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
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
 
Number and street (or P.O. box number if mail is not delivered to street address) 125 HIGH ST OLIVER ST TWR STE 901
 
Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
02110
A Employer identification number

45-6837157
B Telephone number (see instructions)

7815814292
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)$2,054,389
J 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... 42,179 42,179  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,715
b Gross sales price for all assets on line 6a 896,348
7 Capital gain net income (from Part IV, line 2)... 151,715
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........ 193,894 193,894  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,851 2,426   2,426
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)....... 900 450 0 450
c Other professional fees (attach schedule).... 19,706 9,853   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,509 645   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)....... 35 18    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,001 13,392 0 2,876
25 Contributions, gifts, grants paid....... 71,500 71,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 98,501 13,392 0 74,376
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 95,393
b Net investment income (if negative, enter -0-) 180,502
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.........      
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).......      
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).......... 1,421,734 1,522,239 2,054,389
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) 1,421,734 1,522,239 2,054,389
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........ 1,421,734 1,522,239
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)..... 1,421,734 1,522,239
30 Total liabilities and net assets/fund balances (see instructions). 1,421,734 1,522,239
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
1,421,734
2
Enter amount from Part I, line 27a .....................
2
95,393
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,966
4
Add lines 1, 2, and 3 ..........................
4
1,524,093
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,854
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,522,239
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 7. ABBOTT LABS   2025-03-18 2025-11-21
b 10. ABBVIE INC   2022-04-01 2025-11-21
c 1922.151 SHNKMN CAP SH DUR HI INC-INS   2024-01-10 2025-11-10
d 25. ADVANCED MICRO DEVICES   2021-07-30 2025-03-18
e 54. ADVANCED MICRO DEVICES   2023-01-10 2025-04-11
5. AIR PRODUCTS & CHEMICALS INC   2018-08-01 2025-01-21
2. AIR PRODUCTS & CHEMICALS INC   2018-08-01 2025-11-21
25. ALPHABET INC-CL A   2014-10-28 2025-09-24
3. ALPHABET INC-CL A   2014-10-28 2025-11-05
37. ALPHABET INC-CL A   2014-10-28 2025-11-21
10. AMAZON.COM, INC   2016-11-22 2025-01-21
21. AMAZON.COM, INC   2016-11-22 2025-11-21
.441 AMENTUM HOLDINGS INC   2023-01-25 2025-06-04
4. AMENTUM HOLDINGS INC   2023-06-02 2025-06-11
7. AMERICAN ELECTRIC POWER   2020-10-16 2025-01-21
9. AMERICAN ELECTRIC POWER   2020-10-16 2025-11-21
7. AMERICAN EXPRESS CO   2024-06-20 2025-11-21
2. AMERICAN TOWER CORP   2025-09-08 2025-11-21
