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
LELA D JACKSON FOUNDATION FOR THE ARTS CO
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 95672
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
606945672
A Employer identification number

45-6204531
B Telephone number (see instructions)

3124615154
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)$11,881,213J 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... 239,547 239,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 671,017
b Gross sales price for all assets on line 6a 3,626,703
7 Capital gain net income (from Part IV, line 2)... 671,017
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 36    
12 Total. Add lines 1 through 11........ 910,600 910,564  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,802 91,901   91,901
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,459 3,390   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
77     77
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 194,338 95,291 0 91,978
25 Contributions, gifts, grants paid....... 430,020 430,020
26 Total expenses and disbursements. Add lines 24 and 25 ................ 624,358 95,291 0 521,998
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 286,242
b Net investment income (if negative, enter -0-) 815,273
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   -232 -232
2 Savings and temporary cash investments......... 232,225 181,529 181,529
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 287,860 Click to see attachment
List of Attached Documents:
// Content
287,860 		271,718
b Investments—corporate stock (attach schedule)....... 1,353,596 Click to see attachment
List of Attached Documents:
// Content
1,640,801 		2,796,199
c Investments—corporate bonds (attach schedule)....... 1,226,537 Click to see attachment
List of Attached Documents:
// Content
1,212,798 		1,231,627
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 75,000 Click to see attachment
List of Attached Documents:
// Content
75,000 		74,777
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
4,752,765 		Click to see attachment
List of Attached Documents:
// Content
4,813,612 		Click to see attachment
List of Attached Documents:
// Content
7,325,595
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,927,983 8,211,368 11,881,213
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,927,983 8,211,368
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)..... 7,927,983 8,211,368
30 Total liabilities and net assets/fund balances (see instructions). 7,927,983 8,211,368
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
7,927,983
2
Enter amount from Part I, line 27a .....................
2
286,242
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,214,225
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,857
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,211,368
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1. ADOBE SYSTEMS INC COMMON STOCK   2023-12-04 2025-01-21
b 240. ADVANCED MICRO DEVICES INC COMMON STOCK   2023-12-04 2025-01-21
c 119. ALPHABET INC-CL C   2023-12-04 2025-01-21
d 305. AMENTUM HOLDINGS INC   2023-11-01 2025-01-21
e 21834.061 ARTISAN HIGH INCOME-INST   2021-05-10 2025-01-21
10. AUTOZONE INC COMMON STOCK   2022-08-22 2025-01-21
178. BROADCOM INC   2022-08-22 2025-01-21
12. THE CIGNA GROUP   2023-03-02 2025-01-21
