and euthanasia. 100
Catholic Relief Services


228 W Lexington St
Baltimore,MD21201 		    To carry out the commitment of the Bishops of the United States to assist the poor and vulnerable overseas. 50
Cross Catholic Outreach


2700 N Military Trl 300
Boca Raton,FL33427 		    To mobilize the global Catholic Church to transform the poor and their communities materially and spiritually for the glory of Jesus Christ. 50
St Edward Central Catholic High Sch


335 Locust Street
Elgin,IL60123 		    To nurture the discipleship of Jesus Christ and to promote excellence in education. To enable its students to develop lifelong skills and abilities that will help them become emphatic, responsible and productive citizens. 2,500
Catholic Medical Mission Board


33-01 11th Street
Long Island City,NY11106 		    To work in partnership globally to deliver locally sustainable, quality health solutions to women, children, and their communities. 50
St Jude Children's Research Hospita


262 Danny Thomas Place
Memphis,TN38105 		    To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. 50
Project Hope


1220 19th Street NW Suite 800
Washington,DC20036 		    To place power in the hands of local health care workers to save lives across the globe. 58
Archdiocese for the Military Servic


1025 Michigan Ave NE
Washington,DC20017 		    To provide the Catholic Church's full range of pastoral ministries and spiritual services to those in the United States Armed Forces. 50
Little City


1760 W Algonquin Road
Palatine,IL60067 		    To serve children and adults with intellectual and developmental disabilities by providing the best options and opportunities to live safely, learn continuously, explore creatively, and work productively throughout their lifetime. 50
Thomas More Society


309 W Washington Street Suite 1250
Chicago,IL60606 		    To champion life, family, and freedom through legal aid services. 50
Rockford Rescue Mission


715 West State St
Rockford,IL61102 		    To share hope and help in Jesus' name to move people from homelessness and despair toward personal and spiritual wholeness. 150
Boys Town


14100 Crawford Street
Boys Town,NE68010 		    To change the lives of children and families by helping change student behavior in classrooms to improve the learning environment and reduce suspensions, pioneering life-changing medical care for neuro-diverse children and those with communication challenges, providing parent education that helps heal troubled homes and create a successful path forward, creating an environment for youth who cannot safely stay at home to ensure they receive the education and preparation they need to grow into successful futures, delivering guidance and insight for families across the country who are encountering overwhelming challenges in today's world. 50
Feed the Children


333 N Meridian Ave
Oklahoma City,OK73107 		    To end childhood hunger. To provide children and families with the food and essentials kids need to grove and thrive. 53
David Horowitz Freedom Center


PO Box 55089
Sherman Oaks,CA91499 		    To defend free societies whose moral, cultural and economic foundations are under attack by enemies both secular and religious, at home and abroad. 50
And Then There Were None


PO Box 2571
Round Rock,TX78680 		    To provide financial, emotional, spiritual, and legal support to anyone wishing to leave the abortion industry. 50
Friends of the Earth


PO Box 7010
Merrifield,VA22116 		    To fight for a more healthy and just world. 50
Eagle Forum Education Legal Defense


7800 Bonhomme Avenue
Saint Louis,MO63105 		    To enable conservative and pro-family men and women to participate in the process of self-government and public policy making so that America will continue to be a land of individual liberty, respect for family integrity, public and private virtue, and private enterprise. 50
Elgin Mental Health Center


750 South State Street
Elgin,IL60123 		    To provide service for mental health. 100
40 Days For Life


4112 East 29th Street
Bryan,TX77802 		    To end abortion locally through prayer and fasting, community outreach, and a peaceful all-day vigil in front of abortion businesses. 50
America Needs Fatima


PO Box 341
Hanover,PA17331 		    To capture the heart and soul of America with the Message of Our Lady of Fatima by the home visitation program to distribute millions of rosaries, devotional items, and calendars. Other activities include Public Square Rosary Rallies, publications, e-mail campaigns and protests against blasphemies. 50
Food Water Watch


1616 P St NW Suite 300
Washington,DC20036 		    To protect our food, water, and climate, we organize people around the country to build political power. 51
Forest Springs Camp Conference Cent


N8890 Forest Lane
Westboro,WI54490 		    To provide programs and facilities in a camping environment with a trained service-oriented staff who use the Word of God to help initiate faith and cultivate maturity in Christ. 50
Judicial Watch


