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
KANITZ LOUIS J & GOLDA I MAIN AC
 
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

94-6665743
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)$6,882,364J 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... 186,838 186,189  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 275,919
b Gross sales price for all assets on line 6a 1,748,149
7 Capital gain net income (from Part IV, line 2)... 275,919
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).......      
12 Total. Add lines 1 through 11........ 462,757 462,108  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,732 36,549   12,183
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).... Click to see attachment
List of Attached Documents:
// Content
13,977 4,977   9,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,271 4,192   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
79 79    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,059 45,797 0 21,183
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 372,059 45,797 0 321,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 90,698
b Net investment income (if negative, enter -0-) 416,311
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.............      
2 Savings and temporary cash investments......... 175,397 225,414 225,414
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)....... 1,133,445 Click to see attachment
List of Attached Documents:
// Content
1,229,115 		2,740,391
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,415,758 Click to see attachment
List of Attached Documents:
// Content
3,380,645 		3,916,559
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) 4,724,600 4,835,174 6,882,364
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........ 4,724,600 4,835,174
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)..... 4,724,600 4,835,174
30 Total liabilities and net assets/fund balances (see instructions). 4,724,600 4,835,174
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
4,724,600
2
Enter amount from Part I, line 27a .....................
2
90,698
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
20,396
4
Add lines 1, 2, and 3 ..........................
4
4,835,694
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
520
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,835,174
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 143. CELANESE CORP     2025-02-28
b 283. CELANESE CORP     2025-02-28
c 683. CISCO SYSTEMS INC     2025-02-28
d 29. MERCK & CO INC NEW   2024-09-05 2025-02-28
e 389. MERCK & CO INC NEW     2025-02-28
27. GARMIN LTD   2020-05-29 2025-02-28
133. ALPHABET INC CL C     2025-03-04
16. META PLATFORMS INC   2024-07-23 2025-03-04
8. META PLATFORMS INC   2021-04-08 2025-03-04
70. LAM RESH CORP   2024-07-23 2025-03-04
23. LAM RESH CORP   2018-08-02 2025-03-04
56. UNITED PARCEL SERVICE-CL B     2025-03-04
333. FIRST TRUST GLOBAL TACTICAL   2023-10-18 2025-03-20
289. GOLDMAN SACHS ACTIVEBETA INT ETF   2021-07-26 2025-03-20
634. ISHARES CORE U.S. AGGREGATE ETF   2022-04-21 2025-03-20
1771. ISHARES IBOXX $ INVESTMENT   2024-11-08 2025-03-20
252. ISHARES CORE MSCI EAFE ETF   2024-11-08 2025-03-20
26. ALPHABET INC CL C   2025-03-20 2025-03-25
137. ALPHABET INC CL C   2014-04-25 2025-03-25
38. BLACKSTONE INC   2025-03-20 2025-03-25
15. BLACKSTONE INC   2023-03-17 2025-03-25
152. CITIGROUP INC.     2025-03-25
101. CITIGROUP INC.     2025-03-25
45. JPMORGAN CHASE & CO   2025-03-20 2025-03-25
