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
KOONS M R CHAR
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

23-6752597
B Telephone number (see instructions)

8887304933
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)$10,633,540J 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... 186,249 183,727  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 295,351
b Gross sales price for all assets on line 6a 1,063,681
7 Capital gain net income (from Part IV, line 2)... 295,351
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)....... Click to see attachment
List of Attached Documents:
// Content
22,740 22,740  
12 Total. Add lines 1 through 11........ 504,340 501,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,902 74,612   8,290
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)....... Click to see attachment
List of Attached Documents:
// Content
1,341 0 0 1,341
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,496 4,496   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,581 3,646   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
15 15    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,335 82,769 0 9,631
25 Contributions, gifts, grants paid....... 416,000 416,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 514,335 82,769 0 425,631
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,995
b Net investment income (if negative, enter -0-) 419,049
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............. 22,685    
2 Savings and temporary cash investments......... 303,278 456,388 456,388
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 883,878 Click to see attachment
List of Attached Documents:
// Content
962,400 		1,681,338
c Investments—corporate bonds (attach schedule)....... 1,242,038 Click to see attachment
List of Attached Documents:
// Content
1,020,905 		1,049,183
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,006,713 Click to see attachment
List of Attached Documents:
// Content
4,003,902 		7,446,631
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) 6,458,592 6,443,595 10,633,540
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........ 6,458,592 6,443,595
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)..... 6,458,592 6,443,595
30 Total liabilities and net assets/fund balances (see instructions). 6,458,592 6,443,595
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
6,458,592
2
Enter amount from Part I, line 27a .....................
2
-9,995
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
695
4
Add lines 1, 2, and 3 ..........................
4
6,449,292
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,697
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,443,595
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 10. AUTODESK INC   2020-04-22 2025-01-17
b 13. COSTAR GROUP, INC   2021-07-12 2025-01-17
c 2. HILTON WORLDWIDE HOLDINGS IN   2024-08-08 2025-01-17
d 6. MICROCHIP TECHNOLOGY INC COM   2024-11-15 2025-01-17
e 1. MICROCHIP TECHNOLOGY INC COM   2023-10-03 2025-01-17
1. ANSYS INC   2024-11-27 2025-01-29
2. AUTODESK INC   2020-04-22 2025-01-29
12. BROOKFIELD CORP   2022-10-27 2025-01-29
4. BROOKFIELD INFRASTRUCTURE CORP NEW   2024-11-15 2025-01-29
7. BROOKFIELD INFRASTRUCTURE CORP NEW   2021-09-03 2025-01-29
1. DOMINOS PIZZA INC   2022-04-07 2025-01-29
9. KKR & CO INC -A   2020-04-22 2025-01-29
10. MICROCHIP TECHNOLOGY INC COM   2024-11-15 2025-01-29
27. MICROCHIP TECHNOLOGY INC COM   2020-04-22 2025-01-29
2. PROGRESSIVE CORP OHIO   2020-04-22 2025-01-29
11. SBA COMMUNICATIONS CORP   2020-11-17 2025-01-29
1. ARCH CAPITAL GROUP LTD   2024-05-23 2025-01-29
4. ARCH CAPITAL GROUP LTD   2024-10-29 2025-01-29
20000. THERMO FISHER SCIENT 2.600% 10/01/29   2023-05-22 2025-02-06
65000. US TREASURY NOTE 1.875% 2/15/32   2023-05-22 2025-02-06
5. AUTODESK INC   2020-04-22 2025-02-11
6. COSTAR GROUP, INC   2021-07-12 2025-02-11
1. GARTNER INC   2024-07-08 2025-02-11
9. KKR & CO INC -A   2020-04-22 2025-02-11
69. MICROCHIP TECHNOLOGY INC COM   2020-04-22 2025-02-11
3. VERALTO CORP   2024-08-08 2025-02-11
10. VERISIGN INC COM   2020-10-29 2025-02-11
43. MILLROSE PROPERTIES INC   2025-02-07 2025-02-12
5. ALPHABET INC CL C   2024-03-22 2025-02-25
1. ALPHABET INC CL C   2024-12-30 2025-02-25
12. CELANESE CORP   2024-03-22 2025-02-25