7. ANALOG DEVICES INC   2014-01-27 2025-11-21
32. APPLE COMPUTER INC   2014-10-28 2025-11-21
5. APPLIED MATERIALS INC   2020-04-28 2025-01-21
7. APPLIED MATERIALS INC   2020-04-28 2025-11-21
9. ARISTA NETWORKS INC   2025-06-27 2025-11-21
60000. ASTRAZENECA PLC 3.375% 16 NOV 2025   2019-01-17 2025-11-17
30. BANK OF AMERICA CORPORATION   2024-12-02 2025-11-21
5. BLACKROCK INC   2016-09-21 2025-11-21
40. BOSTON SCIENTIFIC CORP   2023-09-05 2025-01-21
47. BOSTON SCIENTIFIC CORP   2023-09-05 2025-03-18
12. BOSTON SCIENTIFIC CORP   2023-09-05 2025-11-21
18. BROADCOM INC   2018-07-23 2025-01-21
23. BROADCOM INC   2018-07-23 2025-11-21
40000. CVS HEALTH CORP 3.25% 15 AUG 2029   2022-02-07 2025-01-28
294.054 CAUSEWAY INTL VAL-INST   2025-01-02 2025-11-21
38. CHART INDUSTRIES INC   2025-03-19 2025-09-08
91. CHEVRONTEXACO CORP   2023-04-28 2025-01-21
512. COLUMBIA EM CORE EX-CHINA   2023-09-05 2025-01-21
7. CONOCOPHILLIPS   2021-01-12 2025-01-21
33. CONOCOPHILLIPS   2021-01-12 2025-06-03
50. CONOCOPHILLIPS   2021-01-12 2025-09-08
7. CONOCOPHILLIPS   2021-01-12 2025-11-21
6. DANAHER CORP   2025-01-21 2025-11-21
761. DIM US LARGE CAP VALUE ETF   2024-01-09 2025-01-21
1. EASTMAN CHEMICAL CO   2021-10-04 2025-01-21
98. EASTMAN CHEMICAL CO   2022-01-19 2025-04-11
10. ECOLAB INC COM   2024-09-27 2025-11-21
5. EMERSON ELEC CO   2023-09-05 2025-01-21
14. EMERSON ELEC CO   2023-09-05 2025-11-21
10. EQUINIX INC   2023-06-14 2025-09-08
15. EXXON MOBIL CORP   2025-01-21 2025-11-21
4. META PLATFORMS INC-CLASS A   2016-11-22 2025-01-21
2. META PLATFORMS INC-CLASS A   2016-11-22 2025-03-18
7. META PLATFORMS INC-CLASS A   2016-11-22 2025-04-11
7. META PLATFORMS INC-CLASS A   2018-03-29 2025-11-21
146.745 FEDERATED HERM MDT L/C VA-IS   2025-01-21 2025-11-21
135.97 FIDELITY ADV FOC EMR MRK-I   2025-01-21 2025-11-21
34. HARTFORD INSURANCE GROUP INC   2022-05-03 2025-01-21
13. HARTFORD INSURANCE GROUP INC   2022-05-03 2025-11-21
55. HONEYWELL INTL INC   2023-01-10 2025-03-18
20000. HUMANA INC 4.875% 01 APR 2030   2024-01-24 2025-04-22
4. INTERCONTINENTAL EXCHANGE IN   2025-04-11 2025-11-21
200. INVESCO S&P MIDCAP QUAL ETF   2024-05-03 2025-01-21
233. INVESCO S&P MIDCAP QUAL ETF   2024-01-09 2025-01-21
6. IQVIA HOLDINGS INC   2020-01-15 2025-11-21
754. ISHARES 1-5Y INV GRADE CORP   2024-01-09 2025-03-31
98. ISHARES MSCI EMR MRK EX CHNA   2025-01-21 2025-11-21
8. ISHARES MSCI INTERNATIONAL Q   2023-01-10 2025-11-21
7. JP MORGAN CHASE & CO   2016-01-20 2025-01-21
11. JP MORGAN CHASE & CO   2016-01-20 2025-11-21
130. JPMORGAN INT RES ENH EQTY   2025-06-03 2025-11-21
3. JACOBS SOLUTIONS INC   2023-01-25 2025-08-04
70. JACOBS SOLUTIONS INC   2023-06-02 2025-09-24
40000. KEYCORP 2.25% 06 APR 2027   2020-02-10 2025-12-08
19. KINDER MORGAN INC   2025-09-08 2025-11-21
5. ELI LILLY & CO   2023-09-05 2025-11-21
5. LOWES COS INC   2024-07-10 2025-01-21
8. LOWES COS INC   2024-07-10 2025-11-21
5. MARRIOTT INTERNATIONAL -CL A   2021-01-12 2025-11-21
6. MC DONALDS CORP   2025-01-21 2025-11-21
23. MERCK & CO. INC.   2024-05-16 2025-01-21
84. MERCK & CO. INC.   2023-04-17 2025-01-21
14. MICROSOFT CORP   2019-04-17 2025-08-04
4. MICROSOFT CORP   2019-04-17 2025-11-21
11. NETFLIX INC   2023-12-18 2025-11-21
31. NEXTERA ENERGY INC   2024-05-16 2025-11-21
4. NVIDIA CORP   2023-08-30 2025-01-21