425 Third Street SW Suite 800
Washington,DC20024 		    To promote transparency, accountability and integrity in government, politics and the law. 50
National Right to Life Educational


1446 Duke St
Alexandria,VA22314 		    To provide support to charitable or educational programs which advocate pro-life causes. 102
The Fatima Center USA Inc


PO Box 1470
Buffalo,NY14240 		    To engage in prayer, reparation, repentance, and sacrifice, and the abandonment of sin. 50
American Bible Society


101 N Independence Mall East FL 8
Philadelphia,PA19106 		    To make the Bible available to every person in a language and format each can understand and afford, so all people may experience its life-changing message. 100
CARE


151 Ellis Street NE
Atlanta,GA30303 		    To save lives, defeat poverty and achieve social justice. 53
Doctors Without Borders


40 Rector St 16th Floor
New York,NY10006 		    To provide independent, impartial medical humanitarian assistance to the people who need it most. 50
Food for the Poor


6401 Lyons Road
Coconut Creek,FL33073 		    To prioritize the preservation of human dignity and the care of those in need. To address poverty through sustainable, community-drive solutions. 400
Law Enforcement Legal Defense Fund


2560 Huntington Ave Suite 203
Alexandria,VA22303 		    To support and defend the law enforcement profession and those law enforcement officers who have devoted their lives to upholding the Constitution and serving the United States and its citizens while enforcing its laws. To educate the public about the many risks and threats to law enforcement personnel in order to build a more informed, respectful, and appreciative society. 50
Logan University Inc


1851 Schoettler Rd
Chesterfield,MO63017 		    A diverse and engaging community committed to excellence in health sciences, education and service. 1,000
Make a Wish Foundation


1702 E Highland Ave Suite 400
Phoenix,AZ85016 		    Child Welfare 500
Northern Illinois Food Bank


273 Dearborn Court
Geneva,IL60134 		    To provide nutritious food and resources for our neighbors, with dignity, equity and convenience, through partnerships and innovation. 500
National Center for Homeopathy


PO Box 1856
Clarksburg,MD20871 		    To help people be healthy by providing education and building awareness while advocating for increased access to homeopathy. 1,000
Paralyzed Veterans of America


PO Box 758589
Topeka,KS66675 		    To connect our nation's paralyzed and disabled heroes with help to access their much-needed benefits, medical care, and support services. 200
Paws for Purple Hearts


250 S 1st St
Canyonville,OR97417 		    To improve the lives of America's Warriors facing mobility challenges and trauma-related conditions such as PTSD and TBI by providing the highest quality Assistance Dogs and canine-assisted therapy programs; and by building public awareness about the important role dogs play in helping Warriors along the road to recovery. 400
Priests of the Sacred Heart


PO Box 900
Hales Corners,WI53130 		    To make know the profound love that Jesus has for all people through prayer, service, social action and outreach among the poor and neglected. 50
Rails to Trails


2445 M Street NW
Washington,DC20037 		    To build a nation connected by trails; to reimagine public spaces to create safe ways for everyone to walk, bike and be active outdoors. 25
Saliesian Missions


2 Lefevre Lane
New Rochelle,NY10801 		    To teach young people various trades that will help them find decent jobs and become self-sufficient, contributing members of society. 250
Wounded Warrior Project


4899 Belfort Road Suite 300
Jacksonville,FL32256 		    To honor and empower wounded warriors. 400
Vietnam Veterans Memorial Fund


3033 Wilson Blvd Suite 300
Arlington,VA22201 		    To preserving the legacy of The Wall, promoting healing and educating about the impact of the Vietnam War. 300
Veterans of Foreign Wars


406 W 34th Street
Kansas City,MO64111 		    To foster camaraderie among United States veterans of overseas conflicts. To serve our veterans, the military and our communities. To advocate on behalf of all veterans. 300
Marine Toys for Tots Foundation


18251 Quantico Gateway Drive
Triangle,VA22172 		    To collect new unwrapped toys and distribute those toys to economically disadvantaged children at Christmas. 400
American Discovery Trail Society


PO Box 491797
Redding,CA96049 		    To connect and transform communities through the power of trails. 50
Guideposts Foundation Inc


100 Reserve Rd Ste E200
Danbury,CT06810 		    To inspire people to believe anything is possible through faith, hope, and prayer. 200
Smile Train