93. CELANESE CORP   2020-04-22 2025-02-25
33. CISCO SYSTEMS INC   2024-03-22 2025-02-25
9. CISCO SYSTEMS INC   2024-12-09 2025-02-25
202. CISCO SYSTEMS INC   2020-04-22 2025-02-25
13. MERCK & CO INC NEW   2024-03-22 2025-02-25
130. MERCK & CO INC NEW   2020-04-22 2025-02-25
15000. US TREASURY NOTE 0.875% 6/30/26   2021-08-23 2025-02-25
9. GARMIN LTD   2020-05-28 2025-02-25
10. AUTODESK INC   2020-04-22 2025-02-26
14. MICROCHIP TECHNOLOGY INC COM   2020-04-22 2025-02-26
13. ALPHABET INC CL C   2024-03-22 2025-02-28
21. ALPHABET INC CL C   2020-04-23 2025-02-28
1.00006 BROADCOM INC   2024-12-30 2025-02-28
6.99994 BROADCOM INC   2024-12-30 2025-02-28
4. BROADCOM INC   2020-04-22 2025-02-28
3. META PLATFORMS INC   2024-05-13 2025-02-28
1. META PLATFORMS INC   2024-12-30 2025-02-28
3. META PLATFORMS INC   2024-02-22 2025-02-28
2.94737 LAM RESH CORP   2024-12-09 2025-02-28
3.05263 LAM RESH CORP   2024-12-09 2025-02-28
12. LAM RESH CORP   2020-04-22 2025-02-28
9. UNITED PARCEL SERVICE-CL B   2024-03-22 2025-02-28
11. UNITED PARCEL SERVICE-CL B   2023-01-19 2025-02-28
.5 MILLROSE PROPERTIES INC   2025-02-07 2025-03-07
2. HEICO CORP CL A   2025-01-17 2025-03-13
1. TRANSDIGM GROUP INC   2024-12-18 2025-03-13
51. ALPHABET INC CL C   2020-04-23 2025-03-21
16. BLACKSTONE INC   2023-03-20 2025-03-21
56. CITIGROUP INC.   2024-09-25 2025-03-21
27. CITIGROUP INC.   2020-04-23 2025-03-21
13. JPMORGAN CHASE & CO   2024-03-22 2025-03-21
1. JPMORGAN CHASE & CO   2024-12-09 2025-03-21
2. JPMORGAN CHASE & CO   2020-04-22 2025-03-21
38. REGIONS FINL CORP NEW   2024-05-13 2025-03-21
46. REGIONS FINL CORP NEW   2022-10-25 2025-03-21
69. SUNCOR ENERGY INC NEW F   2024-03-22 2025-03-21
7. SUNCOR ENERGY INC NEW F   2024-12-09 2025-03-21
10. TARGET CORP   2024-05-13 2025-03-21
9. TARGET CORP   2024-12-09 2025-03-21
42. TARGET CORP   2020-04-22 2025-03-21
40. TOTAL S.A. - ADR   2024-03-22 2025-03-21
11. TOTAL S.A. - ADR   2023-12-14 2025-03-21
11. UNITED PARCEL SERVICE-CL B   2024-03-22 2025-03-21
1. ABBOTT LABS   2025-02-25 2025-03-26
1. ABBVIE INC   2024-03-22 2025-03-26
3. APPLE INC   2024-12-09 2025-03-26
2. CITIGROUP INC.   2020-04-23 2025-03-26
1. HILTON WORLDWIDE HOLDINGS IN   2024-12-30 2025-03-26
1. HOME DEPOT INC   2024-03-22 2025-03-26
2. JPMORGAN CHASE & CO   2020-04-22 2025-03-26
4. MANULIFE FINANCIAL CORP   2020-04-22 2025-03-26
1. MCDONALDS CORP   2023-12-14 2025-03-26
3. MONDELEZ INTERNATIONAL INC   2024-03-22 2025-03-26
5. REGIONS FINL CORP NEW   2024-05-13 2025-03-26
3. STARBUCKS CORP COM   2023-06-14 2025-03-26
9. SUNCOR ENERGY INC NEW F   2024-03-22 2025-03-26
10. TOTAL S.A. - ADR   2023-12-14 2025-03-26
2. UNILEVER PLC - ADR   2024-12-09 2025-03-26
1. UNION PACIFIC CORP   2024-03-01 2025-03-26
2. UNITED PARCEL SERVICE-CL B   2024-06-11 2025-03-26
1. VISA INC-CLASS A SHRS   2024-03-22 2025-03-26
1. WAL MART STORES INC   2025-03-21 2025-03-26
1. WASTE MANAGEMENT INC   2024-03-22 2025-03-26
34. CARMAX INC   2020-04-22 2025-03-27
8. COSTAR GROUP, INC   2021-05-28 2025-03-27
1. DOMINOS PIZZA INC   2021-01-06 2025-03-27
1. FAIR ISSAC, INC   2024-11-27 2025-03-27
1. GARTNER INC   2024-07-08 2025-03-27
2. HEICO CORP CL A   2025-01-17 2025-03-27
1. HEICO CORP CL A   2023-03-08 2025-03-27
1. O'REILLY AUTOMOTIVE INC   2020-04-23 2025-03-27
4. META PLATFORMS INC   2024-05-13 2025-03-31
1. META PLATFORMS INC   2025-03-26 2025-03-31
18. UNITED PARCEL SERVICE-CL B   2024-06-11 2025-03-31
25000. GOLDMAN SACHS GROUP 3.500% 4/01/25   2021-01-28 2025-04-01
7. META PLATFORMS INC   2021-04-08 2025-04-04
4. ELI LILLY & CO COM   2020-04-22 2025-04-04
6. VISA INC-CLASS A SHRS   2024-03-22 2025-04-04
12. GARMIN LTD   2020-05-28 2025-04-04
20000. BOEING CO 2.196% 2/04/26   2021-08-23 2025-04-07
15000. DOLLAR GENERAL CORP 5.450% 7/05/33   2023-09-06 2025-04-07
30000. WESTPAC BANKING CORP 5.457% 11/18/27   2022-11-17 2025-04-07
1. MOODYS CORP   2024-11-15 2025-04-14
51. UNITED PARCEL SERVICE-CL B   2020-04-22 2025-04-22
25000. VR JPMORGAN CHASE & 4.080% 4/26/26   2022-04-21 2025-04-26
15. CARMAX INC   2020-04-22 2025-04-29
12. COPART INC COM   2022-02-17 2025-04-29
1. GARTNER INC   2023-12-26 2025-04-29
1. MARKEL HOLDINGS   2020-04-22 2025-04-29
2. PROGRESSIVE CORP OHIO   2020-04-22 2025-04-29
250000. US TREASURY NOTE 3.875% 4/30/25   2023-05-08 2025-04-30
6. JPMORGAN CHASE & CO   2020-04-22 2025-05-08