13. NVIDIA CORP   2023-08-30 2025-06-03
38. NVIDIA CORP   2023-08-30 2025-08-04
21. NVIDIA CORP   2023-08-30 2025-11-05
49. NVIDIA CORP   2023-08-30 2025-11-21
19. ORACLE SYS CORP   2023-01-10 2025-09-24
6. ORACLE SYS CORP   2023-01-10 2025-11-21
11. PNC BANK CORP   2024-09-16 2025-11-21
4. PALO ALTO NETWORKS INC   2023-04-13 2025-11-21
2. PARKER HANNIFIN CORP   2024-09-27 2025-01-21
2. PARKER HANNIFIN CORP   2024-09-27 2025-11-21
61. PEPSICO INC   2021-01-12 2025-11-05
2135.309 PRINCIP SPEC PREF & CAP-INST   2023-01-11 2025-06-20
18.757 PRINCIPAL MIDCAP FUND-R6   2025-01-21 2025-11-21
5. PROCTER & GAMBLE CO   2025-04-11 2025-11-21
15. PROLOGIS INC   2023-01-10 2025-11-21
196. PROSHARES S&P 500 DIVIDEND A   2024-01-09 2025-01-02
129. PROSHARES S&P 500 DIVIDEND A   2023-10-04 2025-01-02
13. PULTEGROUP INC   2023-12-18 2025-11-21
2. S&P GLOBAL INC   2023-12-18 2025-11-21
573. STATE STREET SPDR MSCI ACWI   2022-01-19 2025-01-21
1549. SS SPDR P INT C CORP ETF   2023-01-10 2025-03-31
9. SALESFORCE INC   2023-12-18 2025-06-03
29. SALESFORCE INC   2023-12-18 2025-06-27
1. SERVICENOW INC   2022-01-19 2025-01-21
1. SERVICENOW INC   2022-01-19 2025-11-21
14. SYSCO CORP   2017-08-15 2025-11-21
3. TESLA INC   2024-12-02 2025-01-21
26. TESLA INC   2024-12-02 2025-06-27
18. THERMO ELECTRON CORP   2021-03-25 2025-01-21
157. UBER TECHNOLOGIES INC   2024-05-30 2025-01-21
3. UNITED HEALTH GROUP   2018-01-09 2025-01-21
38. UNITED HEALTH GROUP   2024-05-16 2025-06-03
19. VANGUARD FTSE DEVELOPED ETF   2022-01-19 2025-01-21
119. VANGUARD FTSE DEVELOPED ETF   2022-01-19 2025-11-21
392. VANGUARD INT DIV APP INDX FD   2024-01-09 2025-01-21
11. VERALTO CORP   2025-01-21 2025-11-21
13. VISA INC-CLASS A SHARES   2013-06-25 2025-11-21
59. WAL-MART STORES INC   2020-01-15 2025-01-21
21. WAL-MART STORES INC   2020-01-15 2025-09-24
67. WAL-MART STORES INC   2020-01-15 2025-11-21
6. WASTE MGMT INC DEL   2024-09-27 2025-11-21
35000. WILLIAMS COMPANIES INC 2.60% 15 MAR 2031   2024-01-24 2025-04-22
310. WISDOMTREE EM SMALL CAP   2023-09-05 2025-01-21
2. EATON CORP PLC   2017-10-31 2025-11-21
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 894   882 12
b 2,374   1,618 756
c 19,010   18,779 231
d 2,592   2,420 172
e 4,983   5,383 -400
1,597   809 788
515   324 191
6,193   688 5,505
853   83 770
11,134   1,027 10,107
2,307   393 1,914
4,644   825 3,819
9   7 2
89   64 25
684   641 43
1,089   824 265
2,475   1,594 881
359   383 -24
1,637   339 1,298
8,703   852 7,851
968   256 712
1,579   359 1,220
1,054   903 151
60,000   58,314 1,686
1,545   1,414 131
5,061   1,840 3,221
4,035   2,145 1,890
4,654   2,521 2,133
1,162   644 518
4,340   408 3,932
7,872   496 7,376
36,606   40,526 -3,920
7,016   5,446 1,570
7,577   5,819 1,758
14,423   15,653 -1,230
15,493   14,520 973
730   331 399
2,909   1,560 1,349
4,531   2,364 2,167
612   331 281
1,363   1,465 -102
23,918   20,555 3,363
94   102 -8
7,584   10,162 -2,578
2,670   2,548 122
646   492 154
1,797   1,376 421
7,637   7,701 -64
1,758   1,676 82
2,466   486 1,980
1,168   243 925
3,774   850 2,924
4,169   1,073 3,096
5,121   4,715 406
5,523   4,268 1,255
3,798   2,432 1,366
1,774   930 844
11,553   11,694 -141
19,746   20,049 -303
619   622 -3
20,717   20,978 -261
24,136   20,432 3,704
1,347   961 386
39,448   38,567 881