9. JPMORGAN CHASE & CO   2020-04-03 2025-03-25
137.999 REGIONS FINL CORP NEW     2025-03-25
135.001 REGIONS FINL CORP NEW   2024-09-05 2025-03-25
92. SUNCOR ENERGY INC NEW F   2024-09-05 2025-03-25
115. SUNCOR ENERGY INC NEW F     2025-03-25
53. TARGET CORP   2024-09-26 2025-03-25
126. TARGET CORP   2001-05-11 2025-03-25
127. TOTAL S.A. - ADR     2025-03-25
34. TOTAL S.A. - ADR   2023-06-15 2025-03-25
33. UNITED PARCEL SERVICE-CL B   2024-09-26 2025-03-25
20. UNITED PARCEL SERVICE-CL B   2024-09-26 2025-04-30
191. UNITED PARCEL SERVICE-CL B     2025-04-30
34. ALPHABET INC CL C   2014-04-25 2025-06-05
52. APPLE INC   2024-07-23 2025-06-05
16. BOEING CO     2025-06-05
15. BROADCOM INC   2020-03-04 2025-06-05
6. META PLATFORMS INC   2025-03-20 2025-06-05
35. META PLATFORMS INC     2025-06-05
378. GOLDMAN SACHS ACTIVEBETA INT ETF   2021-07-26 2025-06-05
318. ISHARES CORE MSCI EAFE ETF   2023-05-16 2025-06-05
73. ISHARES CORE MSCI EMERGING ETF   2025-03-20 2025-06-05
39. ISHARES CORE MSCI EMERGING ETF   2024-01-25 2025-06-05
37. JPMORGAN CHASE & CO     2025-06-05
17. ELI LILLY & CO COM   2024-07-23 2025-06-05
4. ELI LILLY & CO COM   2016-10-05 2025-06-05
189. MANULIFE FINANCIAL CORP     2025-06-05
27. MICROSOFT CORP     2025-06-05
49. MONDELEZ INTERNATIONAL INC   2024-11-08 2025-06-05
23. NVIDIA CORP   2025-04-30 2025-06-05
28. RTX CORP   2025-03-20 2025-06-05
93. UNILEVER PLC - ADR   2020-02-04 2025-06-05
77. VANGUARD RUSSELL 2000   2024-09-05 2025-06-05
153. VANGUARD MIDCAP VIPER   2025-03-20 2025-06-05
19. VISA INC-CLASS A SHRS   2025-03-20 2025-06-05
14. VISA INC-CLASS A SHRS     2025-06-05
20. WASTE MANAGEMENT INC   2025-03-20 2025-06-05
14. WASTE MANAGEMENT INC     2025-06-05
10. EATON CORP PLC   2025-03-25 2025-06-05
39. GARMIN LTD   2020-05-29 2025-06-05
2477. FIRST TRUST GLOBAL TACTICAL   2023-10-18 2025-06-18
43. RTX CORP     2025-07-02
23. UNITEDHEALTH GROUP INC     2025-07-02
26. UNITEDHEALTH GROUP INC   2007-07-23 2025-07-02
1009. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-07-11
33. BROADCOM INC   2020-03-04 2025-07-16
85. UNITEDHEALTH GROUP INC   2007-07-23 2025-07-16
33. TE CONNECTIVITY PLC     2025-07-16
1009. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-08-08
46. ALPHABET INC CL C   2014-04-25 2025-08-19
23. APPLE INC   2024-09-05 2025-08-19
6. APPLE INC   2024-07-23 2025-08-19
3. BLACKROCK INC   2024-09-05 2025-08-19
54. CITIGROUP INC.     2025-08-19
207. FIRST TRUST GLOBAL TACTICAL   2024-11-08 2025-08-19
2434. FIRST TRUST GLOBAL TACTICAL     2025-08-19
110. GOLDMAN SACHS ACTIVEBETA INT ETF   2021-07-26 2025-08-19
107. ISHARES JP MORGAN USD EMERGING   2022-04-21 2025-08-19
96. ISHARES CORE MSCI EAFE ETF   2023-05-16 2025-08-19
135. ISHARES CORE MSCI EMERGING ETF   2024-01-25 2025-08-19
12. JPMORGAN CHASE & CO   2009-11-02 2025-08-19
7. MICROSOFT CORP   2025-03-20 2025-08-19
6. MICROSOFT CORP   2015-07-22 2025-08-19
108. SUNCOR ENERGY INC NEW F   2015-07-29 2025-08-19
2283. VANGUARD RUSSELL 2000     2025-08-19
92. VANGUARD MIDCAP VIPER   2025-03-20 2025-08-19
5. DEEMED REDEEMED ASML HOLDING NV ESCR   2025-03-04 2025-08-19
48. BROADCOM INC   2020-03-04 2025-09-08
1009. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-09-10
20. BERKSHIRE HATHAWAY INC.   2025-03-25 2025-09-23
91. LAM RESH CORP     2025-09-23
64. RTX CORP     2025-09-23
289. COGNIZANT TECH SOLUTIONS CRP COM     2025-10-07
1009. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-10-07
52. ADVANCED MICRO DEVICES INC     2025-11-05
20. EATON CORP PLC     2025-11-05