150. CORPAY INC   2023-03-02 2025-01-21
19. DEXCOM INC   2023-12-04 2025-01-21
212. EXXON MOBIL CORPCOMMON STOCK   2022-11-29 2025-01-21
38. META PLATFORMS INC-CLASS A   2023-12-04 2025-01-21
90. HERSHEY FOODS CORPORATION COMMON STOCK   2023-11-01 2025-01-21
32. HUBBELL INC   2024-02-07 2025-01-21
2. MCKESSON HBOC INC COMMON STOCK   2023-06-21 2025-01-21
660. NASDAQ INC   2023-12-04 2025-01-21
140. NVIDIA CORP COMMON STOCK   2023-12-04 2025-01-21
10280.374 TWEEDY BROWNE FUND INC GLOBAL VALUE FUND   2023-01-17 2025-01-21
40. ULTA BEAUTY INC   2023-12-04 2025-01-21
3. WASTE MANAGEMENT INC DEL COMMON STOCK   2022-08-22 2025-01-21
989. WELLS FARGO & COMPANY NEW COMMON STOCK   2023-03-02 2025-01-21
260. APTIV PLC   2023-10-02 2025-01-21
4. LINDE PLC   2022-08-22 2025-01-21
85. BROADCOM INC   2022-08-22 2025-02-06
3. HUBBELL INC   2024-02-07 2025-02-06
85. HUBBELL INC   2023-12-04 2025-02-06
335. TAPESTRY INC   2025-01-21 2025-02-06
101. LINDE PLC   2022-08-22 2025-02-06
50000. METLIFE INC 3% 01 MAR 2025   2021-06-11 2025-03-03
5. EXPEDIA GROUP INC   2025-01-21 2025-03-31
105. EXPEDIA GROUP INC   2023-06-21 2025-03-31
57. JACOBS SOLUTIONS INC   2025-01-21 2025-03-31
305. JACOBS SOLUTIONS INC   2023-11-01 2025-03-31
8. MICROSOFT CORPORATION COMMON STOCK   2025-01-21 2025-03-31
37. MICROSOFT CORPORATION COMMON STOCK   2023-12-04 2025-03-31
158. TAPESTRY INC   2025-01-21 2025-03-31
231. WASTE MANAGEMENT INC DEL COMMON STOCK   2022-12-12 2025-03-31
150. ISHARES TRUST RUSSELL 2000 VALUE INDEX FUND   2021-05-06 2025-05-07
75. ISHARES TR RUSSELL 2000 GROWTH INDEX TR   2016-12-12 2025-05-07
35. ALPHABET INC-CL C   2022-08-22 2025-06-02
5. AMERICAN EXPRESS COMPANY CAPITAL STOCK   2025-02-06 2025-06-02
75. APPLE COMPUTER INC COMMON STOCK   2025-01-21 2025-06-02
10. APPLE COMPUTER INC COMMON STOCK   2022-04-07 2025-06-02
15. BRIXMOR PROPERTY GROUP INC   2025-02-06 2025-06-02
206. DEXCOM INC   2025-02-06 2025-06-02
195. DEXCOM INC   2023-12-20 2025-06-02
15. EQUITY LIFESTYLE PROPERTIES   2022-08-22 2025-06-02
40. META PLATFORMS INC-CLASS A   2022-08-22 2025-06-02
15. GLOBAL PAYMENTS INC COMMON STOCK   2025-01-21 2025-06-02
48. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2025-01-21 2025-06-02
110. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2023-05-09 2025-06-02
5. MICROSOFT CORPORATION COMMON STOCK   2022-04-07 2025-06-02
10. PROCTER & GAMBLE COMPANY COMMON STOCK   2025-01-21 2025-06-02
40. SYSCO CORPORATION COMMON STOCK   2024-02-07 2025-06-02
10. VERTEX PHARMACEUTICALS INC COMMON STOCK   2025-01-21 2025-06-02
5. VISA INC-CLASS A SHARES   2022-08-22 2025-06-02
16. WAL-MART STORES INC COMMON STOCK   2025-01-21 2025-06-02
29. WAL-MART STORES INC COMMON STOCK   2020-09-28 2025-06-02
950. ISHARES TRUST RUSSELL 2000 VALUE INDEX FUND   2021-05-06 2025-06-12
90. CUMMINS ENGINE COMPANY INC COMMON STOCK   2025-01-21 2025-08-15
8. D R HORTON INC COMMON STOCK   2025-06-02 2025-08-15
160. D R HORTON INC COMMON STOCK   2023-12-04 2025-08-15
171. EQUITY LIFESTYLE PROPERTIES   2025-01-21 2025-08-15
300. EQUITY LIFESTYLE PROPERTIES   2022-12-12 2025-08-15
500. ISHARES TRUST RUSSELL 2000 VALUE INDEX FUND   2015-03-09 2025-08-15
525. ISHARES TR RUSSELL 2000 GROWTH INDEX TR   2016-12-12 2025-08-15
4500. ISHARES MSCI JAPAN ETF   2025-01-21 2025-08-15
1. UNITEDHEALTH GROUP INC COMMON STOCK   2025-01-21 2025-08-15
55. UNITEDHEALTH GROUP INC COMMON STOCK   2020-04-14 2025-08-15