62. MANULIFE FINANCIAL CORP   2020-04-22 2025-05-08
21. UNILEVER PLC - ADR   2024-05-13 2025-05-08
7. UNILEVER PLC - ADR   2024-12-09 2025-05-08
7. WASTE MANAGEMENT INC   2023-12-14 2025-05-08
42. CARMAX INC   2020-04-22 2025-05-19
3. LIBERTY MEDIA CORP-LIBERTY FOR   2024-05-30 2025-05-19
1. LIBERTY MEDIA CORP-LIBERTY FOR   2022-06-24 2025-05-19
20000. COMCAST CORP 3.375% 8/15/25   2021-08-23 2025-06-05
5. BROWN & BROWN INC   2022-01-12 2025-06-17
16. CARMAX INC   2020-04-22 2025-06-17
1. GARTNER INC   2023-09-22 2025-06-17
5. HEICO CORP CL A   2023-03-08 2025-06-17
4. PROGRESSIVE CORP OHIO   2020-04-22 2025-06-17
1. TRANSDIGM GROUP INC   2024-12-18 2025-06-17
2. ALPHABET INC CL C   2025-01-28 2025-06-24
12. ALPHABET INC CL C   2020-04-22 2025-06-24
9. RTX CORP   2025-02-28 2025-06-24
5. RTX CORP   2024-03-22 2025-06-24
15. UNITEDHEALTH GROUP INC   2020-04-22 2025-06-24
23. BROOKFIELD CORP   2025-03-13 2025-07-07
2. GARTNER INC   2023-06-20 2025-07-07
9. HEICO CORP CL A   2023-06-07 2025-07-07
4. LIBERTY MEDIA CORP-LIBERTY FOR   2020-04-23 2025-07-07
5. LIBERTY MEDIA CORP-LIBERTY FOR   2024-09-11 2025-07-07
22. O'REILLY AUTOMOTIVE INC   2020-04-22 2025-07-07
10. PROGRESSIVE CORP OHIO   2020-04-22 2025-07-07
11. ARCH CAPITAL GROUP LTD   2024-08-08 2025-07-07
37. ARCH CAPITAL GROUP LTD   2020-04-22 2025-07-07
6. ADOBE SYS INC   2023-06-14 2025-07-11
7. BROADCOM INC   2025-01-25 2025-07-11
6. BROADCOM INC   2020-04-22 2025-07-11
29. UNITEDHEALTH GROUP INC   2020-04-22 2025-07-11
13. TE CONNECTIVITY PLC   2021-11-19 2025-07-11
9. ANSYS INC   2020-04-22 2025-07-18
1. ANSYS INC   2024-09-25 2025-07-18
7. BROOKFIELD CORP   2025-03-13 2025-07-25
4. GARTNER INC   2023-09-19 2025-07-25
20. PERIMETER SOLUTIONS INC   2021-12-30 2025-07-25
3. SYNOPSYS INC COM   2025-07-18 2025-07-25
18. VAIL RESORTS INC COM   2020-04-22 2025-07-25
5. ARCH CAPITAL GROUP LTD   2020-04-22 2025-07-25
14. BROOKFIELD ASSET MANAGEMENT LT   2020-04-23 2025-08-13
45. CARMAX INC   2020-04-22 2025-08-13
9. GARTNER INC   2020-04-22 2025-08-13
7. KKR & CO INC -A   2025-04-29 2025-08-13
8. O'REILLY AUTOMOTIVE INC   2020-04-22 2025-08-13
11. VAIL RESORTS INC COM   2020-04-22 2025-08-13
4. ARCH CAPITAL GROUP LTD   2020-04-22 2025-08-13
.399 SYNOPSYS INC COM   2025-07-18 2025-08-15
6. COSTAR GROUP, INC   2021-05-04 2025-08-27
13. GARTNER INC   2020-04-22 2025-08-27
17. BROADCOM INC   2020-04-22 2025-09-04
1. DOMINOS PIZZA INC   2020-04-22 2025-09-17
12. PROGRESSIVE CORP OHIO   2020-04-22 2025-09-17
4. BERKSHIRE HATHAWAY INC.   2025-03-21 2025-09-19
3. LAM RESH CORP   2025-01-04 2025-09-19
20. LAM RESH CORP   2020-04-22 2025-09-19
18. RTX CORP   2020-12-10 2025-09-19
4. ADVANCED MICRO DEVICES INC   2024-04-20 2025-09-26
2. ALPHABET INC CL C   2020-04-22 2025-09-26
1. ANALOG DEVICES INC   2024-06-11 2025-09-26
1. BLACKSTONE INC   2025-03-26 2025-09-26
1. BLACKSTONE INC   2025-05-08 2025-09-26
1. BOEING CO   2023-12-14 2025-09-26
1. BROADCOM INC   2020-04-22 2025-09-26
1. JPMORGAN CHASE & CO   2020-04-22 2025-09-26
1. KEYSIGHT TECHNOLOGIES INC   2024-12-09 2025-09-26
7. MANULIFE FINANCIAL CORP   2020-04-22 2025-09-26
1. MICROSOFT CORP   2024-03-22 2025-09-26
4. TOTAL S.A. - ADR   2023-12-14 2025-09-26
2. UNILEVER PLC - ADR   2024-05-13 2025-09-26
1. WASTE MANAGEMENT INC   2023-12-14 2025-09-26
2. EATON CORP PLC   2025-03-21 2025-09-26
109. COGNIZANT TECH SOLUTIONS CRP COM   2020-04-22 2025-10-06
20000. US TREASURY NOTE 1.250% 12/31/26   2022-02-14 2025-10-14
22.5 BROOKFIELD CORP   2025-03-13 2025-10-15
23.5 BROOKFIELD CORP   2022-10-27 2025-10-15
7. COSTAR GROUP, INC   2021-05-04 2025-10-15
2. VERISK ANALYTICS INC   2020-04-22 2025-10-15
18. BERKLEY W R CORP   2024-10-29 2025-10-29
7. BERKLEY W R CORP   2024-07-25 2025-10-29
51. BROOKFIELD CORP   2023-06-07 2025-10-29
5. EATON CORP PLC   2025-03-21 2025-10-31
8. EATON CORP PLC   2021-02-10 2025-10-31
11. ADVANCED MICRO DEVICES INC   2023-06-14 2025-11-04
1. AIR PRODS & CHEMS INC COM   2025-01-29 2025-11-19
11. BERKLEY W R CORP   2024-08-08 2025-11-19
23. BROOKFIELD CORP   2023-06-07 2025-11-19
2. HEICO CORP CL A   2023-06-07 2025-11-19
1. TRANSDIGM GROUP INC   2025-08-13 2025-11-19
4. ARCH CAPITAL GROUP LTD   2020-04-22 2025-11-19
40000. US TREASURY NOTE 1.250% 12/31/26   2022-02-14 2025-12-03
9. ECOLAB INC   2025-02-25 2025-12-10