30. EATON CORP PLC   2020-11-03 2025-11-05
1009. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-11-14
359. INVESCO OPTIMUM YIELD DIVERSIF ETF   2022-08-10 2025-11-20
2563. ISHARES CORE U.S. AGGREGATE ETF   2022-04-21 2025-11-20
260. NETFLIX.COM INC     2025-11-20
37. UBER TECHNOLOGIES INC   2025-09-08 2025-11-20
165. SPDR GOLD MINISHARES TRUST ETF   2025-06-18 2025-11-20
844. SPDR GOLD MINISHARES TRUST ETF   2025-01-01 2025-12-05
35. ECOLAB INC   2025-02-28 2025-12-11
94. MAGNUM ICE CREAM CO BV/THE     2025-12-11
(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 7,203   13,903 -6,700
b 14,256   14,293 -37
c 43,324   13,575 29,749
d 2,643   3,430 -787
e 35,447   21,874 13,573
6,103   2,448 3,655
22,396   5,676 16,720
10,202   7,870 2,332
5,101   2,500 2,601
5,330   6,787 -1,457
1,751   425 1,326
6,621   7,666 -1,045
8,440   8,013 427
10,593   10,176 417
62,695   65,518 -2,823
193,296   194,624 -1,328
19,556   18,633 923
4,457   4,257 200
23,485   3,527 19,958
5,787   5,625 162
2,284   1,220 1,064
11,333   10,052 1,281
7,531   5,052 2,479
11,218   10,646 572
2,244   774 1,470
3,071   3,119 -48
3,004   3,089 -85
3,540   3,613 -73
4,425   3,228 1,197
5,666   8,310 -2,644
13,470   5,016 8,454
8,080   8,485 -405
2,163   1,999 164
3,782   4,407 -625
1,897   2,671 -774
18,119   14,459 3,660
5,829   875 4,954
10,528   11,659 -1,131
3,371   3,422 -51
3,932   424 3,508
4,134   3,498 636
24,112   7,454 16,658
14,910   13,310 1,600
26,464   21,748 4,716
4,254   4,036 218
2,273   1,907 366
9,719   3,140 6,579
12,992   14,844 -1,852
3,057   327 2,730
6,069   2,592 3,477
12,667   10,897 1,770
3,252   3,222 30
3,237   2,408 829
3,895   3,771 124
5,862   5,461 401
6,511   6,624 -113
41,769   40,075 1,694
6,990   6,441 549
5,150   2,839 2,311
4,769   4,542 227
3,338   1,830 1,508
3,274   3,028 246
8,059   3,536 4,523
64,008   59,608 4,400
6,201   5,306 895
7,121   13,026 -5,905
8,050   1,340 6,710
5   5  
9,220   932 8,288
24,953   4,381 20,572
5,788   4,589 1,199
5   5  
9,383   1,184 8,199
5,321   5,119 202
1,388   1,345 43
3,379   2,669 710
5,073   2,653 2,420
5,125   4,904 221
60,262   57,669 2,593
4,495   3,873 622
10,049   10,035 14
8,282   6,566 1,716
8,405   6,602 1,803
3,490   509 2,981
3,605   2,697 908
3,090   275 2,815
4,148   2,880 1,268
210,567   195,511 15,056
26,391   24,097 2,294
3,757   3,515 242
16,550   1,355 15,195
5   5  
9,884   10,559 -675
11,935   1,679 10,256
10,223   5,031 5,192
19,631   14,561 5,070
6   5 1
13,427   8,151 5,276
7,839   5,904 1,935
11,758   3,325 8,433
7   6 1
4,888   6,211 -1,323
256,765   264,862 -8,097
28,545   26,272 2,273
3,313   3,495 -182
13,324   11,065 2,259
6   4 2
9,101   9,422 -321
1,455   1,242 213
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       -6,700
b       -37
c       29,749
d       -787
e       13,573
      3,655
      16,720
      2,332
      2,601
      -1,457
      1,326
      -1,045
      427
      417
      -2,823
      -1,328
      923
      200
      19,958
      162
      1,064
      1,281
      2,479
      572
      1,470
      -48
      -85
      -73
      1,197
      -2,644
      8,454
      -405
      164
      -625
      -774
      3,660
      4,954
      -1,131
      -51
      3,508
      636
      16,658
      1,600
      4,716
      218
      366
      6,579
      -1,852
      2,730
      3,477
      1,770
      30
      829
      124
      401
      -113
      1,694
      549
      2,311
      227
      1,508
      246
      4,523
      4,400
      895
      -5,905
      6,710
       