65. VISA INC-CLASS A SHARES   2022-08-22 2025-08-15
790. CITIZENS FINANCIAL GROUP   2025-06-02 2025-09-05
134. GLOBAL PAYMENTS INC COMMON STOCK   2025-01-21 2025-09-05
290. GLOBAL PAYMENTS INC COMMON STOCK   2023-05-09 2025-09-05
30000. DOMINION ENERGY INC 3.9% 01 OCT 2025   2019-04-22 2025-10-01
1. ADOBE SYSTEMS INC COMMON STOCK   2023-12-04 2025-11-03
61. ALPHABET INC-CL C   2022-08-22 2025-11-03
76. AMAZON COM INC COMMON STOCK   2025-06-02 2025-11-03
3. AMERICAN EXPRESS COMPANY CAPITAL STOCK   2025-02-06 2025-11-03
17. ARISTA NETWORKS INC   2025-01-21 2025-11-03
9. AUTODESK INC COMMON STOCK   2025-01-21 2025-11-03
170. AUTODESK INC COMMON STOCK   2023-10-02 2025-11-03
22. WALT DISNEY COMPANY COMMON STOCK   2025-08-15 2025-11-03
7. EXXON MOBIL CORPCOMMON STOCK   2022-12-12 2025-11-03
1. PROCTER & GAMBLE COMPANY COMMON STOCK   2025-01-21 2025-11-03
42. ROLLINS INC COMMON STOCK   2025-06-02 2025-11-03
16. STATE STREET CORPORATION COMMON STOCK   2025-09-05 2025-11-03
1. US BANCORP COMMON STOCK   2025-08-15 2025-11-03
60. UBER TECHNOLOGIES INC   2025-06-02 2025-11-03
3. ULTA BEAUTY INC   2025-09-05 2025-11-03
1. VERTEX PHARMACEUTICALS INC COMMON STOCK   2025-01-21 2025-11-03
1. VERTEX PHARMACEUTICALS INC COMMON STOCK   2022-12-12 2025-11-03
90. VISA INC-CLASS A SHARES   2022-08-22 2025-11-03
7. ARCH CAPITAL GROUP LTD   2025-06-02 2025-11-03
9. CRH PLC   2025-06-02 2025-11-03
27. GENPACT LTD   2025-03-31 2025-11-03
3. JAZZ PHARMACEUTICALS PLC   2025-03-31 2025-11-03
50000. DUPONT DE NEMOURS INC 4.493% 15 NOV 2025   2021-11-29 2025-11-17
15192.387 CHAMPLAIN MID CAP FUND-INST   2021-05-10 2025-12-02
670. ISHARES SELECT DIVIDEND ETF   2021-03-30 2025-12-02
200. ISHARES TRUST RUSSELL 2000 VALUE INDEX FUND   2013-11-08 2025-12-02
4181.919 T ROWE PRICE INTL DISC-I   2019-02-12 2025-12-02
50000. PHILIP MORRIS INTL INC 4.875% 13 FEB 2026   2023-03-14 2025-12-04
12. ADOBE SYSTEMS INC COMMON STOCK   2023-12-04 2025-12-08
10. ARISTA NETWORKS INC   2025-01-21 2025-12-08
26. BROADCOM INC   2025-11-03 2025-12-08
24. THE CIGNA GROUP   2023-03-02 2025-12-08
16. CITIGROUP INC   2025-01-21 2025-12-08
80. COMCAST CORP-CLASS A   2025-09-05 2025-12-08
9. EMCOR GROUP INC COMMON STOCK   2025-11-03 2025-12-08
11. EXPEDIA GROUP INC   2025-11-03 2025-12-08
16. META PLATFORMS INC-CLASS A   2025-11-03 2025-12-08
16. F5 NETWORKS INC COMMON STOCK   2025-11-03 2025-12-08
2. F5 NETWORKS INC COMMON STOCK   2024-02-07 2025-12-08
13. MICROSOFT CORPORATION COMMON STOCK   2025-11-03 2025-12-08
5. MICROSOFT CORPORATION COMMON STOCK   2022-04-07 2025-12-08
10. NVIDIA CORP COMMON STOCK   2025-11-03 2025-12-08
2. PROCTER & GAMBLE COMPANY COMMON STOCK   2025-01-21 2025-12-08
195. PROCTER & GAMBLE COMPANY COMMON STOCK   2022-08-22 2025-12-08
11. STATE STREET CORPORATION COMMON STOCK   2025-09-05 2025-12-08
6. TJX COMPANIES INC NEW COMMON STOCK   2025-11-03 2025-12-08
17. US BANCORP COMMON STOCK   2025-08-15 2025-12-08
3. ULTA BEAUTY INC   2025-09-05 2025-12-08
120. WORKDAY INC-CLASS A   2025-06-02 2025-12-08
20. CRH PLC   2025-06-02 2025-12-08
39. GENPACT LTD   2025-03-31 2025-12-08
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 435   599 -164
b 29,551   26,834 2,717
c 23,885   14,144 9,741
d 6,830   6,376 454
e 200,000   222,830 -22,830
32,948   23,226 9,722
42,605   9,449 33,156
3,445   3,457 -12
56,101   33,131 22,970
1,637   2,126 -489
23,692   23,595 97