6,820   5,578 1,242
350   271 79
1,842   386 1,456
3,280   606 2,674
9,493   9,025 468
417   299 118
10,334   6,827 3,507
38,986   40,022 -1,036
512   504 8
5,311   2,793 2,518
1,321   1,096 225
1,888   1,753 135
1,486   637 849
1,859   1,693 166
2,209   3,016 -807
8,069   7,702 367
7,532   1,696 5,836
1,895   485 1,410
1,152   537 615
2,580   2,387 193
564   198 366
1,834   642 1,192
6,809   1,877 4,932
4,239   1,037 3,202
8,827   2,420 6,407
5,789   1,638 4,151
1,192   517 675
2,052   1,986 66
734   395 339
1,355   1,267 88
1,681   1,267 414
8,654   7,239 1,415
19,773   20,440 -667
842   867 -25
754   835 -81
1,889   1,726 163
19,337   18,504 833
12,727   11,234 1,493
1,568   1,325 243
991   874 117
16,370   16,551 -181
51,371   52,648 -1,277
2,371   2,379 -8
7,912   7,667 245
1,098   537 561
816   537 279
1,076   724 352
1,267   1,062 205
8,443   9,201 -758
10,310   7,978 2,332
10,635   11,753 -1,118
1,573   675 898
11,469   10,036 1,433
938   964 -26
7,111   6,036 1,075
31,924   29,193 2,731
1,090   1,134 -44
4,292   587 3,705
5,475   2,067 3,408
2,158   807 1,351
7,094   2,576 4,518
1,299   1,235 64
30,511   29,642 869
15,152   14,596 556
661   149 512
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
      7,851
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       12
b       756
c       231
d       172
e       -400
      788
      191
      5,505
      770
      10,107
      1,914
      3,819
      2
      25
      43
      265
      881
      -24
      1,298
      7,851
      712
      1,220
      151
      1,686
      131
      3,221
      1,890
      2,133
      518
      3,932
      7,376
      -3,920
      1,570
      1,758
      -1,230
      973
      399
      1,349
      2,167
      281
      -102
      3,363
      -8
      -2,578
      122
      154
      421
      -64
      82
      1,980
      925
      2,924
      3,096
      406
      1,255
      1,366
      844
      -141
      -303
      -3
      -261
      3,704
      386
      881
      1,242
      79
      1,456
      2,674
      468
      118
      3,507
      -1,036
      8
      2,518
      225
      135
      849
      166
      -807
      367
      5,836
      1,410
      615
      193
      366
      1,192
      4,932
      3,202
      6,407
      4,151
      675
      66
      339
      88
      414
      1,415
      -667
      -25
      -81
      163
      833
      1,493
      243
      117
      -181
      -1,277
      -8
      245
      561
      279
      352
      205
      -758
      2,332
      -1,118
      898
      1,433
      -26
      1,075
      2,731
      -44
      3,705
      3,408
      1,351
      4,518
      64
      869
      556
      512
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 151,715
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 2,509
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 2,509
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 2,509
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,188
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 1,188
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 1,321
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)
MA
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 address  
14
The books are in care ofEastern Bank Telephone no. (617) 897-1124