33. MAGNUM ICE CREAM CO BV/THE   2020-04-22 2025-12-10
48. LAM RESH CORP   2020-04-22 2025-12-17
2. DEEMED REDEEMED ASML HOLDING NV ESCR   2025-09-19 2025-12-17
41. BROOKFIELD CORP   2022-10-19 2025-12-18
1. HILTON WORLDWIDE HOLDINGS IN   2025-07-07 2025-12-18
8. HILTON WORLDWIDE HOLDINGS IN   2022-08-03 2025-12-18
1. IDEXX CORP   2025-02-11 2025-12-18
2. IDEXX CORP   2025-08-13 2025-12-18
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 2,927   1,744 1,183
b 953   1,119 -166
c 497   412 85
d 344   382 -38
e 57   77 -20
348   345 3
607   349 258
729   386 343
161   172 -11
281   299 -18
430   392 38
1,505   201 1,304
558   636 -78
1,505   1,054 451
495   164 331
2,180   2,811 -631
94   104 -10
377   420 -43
18,285   17,830 455
55,273   56,246 -973
1,502   872 630
458   516 -58
526   450 76
1,292   201 1,091
3,639   2,669 970
300   318 -18
2,243   1,893 350
949   1,010 -61
894   761 133
179   193 -14
655   2,017 -1,362
5,078   8,002 -2,924
2,121   1,644 477
579   537 42
12,984   8,413 4,571
1,177   1,617 -440
11,773   10,366 1,407
14,369   14,839 -470
2,025   888 1,137
2,859   1,744 1,115
832   542 290
2,202   1,978 224
3,557   1,820 1,737
195   238 -43
1,363   1,667 -304
779   103 676
1,966   1,401 565
655   596 59
1,966   1,418 548
223   217 6
231   232 -1
909   318 591
1,067   1,410 -343
1,304   2,045 -741
11   12 -1
396   379 17
1,329   1,269 60
8,357   3,263 5,094
2,346   1,251 1,095
3,989   3,389 600
1,923   1,171 752
3,092   2,577 515
238   247 -9
476   192 284
812   760 52
983   970 13
2,580   2,478 102
262   273 -11
1,033   1,611 -578
929   1,211 -282
4,337   4,446 -109
2,535   2,727 -192
697   765 -68
1,245   1,549 -304
126   135 -9
201   178 23
666   729 -63
147   87 60
235   249 -14
362   392 -30
503   182 321
125   47 78
313   289 24
198   217 -19
112   100 12
294   302 -8
351   323 28
652   680 -28
116   117 -1
238   251 -13
222   275 -53
344   284 60
85   86 -1
228   212 16
2,597   2,399 198
639   686 -47
471   383 88
1,868   2,344 -476
425   450 -25
423   375 48
211   136 75
1,421   385 1,036
2,251   1,867 384
563   613 -50
1,979   2,377 -398
25,000   27,620 -2,620
3,558   2,181 1,377
2,959   1,850 1,109
1,886   1,706 180
2,138   1,092 1,046
19,551   20,150 -599
14,872   14,313 559
30,781   30,657 124
438   474 -36
4,932   5,107 -175
25,000   25,026 -26
970   983 -13
716   375 341
420   447 -27
1,806   893 913
550   164 386
250,000   249,590 410
1,532   546 986
1,938   729 1,209
1,315   1,133 182
438   410 28
1,647   1,446 201
2,856   2,752 104
289   223 66
96   61 35
20,000   21,762 -1,762
541   358 183
1,045   1,049 -4
409   356 53
1,193   671 522
1,062   328 734
1,427   1,269 158
338   353 -15
2,026   761 1,265
1,269   1,183 86
705   476 229
4,532   6,678 -2,146
1,457   1,209 248
796   708 88
2,285   1,185 1,100
411   211 200
465   346 119
2,022   535 1,487
2,552   821 1,731
979   1,103 -124
3,292   1,813 1,479
2,178   2,950 -772
1,921   1,556 365
1,646   154 1,492
8,740   8,201 539
2,307   2,143 164
3,563   2,338 1,225
396   322 74
470   346 124
1,432   1,413 19
335   279 56
1,817   1,729 88
2,867   2,881 -14
443   127 316
877   385 492
2,593   2,899 -306
2,148   1,903 245
1,024   829 195
819   194 625
1,671   1,705 -34
354   102 252
247   230 17
532   514 18
3,186   1,352 1,834
5,199   437 4,762
441   379 62
2,919   985 1,934
1,967   2,100 -133
383   226 157
2,551   529 2,022
2,840   1,594 1,246
636   740 -104
495   127 368
247   236 11
175   147 28
175   141 34
221   255 -34
335   26 309
317   91 226
174   172 2
215   82 133
512   427 85
253   272 -19
118   108 10
218   177 41
731   583 148
7,358   5,925 1,433
19,456   19,380 76
1,019   742 277
1,065   499 566
526   598 -72
484   298 186
1,283   1,052 231
499   398 101
2,404   1,078 1,326
1,908   1,447 461
3,053   974 2,079
2,796   1,799 997
253   327 -74
842   624 218
997   486 511
481   260 221
1,347   1,340 7
364   102 262
39,017   37,632 1,385
2,292   2,409 -117
497   435 62
7,406   1,270 6,136
2,036   1,875 161
1,837   851 986
287   272 15
2,297   1,288 1,009
697   466 231
1,395   1,312 83
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
      227,983
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,183
b       -166
c       85
d       -38
e       -20
      3
      258
      343
      -11
      -18
      38
      1,304
      -78
      451
      331
      -631
      -10
      -43
      455