23,492   6,961 16,531
13,915   16,995 -3,080
14,213   11,440 2,773
1,193   829 364
52,648   33,584 19,064
19,573   3,828 15,745
267,701   275,308 -7,607
16,760   19,009 -2,249
640   523 117
77,183   45,142 32,041
15,946   26,573 -10,627
1,766   1,180 586
19,532   4,512 15,020
1,176   1,073 103
33,320   25,727 7,593
27,476   24,329 3,147
46,262   29,790 16,472
50,000   54,052 -4,052
827   940 -113
17,365   10,808 6,557
6,857   8,063 -1,206
36,691   31,017 5,674
2,966   3,419 -453
13,717   11,784 1,933
10,971   11,475 -504
53,027   31,176 21,851
22,113   24,602 -2,489
19,346   11,724 7,622
5,961   4,029 1,932
1,476   1,589 -113
15,108   16,649 -1,541
2,014   1,712 302
377   390 -13
17,575   18,157 -582
16,636   18,567 -1,931
950   1,109 -159
26,806   6,515 20,291
1,122   1,635 -513
11,253   10,415 838
25,788   19,830 5,958
2,305   1,503 802
1,677   1,620 57
2,923   3,193 -270
4,455   4,267 188
1,825   1,045 780
1,596   1,492 104
2,892   1,328 1,564
148,259   119,655 28,604
36,007   33,223 2,784
1,322   1,047 275
26,435   17,361 9,074
10,363   11,556 -1,193
18,180   21,941 -3,761
83,264   50,204 33,060
157,003   79,919 77,084
360,248   306,769 53,479
308   521 -213
16,947   14,896 2,051
22,337   13,579 8,758
40,823   37,815 3,008
11,680   14,609 -2,929
25,278   30,583 -5,305
30,000   31,092 -1,092
336   599 -263
17,298   7,023 10,275
19,460   17,241 2,219
1,087   954 133
2,659   2,051 608
2,726   2,661 65
51,489   36,576 14,913
2,460   2,560 -100
800   744 56
148   162 -14
2,428   2,463 -35
1,858   1,805 53
46   46  
5,885   4,946 939
1,551   1,557 -6
423   427 -4
423   313 110
30,291   18,063 12,228
598   674 -76
1,065   817 248
1,022   1,348 -326
412   368 44
50,000   55,368 -5,368
369,479   308,811 60,668
94,813   76,687 18,126
36,217   18,137 18,080
318,871   226,193 92,678
50,093   49,836 257
4,068   6,703 -2,635
1,302   1,206 96
10,393   8,931 1,462
6,322   6,914 -592
1,728   1,291 437
2,139   2,709 -570
5,689   5,523 166
2,907   2,360 547
10,661   10,416 245
3,986   4,244 -258
498   366 132
6,378   6,747 -369
2,453   1,503 950
1,845   1,660 185
278   324 -46
27,126   29,206 -2,080
1,349   1,241 108
922   784 138
874   787 87
1,778   1,557 221
26,595   29,700 -3,105
2,508   1,817 691
1,803   1,948 -145
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
      21,802
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       -164
b       2,717
c       9,741
d       454
e       -22,830
      9,722
      33,156
      -12
      22,970
      -489
      97
      16,531
      -3,080
      2,773
      364
      19,064
      15,745
      -7,607
      -2,249
      117
      32,041
      -10,627
      586
      15,020
      103
      7,593
      3,147
      16,472
      -4,052
      -113
      6,557
      -1,206
      5,674
      -453
      1,933
      -504
      21,851
      -2,489
      7,622
      1,932
      -113
      -1,541
      302
      -13
      -582
      -1,931
      -159
      20,291
      -513
      838
      5,958
      802
      57
      -270
      188
      780
      104
      1,564
      28,604
      2,784
      275
      9,074
      -1,193
      -3,761
      33,060
      77,084
      53,479
      -213
      2,051
      8,758
      3,008
      -2,929
      -5,305
      -1,092
      -263
      10,275
      2,219
      133
      608
      65
      14,913
      -100
      56
      -14
      -35
      53
       