      8,288
      20,572
      1,199
       
      8,199
      202
      43
      710
      2,420
      221
      2,593
      622
      14
      1,716
      1,803
      2,981
      908
      2,815
      1,268
      15,056
      2,294
      242
      15,195
       
      -675
      10,256
      5,192
      5,070
      1
      5,276
      1,935
      8,433
      1
      -1,323
      -8,097
      2,273
      -182
      2,259
      2
      -321
      213
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 2 275,919
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 5,787
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 5,787
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 5,787
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,632
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 4,632
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 1,155
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)
CA
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 5D4001-052WINSTONSALEMNC 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)
Yes
 
(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
 
No
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 		48,732    
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
6,326,589
b
Average of monthly cash balances.......................
1b
196,781
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,523,370
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
6,523,370
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,851
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,425,519
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
321,276
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
321,276
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,787
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,787
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
315,489
4
Recoveries of amounts treated as qualifying distributions................
4
17,211
5
Add lines 3 and 4............................
5
332,700
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
332,700
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
321,183
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
321,183
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 7 332,700
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 202,041
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: $ 321,183
a Applied to 2024, but not more than line 2a 202,041
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..... 119,142
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 .......... 		213,558
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 e-mail address of the person to whom applications should be addressed:
CENTER FOR SCHOLARSHIP ADMIN INC
4320 WADE HAMPTON BLVD STE G
TAYLORS,SC29687
(864) 268-3363
bThe form in which applications should be submitted and information and materials they should include:
ONLINE APPLICATION AT S://WWW.CSASCHOLARS.ORG/KANITZ/INDEXCSS.PHP#
cAny submission deadlines:
MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
BE HIGH SCHOOL SENIORS OR GRADUATES OF MUSKEGON HIGH SCHOOL, DEMONSTRATE FINANCIAL NEED, PLAN TO ATTEND A TWO-YEAR OR FOUR-YEAR COL AND A MINIMUM CUMULATIVE UNWEIGHTED GPA OF 2.0 ON A 4.0 SCALE
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