      -973
      630
      -58
      76
      1,091
      970
      -18
      350
      -61
      133
      -14
      -1,362
      -2,924
      477
      42
      4,571
      -440
      1,407
      -470
      1,137
      1,115
      290
      224
      1,737
      -43
      -304
      676
      565
      59
      548
      6
      -1
      591
      -343
      -741
      -1
      17
      60
      5,094
      1,095
      600
      752
      515
      -9
      284
      52
      13
      102
      -11
      -578
      -282
      -109
      -192
      -68
      -304
      -9
      23
      -63
      60
      -14
      -30
      321
      78
      24
      -19
      12
      -8
      28
      -28
      -1
      -13
      -53
      60
      -1
      16
      198
      -47
      88
      -476
      -25
      48
      75
      1,036
      384
      -50
      -398
      -2,620
      1,377
      1,109
      180
      1,046
      -599
      559
      124
      -36
      -175
      -26
      -13
      341
      -27
      913
      386
      410
      986
      1,209
      182
      28
      201
      104
      66
      35
      -1,762
      183
      -4
      53
      522
      734
      158
      -15
      1,265
      86
      229
      -2,146
      248
      88
      1,100
      200
      119
      1,487
      1,731
      -124
      1,479
      -772
      365
      1,492
      539
      164
      1,225
      74
      124
      19
      56
      88
      -14
      316
      492
      -306
      245
      195
      625
      -34
      252
      17
      18
      1,834
      4,762
      62
      1,934
      -133
      157
      2,022
      1,246
      -104
      368
      11
      28
      34
      -34
      309
      226
      2
      133
      85
      -19
      10
      41
      148
      1,433
      76
      277
      566
      -72
      186
      231
      101
      1,326
      461
      2,079
      997
      -74
      218
      511
      221
      7
      262
      1,385
      -117
      62
      6,136
      161
      986
      15
      1,009
      231
      83
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 295,351
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 5,825
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 5,825
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 5,825
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,204
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 5,204
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....... 9 621
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)
PA
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 ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
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
WELLS FARGO BANK N A TRUSTEE
1 		82,902    
100 N MAIN ST FL 5D4001-052
WINSTON SALEM,NC27101
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
9,828,784
b
Average of monthly cash balances.......................
1b
353,440
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,182,224
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
10,182,224
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
152,733
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,029,491
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
501,475
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
501,475
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,825
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,825
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
495,650
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
495,650
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
495,650
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
425,631
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
425,631
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 7 495,650
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 351,850
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: $ 425,631
a Applied to 2024, but not more than line 2a 351,850
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..... 73,781
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 .......... 		421,869
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).)
NONE
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.
NONE
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