PO Box 96231
Washington,DC20090 		    To provide cleft surgery to children along with nutritional support, speech therapy, specialized orthodontics and dental work, hearing care, and psychosocial counseling. 50
Covenant House


PO Box 758636
Topeka,KS66675 		    To build a bridge to hope for young people facing homelessness and survivors of human trafficking through unconditional love, absolute respect, and relentless support. 100
Adopt A Platoon Soldier Support Eff


25089 Centerline Road
San Benito,TX78586 		    To improve the quality of life and raise morale for deployed military forces by providing on-going care packages. 500
Equal Justice Initiative


122 Commerce Street
Montgomery,AL36104 		    To end mass incarceration and excessive punishment in the United States, to challenging racial and economic injustice, and to protecting basic human rights for the most vulnerable people in American society. 40
Feeding America


161 North Clark Street Suite 700
Chicago,IL60601 		    To help people get the food and resources they need to thrive. 250
National Vaccine Information Center


21525 Ridgetop Circle Suite 100
Sterling,VA20166 		    To promote and encourage the health and welfare of American children and adults through its research and education-oriented programs to prevent vaccine injuries and deaths and to assist individuals (both children and adults) who have been vaccine injured. 1,000
Students for Life of America Inc


1000 Winchester St 301
Fredericksburg,VA22401 		    To recruit, train, and mobilize the pro-life generation to abolish abortion. 50
WTTW


5400 N St Louis Avenue
Chicago,IL60625 		    To producing and presenting trusted, best-in-class content fueled by a distinctly Chicago sensibility; To enrich lives, engage communities, and inspire exploration. 40
Operation Smile


3641 Faculty Boulevard
Virginia Beach,VA23453 		    To expand access to high-quality surgical care by providing educational programs and free, life-changing cleft care. 50
Christian Appalachian Project


485 Ponderosa Drive
Paintsville,KY41240 		    To build hope, transform lives, and share Christ's love through service. 50
Cru


100 Lake Hart Drive
Orlando,FL32832 		    To win, build and send Christ-centered multiplying disciples who launch spritual movements. 51
Couple to Couple League Internation


5440 Moeller Avenue Suite 149
Cincinnati,OH45212 		    To promote and teach fertility awareness (natural family planning) to married and engaged couples. 51
Total ................................. 3a 46,374
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
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 ............ 		         
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) ..      
13Total. Add line 12, columns (b), (d), and (e)..................
13
 
(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.)
N/\A N/A
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)
Yes
 
(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
1a(1) 50 National ProLife Alliance Donation
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: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
Lester and Cathy Holze Jr
 
Private Foundation
EIN:
84-6829113
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Preparation 3,760 0 0 3,760

TY 2025 LegalFeesSchedule
Name:
Lester and Cathy Holze Jr
 
Private Foundation
EIN:
84-6829113
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Services (IRS Examination) 45,375 0 0 45,375


TY 2025 OtherExpensesSchedule
Name:
Lester and Cathy Holze Jr
 
Private Foundation
EIN:
84-6829113
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS Late Filing Penalty 4,971      
IRS Late Payment Penalty 3      


TY 2025 OtherLiabilitiesSchedule
Name:
Lester and Cathy Holze Jr
 
Private Foundation
EIN:
84-6829113
Software ID:
25022934
Software Version:
2025v4.1
Description Beginning of Year - Book Value End of Year - Book Value
Credit Card Payable 1,695 2,250


TY 2025 OtherReceivablesOfficersSch
Name:
Lester and Cathy Holze Jr
 
Private Foundation
EIN:
84-6829113
Software ID:
25022934
Software Version:
2025v4.1
Travel Advance to Officers:  


Item No. 1
Borrower's Name Lester Holze
Borrower's Title Trustee
Original Amount of Loan 135
Balance Due 150
Date of Note 2025-06
Maturity Date  
Repayment Terms Receivables arising from
Interest Rate  
Security Provided by Borrower transactions not functionally
Purpose of Loan related to the foundation's
Description of Lender Consideration charitable purposes.
Consideration FMV 150


TY 2025 TaxesSchedule
Name:
Lester and Cathy Holze Jr
 
Private Foundation
EIN:
84-6829113
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 295      
Tax on Taxable Expenditures 174