MUSKEGON COMMUNITY COLLEGE
FBO KIMORA BROWN
221 SOUTH QUARTERLINE RD
MUSKEGON,MI49442 		NONE   SCHOLARSHIP 3,000

MUSKEGON COMMUNITY COLLEGE
FBO DAVID CROSS
221 SOUTH QUARTERLINE RD
MUSKEGON,MI49442 		NONE   SCHOLARSHIP 3,000

AQUINAS COLLEGE
FBO DAVID DAY III
4210 HARDING PIKE
NASHVILLE,TN37205 		NONE   SCHOLARSHIP 4,000

GRAND VALLEY STATE UNIVERSITY
FBO BRIELLE DEAN
1 CAMPUS DRIVE
ALLENDALE,MI49401 		NONE   SCHOLARSHIP 4,000

FERRIS STATE UNIVERSITY
FBO ALEXANDRIA HUNTER
1201 S STATE ST CSS-101
BIG RAPIDS,MI49307 		NONE   SCHOLARSHIP 5,000

FERRIS STATE UNIVERSITY
FBO MARCELINA HUNTER
1201 S STATE ST CSS-101
BIG RAPIDS,MI49307 		NONE   SCHOLARSHIP 4,000

MUSKEGON COMMUNITY COLLEGE
FBO ZY'RIA JACKSON
221 SOUTH QUARTERLINE RD
MUSKEGON,MI49442 		NONE   SCHOLARSHIP 3,000

UNIVERSITY OF MICHIGAN
FBO JAYDA JOHNSON
500 S STATE ST
ANN ARBOR,MI48109 		NONE   SCHOLARSHIP 5,000

FERRIS STATE UNIVERSITY
FBO CHRISTOPHER JONES
1201 S STATE ST CSS-101
BIG RAPIDS,MI49307 		NONE   SCHOLARSHIP 5,000

BAKER COLLEGE OF OWOSSO
FBO MARQUIS JONES
1020 S WASHINGTON ST
OWOSSO,MI48867 		NONE   SCHOLARSHIP 3,500

FERRIS STATE UNIVERSITY
FBO TANEA KEYS
1201 S STATE ST CSS-101
BIG RAPIDS,MI49307 		NONE   SCHOLARSHIP 4,000

UNIVERSITY OF DETROIT MERCY
FBO TANIYA KEYS
4001 W MCNICHOLS RD
DETROIT,MI48221 		NONE   SCHOLARSHIP 5,000

MICHIGAN STATE UNIVERSITY
FBO LAQUAN MACK
252 STUDENT SERVICES BLDG
EAST LANSING,MI48824 		NONE   SCHOLARSHIP 4,000

GRAND VALLEY STATE UNIVERSITY
FBO KANIYAH MARTIN
1 CAMPUS DRIVE
ALLENDALE,MI49401 		NONE   SCHOLARSHIP 5,000

WESTERN MICHIGAN UNIVERSITY
FBO ESTEBAN MARTINEZ
1903 W MICHIGAN AVE
KALAMAZOO,MI49008 		NONE   SCHOLARSHIP 5,000

GRAMBLING STATE UNIVERSITY
FBO PAIGE NASH
403 MAIN ST
GRAMBLING,LA71245 		NONE   SCHOLARSHIP 4,000

MUSKEGON COMMUNITY COLLEGE
FBO ARIYANA RICKS
221 SOUTH QUARTERLINE RD
MUSKEGON,MI49442 		NONE   SCHOLARSHIP 4,000

FERRIS STATE UNIVERSITY
FBO MAURICE SAIN JR
1201 S STATE ST CSS-101
BIG RAPIDS,MI49307 		NONE   SCHOLARSHIP 4,000

GRAND VALLEY STATE UNIVERSITY
FBO ALYSSA SCOFIELD
1 CAMPUS DRIVE
ALLENDALE,MI49401 		NONE   SCHOLARSHIP 5,000

SAGINAW VALLEY STATE UNIVERSITY
FBO DAREKEO SPEECH
7400 BAY RD
UNIVERSITY CENTER,MI48710 		NONE   SCHOLARSHIP 5,000

MUSKEGON COMMUNITY COLLEGE
FBO ICELYN STRONG
221 SOUTH QUARTERLINE RD
MUSKEGON,MI49442 		NONE   SCHOLARSHIP 3,000

BAKER COLLEGE OF MUSKEGON
FBO MORIAH WILSON
1903 MARQUETTE AVE SUITE A113
MUSKEGON,MI49442 		NONE   SCHOLARSHIP 3,500

MICHIGAN STATE UNIVERSITY
FBO TIERA WINTERS
252 STUDENT SERVICES BLDG
EAST LANSING,MI48824 		NONE   SCHOLARSHIP 4,000

GEORGE WASHINGTON UNIVERSITY
FBO ADELYN WITMER
800 21ST STREET NW
WASHINGTON,DC20052 		NONE   SCHOLARSHIP 5,000

BISHOP OF THE ROMAN CATHOLIC CHURCH

360 DIVISION AVE SOUTH
GRAND RAPIDS,MI49053 		NONE   GENERAL OPERATING 100,000

ROMAN CATHOLIC ARCHBISHOP OF LA

3424 WILSHIRE BLVD 5TH FL
LOS ANGELES,CA90010 		NONE   GENERAL OPERATING 100,000
Total ................................. 3a 300,000
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 ....     14 186,838  
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 ............ 		    18 275,919  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   462,757  
13Total. Add line 12, columns (b), (d), and (e)..................
13
462,757
(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 InvestmentsCorpStockSchedule
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 9,190 163,804
09260D107 BLACKSTONE INC 12,858 42,234
867224107 SUNCOR ENERGY INC NE 30,016 56,382
609207105 MONDELEZ INTERNATION 17,408 21,317
56501R106 MANULIFE FINANCIAL C 14,567 42,883
17275R102 CISCO SYSTEMS INC    
904767704 UNILEVER PLC - ADR    