      939
      -6
      -4
      110
      12,228
      -76
      248
      -326
      44
      -5,368
      60,668
      18,126
      18,080
      92,678
      257
      -2,635
      96
      1,462
      -592
      437
      -570
      166
      547
      245
      -258
      132
      -369
      950
      185
      -46
      -2,080
      108
      138
      87
      221
      -3,105
      691
      -145
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 671,017
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 11,332
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 11,332
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 11,332
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 7,252
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofBMO BANK NA, C/O MICHELLE WILLMS Telephone no. (262) 693-4101

Located atPO BOX 95672CHICAGOIL ZIP+4606945672
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SHIRLEY IRONS FAIST CO-TRUSTEE
1 		91,901    
PO BOX 49348
SARASOTA,FL34230
BMO BANK N A CO-TRUSTEE
1 		91,901    
PO Box 95672
CHICAGO,IL606945672
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,054,559
b
Average of monthly cash balances.......................
1b
177,881
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,232,440
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,232,440
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
168,487
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,063,953
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
553,198
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
553,198
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,332
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,332
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
541,866
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
541,866
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
541,866
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
521,998
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
521,998
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 7 541,866
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 429,159
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 521,998
a Applied to 2024, but not more than line 2a 429,159
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..... 92,839
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 .......... 		449,027
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

