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
LUNDGREN CAROLYN C TUW
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 64193
  Room/suite
City or town
EAGAN
State or province
MN
Country  
ZIP or foreign postal code
55164
A Employer identification number

30-6330655
B Telephone number (see instructions)

8882657962
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)$7,599,834J 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... 219,841 210,084  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,219,712
b Gross sales price for all assets on line 6a 3,942,862
7 Capital gain net income (from Part IV, line 2)... 1,219,712
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........ 1,439,553 1,429,796  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 78,626 70,764   7,863
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
800 0 0 800
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,347 3,482   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,773 74,246 0 8,663
25 Contributions, gifts, grants paid....... 335,205 335,205
26 Total expenses and disbursements. Add lines 24 and 25 ................ 421,978 74,246 0 343,868
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,017,575
b Net investment income (if negative, enter -0-) 1,355,550
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......... 41,407 84,512 84,512
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)....... 1,564,879 Click to see attachment
List of Attached Documents:
// Content
1,979,753 		3,063,033
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).......... 3,606,944 Click to see attachment
List of Attached Documents:
// Content
4,165,128 		4,445,312
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
5,740 		Click to see attachment
List of Attached Documents:
// Content
6,977 		Click to see attachment
List of Attached Documents:
// Content
6,977
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,218,970 6,236,370 7,599,834
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........ 5,218,970 6,236,370
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)..... 5,218,970 6,236,370
30 Total liabilities and net assets/fund balances (see instructions). 5,218,970 6,236,370
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
5,218,970
2
Enter amount from Part I, line 27a .....................
2
1,017,575
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
8
4
Add lines 1, 2, and 3 ..........................
4
6,236,553
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
183
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,236,370
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 412. ALPHABET INC CL A   2021-03-04 2025-03-05
b 46. AMAZON.COM INC   2020-12-29 2025-03-05
c 380. AMERICAN INTERNATIONAL GROUP   2020-11-13 2025-03-05
d 25. AMERICAN TOWER CORP   2020-11-13 2025-03-05
e 83. AMGEN INC   2011-01-03 2025-03-05
215. ANALOG DEVICES INC   2021-03-04 2025-03-05
1681.315 ANGEL OAK MULTI STRATEGY INCOME   2024-09-17 2025-03-05
22455.955 ANGEL OAK MULTI STRATEGY INCOME   2023-12-13 2025-03-05
240. APPLE COMPUTER INC   2013-09-12 2025-03-05
703.522 ARTISAN HIGH INCOME FUND   2023-12-13 2025-03-05
229.242 BARON EMERGING MARKETS INSTITUTIONAL   2023-12-13 2025-03-05
191. BERKSHIRE HATHAWAY INC CL B     2025-03-05
6. BOOKING HOLDINGS INC   2022-05-18 2025-03-05
728. BOSTON SCIENTIFIC CORP   2021-03-04 2025-03-05
473. C M S ENERGY CORP   2020-11-13 2025-03-05
88. CHEVRONTEXACO CORP   2011-01-03 2025-03-05
1078. CISCO SYSTEMS INC     2025-03-05
417. CITIGROUP INC     2025-03-05
541. COCA COLA COMPANY   2021-03-04 2025-03-05
27. COSTCO WHSL CORP NEW COMMON STOCK   2021-03-04 2025-03-05
347. E O G RES INC     2025-03-05
105. ECOLAB INC   2021-03-04 2025-03-05
216. EVERSOURCE ENERGY   2020-11-13 2025-03-05
43. META PLATFORMS INC   2020-11-13 2025-03-05
274. FORTIVE CORP WI   2021-03-04 2025-03-05
96. GOLDMAN SACHS GROUP INC   2020-11-13 2025-03-05