91324P102 UNITEDHEALTH GROUP I    
097023105 BOEING CO 37,612 59,274
907818108 UNION PACIFIC CORP 14,668 34,929
911312106 UNITED PARCEL SERVIC    
89151E109 TOTALENERGIES SE -SP    
594918104 MICROSOFT CORP 8,678 225,851
G29183103 EATON CORP PLC 11,749 33,762
883556102 THERMO FISHER SCIENT 15,444 42,879
172967424 CITIGROUP INC. 23,477 64,063
037833100 APPLE INC 7,540 235,431
150870103 CELANESE CORP    
92826C839 VISA INC-CLASS A SHR 23,876 51,204
532457108 ELI LILLY & CO COM 9,999 80,601
58933Y105 MERCK & CO INC NEW    
H2906T109 GARMIN LTD 10,698 25,356
11135F101 BROADCOM INC 10,034 134,633
94106L109 WASTE MANAGEMENT INC 21,354 37,790
00287Y109 ABBVIE INC 26,330 51,867
75513E101 RTX CORP 20,084 55,387
46625H100 JPMORGAN CHASE & CO 9,889 87,966
192446102 COGNIZANT TECH SOLUT    
87612E106 TARGET CORP    
30303M102 META PLATFORMS INC 29,182 100,334
7591EP100 REGIONS FINL CORP NE 22,436 30,786
437076102 HOME DEPOT INC 33,248 35,442
00724F101 ADOBE INC 33,708 24,849
007903107 ADVANCED MICRO DEVIC 16,976 41,761
580135101 MCDONALDS CORP 38,960 42,177
855244109 STARBUCKS CORP COM 30,633 26,358
023135106 AMAZON COM INC COM 112,730 134,568
032654105 ANALOG DEVICES INC 33,960 39,324
09290D101 BLACKROCK INC 12,465 41,743
43300A203 HILTON WORLDWIDE HOL 34,045 46,247
49338L103 KEYSIGHT TECHNOLOGIE 30,195 35,965
512807306 LAM RESH CORP 5,627 59,228
571748102 MARSH & MCLENNAN COS 42,419 35,249
G87052109 TE CONNECTIVITY PLC 10,223 35,947
002824100 ABBOTT LABS 37,104 34,329
084670702 BERKSHIRE HATHAWAY I 31,676 30,159
278865100 ECOLAB INC 22,883 22,314
620076307 MOTOROLA SOLUTIONS, 43,347 38,715
64110L106 NETFLIX INC 2,941 2,813
67066G104 NVIDIA CORP 42,869 66,021
79466L302 SALESFORCE INC 31,218 31,259
90353T100 UBER TECHNOLOGIES IN 37,521 40,201
904767803 UNILEVER PLC ADR 24,356 27,439
931142103 WALMART INC 25,196 32,309
98419M100 XYLEM INC/NY 36,194 37,722
F92124100 TOTALENERGIES SE 42,123 56,719
N07059210 ASML HOLDING NV-NY R 29,409 42,794
N5505D105 MAGNUM ICE CREAM CO   6

TY 2025 InvestmentsOtherSchedule2
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 201,991 200,870
922908629 VANGUARD MIDCAP VIPE AT COST 410,643 751,670
46434V613 ISHR CR UNVRSE USD B AT COST 276,980 267,558
381430107 GOLDMAN SACHS ACTIVE AT COST 163,817 210,921
46090F100 INVESCO OPTIMUM YIEL AT COST 144,431 127,134
464287226 ISHARES CORE U.S. AG AT COST 795,520 798,541
464288281 ISHARES JP MORGAN US AT COST 385,247 401,391
46434G103 ISHARES CORE MSCI EM AT COST 360,862 403,186
33739H101 FIRST TRUST GLOBAL T      
46432F842 ISHARES CORE MSCI EA AT COST 316,362 413,842
464287242 ISHARES IBOXX $ INVE      
46435U853 ISHARES BROAD USD HI AT COST 268,106 269,394
92206C664 VANGUARD RUSSELL 200      
98149E303 SPDR GOLD MINISHARES AT COST 56,686 72,052

TY 2025 OtherDecreasesSchedule
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Description Amount
ROC ON CY SALES 11
PY RETURN OF CAPITAL ADJUSTMENT 509


TY 2025 OtherExpensesSchedule
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 45 45   0
INVESTMENT EXPENSES - PROCEEDS 34 34   0


TY 2025 OtherIncreasesSchedule
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Description Amount
RECOVERY OF GRANTS PAID 17,211
MUTUAL FUND TIMING ADJ 1,957
TAX LOT BASIS ADJUSTMENT 1,214
ROUNDING 14


TY 2025 OtherProfessionalFeesSchedule
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 4,977 4,977    
SCHOLARSHIP ADMIN FEES 9,000     9,000


TY 2025 TaxesSchedule
Name:
KANITZ LOUIS J & GOLDA I MAIN AC
EIN:
94-6665743
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,254 3,254   0
FEDERAL TAX PAYMENT - PRIOR YE 447 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,632 0   0
FOREIGN TAXES ON NONQUALIFIED 938 938   0