KOSCIUSZKO FOUNDATION INC

15 EAST 65TH ST
NEW YORK,NY10065 		NONE   GENERAL OPERATING 52,000

CATHERINE MCAULEY CENTER

430 PITTSTON AVENUE
SCRANTON,PA18505 		NONE   GENERAL OPERATING 52,000

MISERICORDIA COLLEGE

301 LAKE STREET
DALLAS,PA18612 		NONE   GENERAL OPERATING 52,000

ST MARYS CH OF IMMACULATE CONCEPTION

134 S WASHINGTON ST
WILKES BARRE,PA18701 		NONE   GENERAL OPERATING 52,000

WILKES UNIVERSITY

84 WEST SOUTH STREET
WILKES BARRE,PA18766 		NONE   GENERAL OPERATING 52,000

SAINT NICHOLAS R C CHURCH

226 S WASHINGTON ST
WILKES BARRE,PA18701 		NONE   GENERAL OPERATING 52,000

KINGS COLLEGE

133 N RIVER ST
WILKES BARRE,PA18711 		NONE   GENERAL OPERATING 52,000

OUR LADY OF HOPE

40 PARK AVENUE
WILKES BARRE,PA18702 		NONE   GENERAL OEPRATING 52,000
Total ................................. 3a 416,000
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 ....     14 186,249  
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 ............ 		    18 295,351  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 22,740  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   504,340  
13Total. Add line 12, columns (b), (d), and (e)..................
13
504,340
(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 AccountingFeesSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,341     1,341

TY 2025 InvestmentsCorpBondsSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Name of Bond End of Year Book Value End of Year Fair Market Value
579780AR8 MCCORMICK & CO 19,973 19,923
20030NBN0 COMCAST CORP    
097023DG7 BOEING CO    
38141GXJ8 GOLDMAN SACHS GROUP    
91282CCJ8 US TREASURY NOTE    
693506BU0 PPG INDUSTRIES INC 18,321 19,884
78016FZS6 ROYAL BANK OF CANADA 28,993 30,209
961214FK4 WESTPAC BANKING CORP    
91282CDQ1 US TREASURY NOTE 1.2    
46647PCZ7 VR JPMORGAN CHASE &    
9128283F5 US TREASURY NOTE 55,905 58,669
02005NBQ2 ALLY FINANCIAL INC 24,745 25,218
023135CF1 AMAZON.COM INC 24,929 24,894
548661EG8 LOWE'S COS INC 19,023 19,856
09247XAT8 BLACKROCK INC 24,474 25,577
172967KU4 CITIGROUP INC 18,908 19,992
256677AP0 DOLLAR GENERAL CORP 9,542 10,370
29444UBS4 EQUINIX INC 20,289 22,625
30303M8L9 META PLATFORMS INC 24,969 25,461
61747YED3 VR MORGAN STANLEY 2. 24,038 26,658
67103HAL1 O'REILLY AUTOMOTIVE 24,289 25,217
883556BZ4 THERMO FISHER SCIENT    
89115A2E1 TORONTO-DOMINION BAN 23,551 24,952
9128283W8 US TREASURY NOTE 43,068 44,321
9128285M8 US TREASURY NOTE 48,359 49,442
91282CDY4 US TREASURY NOTE 1.8    
91282CGQ8 US TREASURY NOTE 65,637 65,827
91282CGX3 US TREASURY NOTE    
26442CBM5 DUKE ENERGY CAROLINA 14,693 15,184
571903BQ5 MARRIOTT INTERNATION 20,168 20,627
91282CFV8 US TREASURY NOTE 4.1 74,343 75,859
91282CJJ1 US TREASURY NOTE 50,596 51,627
91282CJZ5 US TREASURY NOTE 72,686 74,766
927804GP3 VIRGINIA ELEC & POWE 20,006 20,239
03027XCL2 AMERICAN TOWER CORP 14,954 15,359
20826FBL9 CONOCOPHILLIPS COMPA 14,595 15,208
31488VAA5 FERGUSON ENTERPRISES 10,152 10,086
373334KY6 GEORGIA POWER CO 14,800 15,240
59156RCE6 METLIFE INC 20,410 21,081
87264ABF1 T-MOBILE USA INC 14,753 14,751
91282CEV9 US TREASURY NOTE 3.2 48,955 49,430
91282CHH7 US TREASURY NOTE 49,939 50,139
91282CJC6 US TREASURY NOTE 25,210 25,202
91282CNC1 US TREASURY NOTE 35,632 35,290