Located at125 HIGH ST STE 901BOSTONMA ZIP+402110
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
EASTERN BANK TRUSTEE
2
4,851    
125 HIGH ST STE 901
BOSTON,MA02110
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
1,957,444
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,957,444
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
1,957,444
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,362
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,928,082
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
96,404
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
96,404
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,509
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,509
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
93,895
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
93,895
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
93,895
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
74,376
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
74,376
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 93,895
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
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...... 2,772
d From 2023...... 10,246
e From 2024...... 779
f Total of lines 3a through e ........ 13,797
4Qualifying distributions for 2025 from Part
XI, line 4: $ 74,376
a Applied to 2024, but not more than line 2a 0
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..... 74,376
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 13,797 13,797
(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 ..........
5,722
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:
CHRISTINE DREW EASTERN WEALTH MGMT
125 High St Ste 901
Boston,MA02110
(781) 581-4292
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
MAY 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
HIGH SCHOOL GRADUATES OF LYNN ENGLISH HS, LYNN MA
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

Bentley University

175 FOREST STREET
Waltham,MA02452
NONE   SCHOLARSHIP 6,500

St Anselm College

100 ST ANSELM DRIVE
Goffstown,NH03102
NONE   SCHOLARSHIP 6,500

Northeastern University

360 HUNTINGTON AVENUE
Boston,MA02115
NONE   SCHOLARSHIP 13,000

Brandeis University

415 SOUTH STREET
Waltham,MA02453
NONE   SCHOLARSHIP 6,500

College of the Holy Cross

1 COLLEGE STREET
Worcester,MA01610
NONE   SCHOLARSHIP 6,500

Merrimack College

315 TURNPIKE STREET
North Andover,MA01845
NONE   SCHOLARSHIP 6,500

Emmanuel College

400 THE FENWAY
Boston,MA02115
NONE   SCHOLARSHIP 13,000

North Carolina Central University

1801 FAYETTEVILLE STREET
Durham,NC27707
NONE   SCHOLARSHIP 6,500

Pomona College

333 N COLLEGE WAY
Claremont,CA91711
NONE   SCHOLARSHIP 6,500
Total ................................. 3a 71,500
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 42,179  
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 ............
    18 151,715  
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) ..   193,894  
13Total. Add line 12, columns (b), (d), and (e)..................
13
193,894
(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:
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
EIN:
45-6837157
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2025 OtherDecreasesSchedule
Name:
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
EIN:
45-6837157
Description Amount
ROUNDING 1,150
2025 ACTIVITY POSTED IN 2026 411
ACCRUED INTEREST PAID 293


TY 2025 OtherExpensesSchedule
Name:
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
EIN:
45-6837157
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 35 18   0


TY 2025 OtherIncreasesSchedule
Name:
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
EIN:
45-6837157
Description Amount
2024 ACTIVITY POSTED IN 2025 466
TC923 STALE CHECKS DEPOSITED - 2024 6,500


TY 2025 OtherProfessionalFeesSchedule
Name:
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
EIN:
45-6837157
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 19,703 9,852    
ADR FEES 3 1    


TY 2025 TaxesSchedule
Name:
CURRY & DOWNEY SCHOLARSHIP TRUST CHARITABLE T
EIN:
45-6837157
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 864 0   0
FOREIGN TAXES ON QUALIFIED FOR 436 436   0
FOREIGN TAXES ON NONQUALIFIED 209 209   0