COMMUNITY FDN OF SARASOTA CTY

2635 FRUITVILLE RD
SARASOTA,FL34237 		NONE   L JACKSON SCHOLARSHIP FD 250,000

SARASOTA ORCHESTRA

709 N TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   PROGRAM SUPPORT 20,000

RINGLING COLLEGE OF ART & DESIGN
OFFICE FOR ADVANCEMENT
2700 N TAMIAMI TRAIL
SARASOTA,FL34234 		NONE   LELA JACKSON SCHOLARSHIP 20,000

FLORIDA STUDIO THEATRE

1241 N PALM AVE
SARASOTA,FL34236 		NONE   PROGRAM SUPPORT 20,000

SARASOTA BALLET OF FLORIDA INC

5555 N TAMIAMI TRAIL
SARASOTA,FL34243 		NONE   PROGRAM SUPPORT 20,000

EDUCATION FOUNDATION OF SARASOTA COUNTY

1960 LANDINGS BLVD
SARASOTA,FL34231 		NONE   EDUCATIONAL PROGRAM SUPPORT 100,020
Total ................................. 3a 430,020
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 239,547  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 671,017  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    1 36  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   910,600  
13Total. Add line 12, columns (b), (d), and (e)..................
13
910,600
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Name of Bond End of Year Book Value End of Year Fair Market Value
001055AM4 AFLAC INC 3.625% 15    
00440EAR8 CHUBB INA HOLDINGS L    
00440EAT4 CHUBB INA HOLDINGS I    
031162BM1 AMGEN INC 3.875% 15    
031162BN9 AMGEN INC 3.625% 15    
03524BAE6 ANHEUSER-BUSCH INBEV    
06051GFX2 BANK OF AMERICA CORP 30,150 29,962
172967FT3 CITIGROUP INC 4.5% 1    
20030NBW0 COMCAST CORP 2.35% 1 74,634 73,844
25746UCE7 DOMINION ENERGY INC    
26441CAL9 DUKE ENERGY CORP 3.9    
278642AC7 EBAY INC 3.25% 15 OC    
278865AU4 ECOLAB INC 3.25% 14    
377373AD7 GLAXOSMITHKLINE CAPI    
428236BV4 HP INC 4.65% 09 DEC    
46625HJH4 JPMORGAN CHASE & CO    
67077MAB4 NUTRIEN LTD 4.875% 3    
718172AK5 PHILIP MORRIS INTL I    
718546AC8 PHILLIPS 66 4.3% 01    
767201AS5 RIO TINTO FIN USA LT    
92343VDD3 VERIZON COMMUNICATIO    
606822BA1 MITSUBISHI UFJ FIN G    
26078JAC4 DUPONT DE NEMOURS IN    
337738AU2 FISERV INC 3.5% 01 J 54,943 48,520
58507LAC3 MEDTRONIC GLOBAL HLD    
59156RBM9 METLIFE INC 3% 01 MA    
713448EL8 PEPSICO INC 2.625% 2 54,674 47,724
38141GXG4 GOLDMAN SACHS GROUP 49,061 47,019
126650DX5 CVS HEALTH CORP 5.25 49,754 51,695
26884ABJ1 ERP OPERATING LP 3.5 46,681 49,519
681919BC9 OMNICOM GROUP INC 4. 44,151 49,643
718172CY3 PHILIP MORRIS INTL I    
023608AJ1 AMEREN CORP 3.5% 15 90,400 96,200
053484AD3 AVALONBAY COMMUNITIE 100,462 102,552
06417XAP6 BANK OF NOVA SCOTIA 75,245 76,755
15189WAP5 CENTERPOINT ENERGY R 96,028 99,095
172967KU4 CITIGROUP INC 4.125% 28,572 29,992
855244BH1 STARBUCKS CORP 4.9% 49,222 51,411
89115A2E1 TORONTO-DOMINION BAN 95,796 99,806
95000U2D4 WELLS FARGO & COMPAN 96,416 100,287
PORT OF MORROW OR TRANSMISSION 25,956 25,889
RHODE ISLAND ST CONVENTION CTR 49,020 48,918
FLORIDA ST BRD OF ADMIN FIN CO 51,348 52,572
ELEVANCE HEALTH INC 4.75% 15 F 50,285 50,224

