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

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

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

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

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

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

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

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

on foundation managers.$  

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

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..................................

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

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

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

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

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

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

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

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

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

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

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

Website address  

The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTONSALEMNC ZIP+427101

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

purposes:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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