TY 2025 InvestmentsCorpStockSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Name of Stock End of Year Book Value End of Year Fair Market Value
67103H107 O'REILLY AUTOMOTIVE 7,655 28,731
11135F101 BROADCOM INC 3,602 48,454
92345Y106 VERISK ANALYTICS INC 2,236 3,355
H2906T109 GARMIN LTD 4,634 9,534
150870103 CELANESE CORP    
609207105 MONDELEZ INTERNATION 10,029 10,012
594918104 MICROSOFT CORP 38,197 84,634
422806208 HEICO CORP CL A 15,543 36,855
22160N109 COSTAR GROUP, INC 16,429 16,003
902252105 TYLER TECHNOLOGIES I 9,405 11,349
89151E109 TOTALENERGIES SE -SP    
929160109 VULCAN MATERIALS COM 17,366 32,230
366651107 GARTNER INC    
87612E106 TARGET CORP    
46625H100 JPMORGAN CHASE & CO 8,996 31,900
48251W104 KKR & CO INC -A 5,410 27,408
25754A201 DOMINOS PIZZA INC 9,533 10,837
217204106 COPART INC COM 11,633 22,511
311900104 FASTENAL CO 3,532 8,187
94106L109 WASTE MANAGEMENT INC 10,389 16,039
904767704 UNILEVER PLC - ADR    
00287Y109 ABBVIE INC 9,311 17,822
570535104 MARKEL GROUP INC 9,938 21,497
097023105 BOEING CO 16,162 21,712
743315103 PROGRESSIVE CORP OHI    
G0450A105 ARCH CAPITAL GROUP L 1,822 6,906
883556102 THERMO FISHER SCIENT 11,552 15,645
907818108 UNION PACIFIC CORP 9,330 11,797
893641100 TRANSDIGM GROUP INC 11,329 35,906
55354G100 MSCI INC 11,021 13,770
192446102 COGNIZANT TECH SOLUT    
532457108 ELI LILLY & CO COM 4,800 29,016
778296103 ROSS STORES INC 3,026 5,044
03662Q105 ANSYS INC    
172967424 CITIGROUP INC. 8,478 23,338
G29183103 EATON CORP PLC 4,699 13,377
92826C839 VISA INC-CLASS A SHR 10,109 18,588
526057104 LENNAR CORPORATION C 5,858 10,486
M98068105 WIX.COM LTD 2,423 1,870
037833100 APPLE INC 26,455 85,364
92343E102 VERISIGN INC COM    
615369105 MOODYS CORP 2,632 5,109
58933Y105 MERCK & CO INC NEW    
09260D107 BLACKSTONE INC 9,144 18,651
448579102 HYATT HOTELS CORP 4,347 8,978
143130102 CARMAX INC    
43300A203 HILTON WORLDWIDE HOL 20,905 50,556
12504L109 CBRE GROUP INC 10,766 24,922
17275R102 CISCO SYSTEMS INC    
595017104 MICROCHIP TECHNOLOGY    
91879Q109 VAIL RESORTS INC COM    
115236101 BROWN & BROWN INC 13,390 20,324
867224107 SUNCOR ENERGY INC NE 9,616 20,539
538034109 LIVE NATION ENT INC 14,558 25,223
052769106 AUTODESK INC    
45168D104 IDEXX CORP 4,959 10,148
573284106 MARTIN MARIETTA MATL 12,930 21,793
776696106 ROPER TECHNOLOGIES I 11,097 13,799
56501R106 MANULIFE FINANCIAL C 4,801 14,911
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I    
02079K107 ALPHABET INC CL C 11,902 58,994
75513E101 RTX CORP 7,266 20,541
30303M102 META PLATFORMS INC 12,756 36,305
03990B101 ARES MANAGEMENT CORP 6,490 10,344
113004105 BROOKFIELD ASSET MAN 3,206 6,182
7591EP100 REGIONS FINL CORP NE 7,325 10,244
437076102 HOME DEPOT INC 11,415 12,044
11271J107 BROOKFIELD CORP 12,795 33,637
00724F101 ADOBE INC 10,937 8,400
007903107 ADVANCED MICRO DEVIC 6,519 15,634
361ESC049 ESC GCI LIBERTY INC    
531229755 LIBERTY MEDIA CORP-L 2,359 9,457
531229771 LIBERTY MEDIA CORP-L 3,809 4,916
580135101 MCDONALDS CORP 13,588 14,670
855244109 STARBUCKS CORP COM 9,879 8,505
941848103 WATERS CORP 4,847 6,077
023135106 AMAZON COM INC COM 42,687 50,319
031100100 AMETEK INC COM 5,075 6,159
032654105 ANALOG DEVICES INC 11,805 13,560
084423102 BERKLEY W R CORP 2,124 2,805
09290D101 BLACKROCK INC 7,300 14,985
11276H106 BROOKFIELD INFRASTRU 15,528 21,156
11285B108 BROOKFIELD RENEWABLE 7,698 7,668
12510Q100 CCC INTELLIGENT SOLU 7,865 5,541
29362U104 ENTEGRIS INC 10,508 8,931
303250104 FAIR ISSAC, INC 14,064 16,906
339750101 FLOOR & DECOR HOLDIN 8,952 6,393
363576109 GALLAGHER ARTHUR J & 10,283 9,316
384109104 GRACO INC 2,724 2,705
49338L103 KEYSIGHT TECHNOLOGIE 10,939 13,004
512807306 LAM RESH CORP 2,117 13,694
571748102 MARSH & MCLENNAN COS 15,318 12,986
71385M107 PERIMETER SOLUTIONS 2,462 5,919
74275K108 PROCORE TECHNOLOGIES 4,868 4,437
78351F107 RYAN SPECIALTY HOLDI 4,673 3,666
922475108 VEEVA SYSTEMS INC 13,137 14,733
92338C103 VERALTO CORP 1,305 1,297
94106B101 WASTE CONNECTIONS IN 6,293 6,138
G87052109 TE CONNECTIVITY PLC 4,719 12,968
002824100 ABBOTT LABS 13,343 12,404
009158106 AIR PRODS & CHEMS IN 6,228 4,940
03783C100 APPFOLIO INC 4,953 4,886
084670702 BERKSHIRE HATHAWAY I 11,550 11,058
26969P108 EAGLE MATLS INC 2,127 2,067
278865100 ECOLAB INC 8,565 8,401
50212V100 LPL FINANCIAL HOLDIN 11,607 11,429
530909308 LIBERTY LIVE HOLDING 3,206 3,077
620076307 MOTOROLA SOLUTIONS, 15,565 14,183
64110L106 NETFLIX INC 10,455 10,314
67066G104 NVIDIA CORP 15,703 24,805
79466L302 SALESFORCE INC 11,221 11,126
888787108 TOAST INC 3,484 3,196
90353T100 UBER TECHNOLOGIES IN 15,115 15,525
904767803 UNILEVER PLC ADR 8,504 9,592
931142103 WALMART INC 8,326 10,807
98419M100 XYLEM INC/NY 12,517 13,890
F92124100 TOTALENERGIES SE 13,206 19,364
N07059210 ASML HOLDING NV-NY R 9,141 13,908