TY 2025 InvestmentsCorpStockSchedule
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Name of Stock End of Year Book Value End of Year Fair Market Value
001084102 AGCO CORP    
00130H105 AES CORP    
00971T101 AKAMAI TECHNOLOGIES    
015351109 ALEXION PHARMACEUTIC    
020002101 ALLSTATE CORP    
02079K107 ALPHABET INC-CL C 99,568 241,626
023135106 AMAZON.COM INC 93,956 165,498
025816109 AMERICAN EXPRESS CO    
037833100 APPLE INC 55,851 170,184
038222105 APPLIED MATERIALS IN    
053332102 AUTOZONE INC    
060505104 BANK OF AMERICA CORP    
071813109 BAXTER INTERNATIONAL    
127097103 CABOT OIL & GAS CORP    
127387108 CADENCE DESIGN SYS I    
14040H105 CAPITAL ONE FINANCIA    
149123101 CATERPILLAR INC    
166764100 CHEVRON CORP    
172967424 CITIGROUP INC    
174610105 CITIZENS FINANCIAL G    
20030N101 COMCAST CORP-CLASS A    
20825C104 CONOCOPHILLIPS    
254709108 DISCOVER FINANCIAL S    
25470F104 DISCOVERY INC - A    
256677105 DOLLAR GENERAL CORP    
30212P303 EXPEDIA GROUP INC 27,053 78,194
30303M102 META PLATFORMS INC-C 15,636 61,388
34959E109 FORTINET INC    
384802104 WW GRAINGER INC    
427866108 HERSHEY CO/THE    
431475102 HILL-ROM HOLDINGS IN    
436440101 HOLOGIC INC    
443510607 HUBBELL INC    
458140100 INTEL CORP    
466313103 JABIL INC    
518439104 ESTEE LAUDER COMPANI    
532457108 ELI LILLY & CO    
548661107 LOWE'S COS INC    
56585A102 MARATHON PETROLEUM C    
57772K101 MAXIM INTEGRATED PRO    
58933Y105 MERCK & CO. INC. 65,769 77,577
594918104 MICROSOFT CORP 59,316 170,234
617446448 MORGAN STANLEY    
629377508 NRG ENERGY INC    
654106103 NIKE INC -CL B    
68389X105 ORACLE CORP    
688239201 OSHKOSH CORP    
717081103 PFIZER INC    
737446104 POST HOLDINGS INC    
742718109 PROCTER & GAMBLE CO/    
754730109 RAYMOND JAMES FINANC    
758750103 REGAL BELOIT CORP    
759351604 REINSURANCE GROUP OF    
844741108 SOUTHWEST AIRLINES C    
871829107 SYSCO CORP 40,847 38,835
87612E106 TARGET CORP    
89417E109 TRAVELERS COS INC/TH    
911363109 UNITED RENTALS INC    
92826C839 VISA INC-CLASS A SHA 10,128 28,408
931142103 WALMART INC 32,658 95,144
989207105 ZEBRA TECHNOLOGIES C    
G50871105 JAZZ PHARMACEUTICALS    
00507V109 ACTIVISION BLIZZARD    
00724F101 ADOBE INC 52,370 47,599
02079K305 ALPHABET INC-CL A    
058498106 BALL CORP    
084670702 BERKSHIRE HATHAWAY I    
09247X101 BLACKROCK INC    
17275R102 CISCO SYSTEMS INC    
191216100 COCA-COLA CO/THE    
22160K105 COSTCO WHOLESALE COR    
247361702 DELTA AIR LINES INC    
254687106 WALT DISNEY CO/THE    
278865100 ECOLAB INC    
375558103 GILEAD SCIENCES INC    
38141G104 GOLDMAN SACHS GROUP    
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
452308109 ILLINOIS TOOL WORKS    
46625H100 JPMORGAN CHASE & CO    
478160104 JOHNSON & JOHNSON    
512807108 LAM RESEARCH CORP    
539830109 LOCKHEED MARTIN CORP    
550021109 LULULEMON ATHLETICA    
571903202 MARRIOTT INTERNATION    
57636Q104 MASTERCARD INC - A    
580135101 MCDONALD'S CORP    
64110L106 NETFLIX INC    
65339F101 NEXTERA ENERGY INC    
67066G104 NVIDIA CORP 18,496 239,466
70450Y103 PAYPAL HOLDINGS INC    
79466L302 SALESFORCE INC    
855244109 STARBUCKS CORP    
872540109 TJX COMPANIES INC    
882508104 TEXAS INSTRUMENTS IN    
883556102 THERMO FISHER SCIENT    
88579Y101 3M CO    
907818108 UNION PACIFIC CORP    
91324P102 UNITEDHEALTH GROUP I    
92343V104 VERIZON COMMUNICATIO    
94106L109 WASTE MANAGEMENT INC    
G5960L103 MEDTRONIC PLC    
00206R102 AT&T INC    
032654105 ANALOG DEVICES INC    
097023105 BOEING CO/THE    
29250N105 ENBRIDGE INC    
35671D857 FREEPORT-MCMORAN INC    
595112103 MICRON TECHNOLOGY IN    
82509L107 SHOPIFY INC - CLASS    
011659109 ALASKA AIR GROUP INC    
052769106 AUTODESK INC    
11135F101 BROADCOM INC 21,614 121,827
125896100 CMS ENERGY CORP    
256746108 DOLLAR TREE INC    
30231G102 EXXON MOBIL CORP 63,610 73,046
339041105 FLEETCOR TECHNOLOGIE    
69370C100 PTC INC COM    
723787107 PIONEER NATURAL RESO    
7591EP100 REGIONS FINANCIAL CO    
92532F100 VERTEX PHARMACEUTICA 31,520 47,149
949746101 WELLS FARGO & CO    
G1890L107 CAPRI HOLDINGS LTD    
G5494J103 LINDE PLC/OLD    
G8060N102 SENSATA TECHNOLOGIES    
007903107 ADVANCED MICRO DEVIC    
025537101 AMERICAN ELECTRIC PO 51,738 74,144
125523100 THE CIGNA GROUP 43,014 43,486
23331A109 DR HORTON INC    
252131107 DEXCOM INC    
315616102 F5 INC 31,123 46,713
37940X102 GLOBAL PAYMENTS INC    
46982L108 JACOBS SOLUTIONS INC    
571748102 MARSH & MCLENNAN COS    
58155Q103 MCKESSON CORP 38,416 72,186
631103108 NASDAQ INC    
90384S303 ULTA BEAUTY INC 27,511 32,066
G54950103 LINDE PLC    
G6095L109 APTIV PLC    
023939101 AMENTUM HOLDINGS INC    
219948106 CORPAY INC    
G3265R107 APTIV PLC    
AMERICAN EXPRESS CO 70,396 81,759
CRH PLC 38,240 52,541
CUMMINS INC 36,343 50,024
EMCOR GROUP INC 34,509 34,872
GENPACT LTD 54,593 51,879
ROLLINS INC 47,903 55,519
TJX COS INC/THE 31,081 37,788
UBER TECHNOLOGIES INC 41,498 49,189
WALT DISNEY CO/THE 46,319 45,280
ARISTA NETWORKS INC 32,520 41,537
COMCAST CORP 47,976 47,675
ARCH CAPITAL GROUP LTD 17,399 17,457
CHUBB LTD 27,704 29,027
CITIGROUP INC 54,171 78,882
STATE STREET CORP 54,347 68,117
US BANCORP 41,051 47,330
JAZZ PHARMACEUTICALS PLC 21,071 29,240
HUBSPOT INC 28,417 29,696
ZSCALER INC 35,069 23,617