TY 2025 InvestmentsOtherSchedule2
Name:
KOONS M R CHAR
EIN:
23-6752597
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
94988V308 AS DISCIPLINED US CO AT COST 300,000 533,824
04314H600 ARTISAN MID CAP FUND AT COST 42,000 33,721
922031737 VANGUARD INFLAT-PROT AT COST 200,000 177,443
41664T420 HARTFORD MIDCAP FUND AT COST 320,000 301,197
412295107 HARDING LOEVNER INTL AT COST 113,512 134,453
464287630 ISHARES RUSSELL 2000 AT COST 96,795 212,559
70299PGP6 PARTNERS GROUP PRIVA AT COST 111,958 281,235
921943858 VANGUARD FTSE DEVELO AT COST 397,188 680,173
77954Q403 T ROWE PRICE BLUE CH AT COST 549,255 1,535,393
90274D382 ETRACS ALERIAN INFRA AT COST 248,367 349,300
78410G104 SBA COMMUNICATIONS C      
922040100 VANGUARD INSTL INDEX AT COST 529,888 1,859,651
922042858 VANGUARD FTSE EMERGI AT COST 165,690 261,865
64128R608 NEUBERGER BERMAN LON AT COST 200,000 297,787
464287804 ISHARES CORE S&P SMA AT COST 124,390 175,583
30254T643 FPA NEW INCOME FUND- AT COST 254,561 259,392
77958B402 T ROWE PRICE INST FL AT COST 150,000 152,757
92189F486 VANECK IG FLOATING R AT COST 200,298 200,298

TY 2025 OtherDecreasesSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Description Amount
MUTUAL FUND TIMING ADJ 4,204
CY PURCHASE OF ACCRUED INTEREST 163
ROC ON CY SALES 90
PY RETURN OF CAPITAL ADJUSTMENT 1,185
COST BASIS ADJ 55


TY 2025 OtherExpensesSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 15 15   0


TY 2025 OtherIncomeSchedule2
Name:
KOONS M R CHAR
EIN:
23-6752597
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 22,740 22,740  


TY 2025 OtherIncreasesSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Description Amount
PY PURCHASE OF ACCRUED INTEREST 278
TAX LOT BASIS ADJUSTMENT 417


TY 2025 OtherProfessionalFeesSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 4,496 4,496    


TY 2025 TaxesSchedule
Name:
KOONS M R CHAR
EIN:
23-6752597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,647 2,647   0
FEDERAL TAX PAYMENT - PRIOR YE 731 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,204 0   0
FOREIGN TAXES ON NONQUALIFIED 999 999   0