TY 2025 InvestmentsGovtObligationsSch
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
US Government Securities - End of Year Book Value:

287,860
US Government Securities - End of Year Fair Market Value:

271,718
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3133ENYA2 FEDERAL FARM CREDIT AT COST 75,000 74,777
3134GX6U3 FREDDIE MAC 5% 17 OC      

TY 2025 OtherAssetsSchedule
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
00766Y513 CHAMPLAIN MID CAP FU 308,811 0 0
00770G847 JOHCM INTERNATIONAL   0 0
03463K406 ANGEL OAK MULTI-STR   0 0
04314H592 ARTISAN DEVELOPING W   0 0
04314H717 ARTISAN HIGH INCOME-   0 0
XXX-XX-XXXX CALAMOS MRKT NEU INC 250,000 250,000 267,735
XXX-XX-XXXX ESSEX PROPERTY TRUST   0 0
XXX-XX-XXXX GATEWAY FUND-Y   0 0
46090E103 INVESCO QQQ TRUST SE 106,719 106,719 614,310
XXX-XX-XXXX ISHARES RUSSELL MID-   0 0
XXX-XX-XXXX ISHARES RUSSELL MID-   0 0
XXX-XX-XXXX ISHARES RUSSELL 1000   0 0
XXX-XX-XXXX ISHARES RUSSELL 2000 236,004 23,405 54,363
XXX-XX-XXXX ISHARES RUSSELL 2000 219,627 127,983 323,010
46434G103 ISHARES CORE MSCI EM   0 0
46641U861 JPM OPPORT EQ LNG/SH   0 0
55273E822 MFS INTL INTRINSIC V   0 0
77956H377 T ROWE PRICE INTL DI 226,193 0 0
78462F103 SPDR S&P 500 ETF TRU 347,504 669,269 1,432,032
XXX-XX-XXXX VANGUARD FTSE ALL-WO   0 0
XXX-XX-XXXX VANGUARD FTSE EMERGI   0 0
XXX-XX-XXXX VANGUARD REAL ESTATE   0 0
XXX-XX-XXXX VANGUARD TOTAL STOCK 170,308 170,308 502,905
03027X100 AMERICAN TOWER CORP   0 0
09260C307 BLCKRCK SYST MULTI-S   0 0
XXX-XX-XXXX PIMCO HIGH YIELD FUN   0 0
74340W103 PROLOGIS INC   0 0
89832P705 INFINITY Q DIVERS AL   0 0
XXX-XX-XXXX VANGUARD DIVIDEND AP   0 0
XXX-XX-XXXX ARIEL APPRECIATION F   0 0
04314H568 ARTISAN HIGH INCOME- 375,000 152,170 137,386
XXX-XX-XXXX ISHARES SELECT DIVID 305,602 228,915 282,280
46653M849 JOHCM INTERNATIONAL   0 0
72202E682 PIMCO PREFER & CAPIT   0 0
XXX-XX-XXXX SIMON PROPERTY GROUP   0 0
29472R108 EQUITY LIFESTYLE PRO 23,097 0 0
XXX-XX-XXXX ISHARES CORE S&P MID 469,353 469,353 569,250
74460D109 PUBLIC STORAGE   0 0
XXX-XX-XXXX DODGE & COX EMR MRK 250,000 250,000 362,176
XXX-XX-XXXX FIDELITY EMERGING MA 278,868 278,868 390,872
37954Y673 GLOBAL X US INFRASTR 525,021 571,143 860,220
XXX-XX-XXXX ISHARES 1-3 YEAR TRE   0 0
55273E848 MFS INTERNATIONAL GR   0 0
XXX-XX-XXXX TWEEDY BROWNE INTL V 275,308 0 0
38147N293 GLDMN SCHS GQG PRT I 285,000 341,928 367,863
46434G822 ISHARES MSCI JAPAN E 100,350 0 0
MADISON MID CAP FUND   200,000 194,836
MFS INSTITUTIONAL TRUST-MFS IN   475,000 477,183
BRIXMOR PROPERTY GROUP INC   23,551 23,729
ANGEL OAK MULTI-STRATEGY INCOM   75,000 74,914
STONE RIDGE HIGH YIELD REINSUR   400,000 390,531


TY 2025 OtherDecreasesSchedule
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Description Amount
COST BASIS ADJUSTMENT 2,857


TY 2025 OtherExpensesSchedule
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE 75 0   75
OTHER EXPENSE 2 0   2


TY 2025 TaxesSchedule
Name:
LELA D JACKSON FOUNDATION FOR THE ARTS CO
EIN:
45-6204531
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,989 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,080 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,108 2,108   0
FOREIGN TAXES ON NONQUALIFIED 1,282 1,282   0