58. GRAINGER W W INC   2021-03-04 2025-03-05
301. HARTFORD FINANCIAL SERVICES GRP INC   2020-11-13 2025-03-05
163. HONEYWELL INTL INC   2011-04-18 2025-03-05
160. HUNT J B TRANS SVCS INC   2021-03-04 2025-03-05
625. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-17 2025-03-05
3895. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-12-13 2025-03-05
583. ISHARES RUSSELL 2000 ETF   2023-12-13 2025-03-05
2765. ISHARES CORE MSCI EAFE ETF   2023-12-13 2025-03-05
9. ISHARES CORE MSCI EMERGING MKTS ETF   2023-12-13 2025-03-05
202. J P MORGAN CHASE & CO   2020-11-13 2025-03-05
62. LILLY ELI & CO     2025-03-05
177. LOWES CO INC   2020-11-13 2025-03-05
94. MASTERCARD INC   2021-03-04 2025-03-05
176. MCDONALDS CORP COM   2011-04-18 2025-03-05
296. MERCK CO INC   2011-01-03 2025-03-05
302. MICROSOFT CORP     2025-03-05
88. NORTHROP GRUMMAN CORPORATION   2021-03-04 2025-03-05
28. O REILLY AUTOMOTIVE INC   2020-11-13 2025-03-05
239. PHILIP MORRIS INTL   2016-06-30 2025-03-05
237. PROCTER GAMBLE CO   2011-04-26 2025-03-05
242. PROLOGIS INC   2021-04-22 2025-03-05
247. TJX COMPANIES INC   2020-11-13 2025-03-05
129. T -MOBILE US INC   2021-03-04 2025-03-05
21.359 UNDISCOVERED MGRS BEHAVIORAL VALUE   2024-12-12 2025-03-05
827.798 UNDISCOVERED MGRS BEHAVIORAL VALUE     2025-03-05
158. UNITED PARCEL SERVICE INC CL B   2021-03-04 2025-03-05
101. VULCAN MATLS CO COM   2021-03-04 2025-03-05
148. WEC ENERGY GROUP INC COM   2020-11-13 2025-03-05
92. LINDE PLC   2021-03-04 2025-03-05
416. ALCON INC     2025-03-05
6. ADOBE SYS INC   2025-03-05 2025-07-02
22. ADVANCED MICRO DEVICES INC COM   2021-03-04 2025-07-02
29. ALPHABET INC CL A   2021-03-04 2025-07-02
34. AMAZON.COM INC   2020-12-29 2025-07-02
3. AMERICAN TOWER CORP   2020-11-13 2025-07-02
38. APPLE COMPUTER INC   2013-09-12 2025-07-02
40. BANK OF AMERICA CORP   2025-03-05 2025-07-02
837. BARON EMERGING MARKETS INSTITUTIONAL   2023-12-13 2025-07-02
21. COTERRA ENERGY INC   2025-03-05 2025-07-02
1296. CAUSEWAY EMERGING MARKETS INSTL   2023-12-13 2025-07-02
7. CHEVRONTEXACO CORP   2011-01-03 2025-07-02
27. COPART INC COM   2025-03-05 2025-07-02
1. COSTCO WHSL CORP NEW COMMON STOCK   2021-03-04 2025-07-02
14. DANAHER CORP   2025-03-05 2025-07-02
290. DODGE COX INTERNATIONAL STOCK FD I   2021-03-05 2025-07-02
57. DRAFTKINGS INC NEW   2025-03-05 2025-07-02
1. EQUINIX INC   2025-03-05 2025-07-02
568. EXACT SCIENCES CORPORATION   2025-03-05 2025-07-02
7. META PLATFORMS INC   2020-11-13 2025-07-02
58. FIDELITY INTERNATIONAL INDEX FUND   2025-03-05 2025-07-02
267. EMERALD GROWTH INSTITUTIONAL     2025-07-02
1. INTUIT COM   2025-03-05 2025-07-02
100. ISHARES CORE MSCI EMERGING MKTS ETF   2023-12-13 2025-07-02
9. J P MORGAN CHASE & CO   2020-11-13 2025-07-02
6. L3HARRIS TECHNOLOGIES INC   2025-03-05 2025-07-02
2. LILLY ELI & CO   2020-11-13 2025-07-02
165. MARATHON PETROLEUM CORP   2025-03-05 2025-07-02
4. MASTERCARD INC   2021-03-04 2025-07-02
2. MERCADOLIBRE INC   2025-03-05 2025-07-02
18. MICROSOFT CORP   2016-12-16 2025-07-02
17. MICRON TECHNOLOGY INC   2025-03-05 2025-07-02
15. NEXTERA ENERGY INC   2025-03-05 2025-07-02
74. NVIDIA CORP COM   2025-03-05 2025-07-02
168. PALO ALTO NETWORKS INC     2025-07-02
909. SCHLUMBERGER LTD   2025-03-05 2025-07-02
367. SCHWAB CHARLES CORP     2025-07-02
3. SERVICENOW INC   2025-03-05 2025-07-02
23. BLOCK INC   2025-03-05 2025-07-02
35. SYNOPSYS INC   2025-03-05 2025-07-02
6. TALEN ENERGY CORP COM   2025-03-05 2025-07-02
1. TRANSDIGM GROUP INC   2025-03-05 2025-07-02
39. UBER TECHNOLOGIES INC   2025-03-05 2025-07-02
4. UNITEDHEALTH GROUP INC COM   2025-03-05 2025-07-02
59. VEEVA SYSTEMS INC-CLASS A   2025-03-05 2025-07-02
211. VERTIV HOLDINGS CO   2025-03-05 2025-07-02
15. WAL MART STORES INC   2025-03-05 2025-07-02
6. EATON CORP PLC SHS   2025-03-05 2025-07-02
3. LINDE PLC   2021-03-04 2025-07-02
92. ADOBE SYS INC   2025-03-05 2025-09-04
44. ADOBE SYS INC   2021-03-04 2025-09-04
455.005 BAIRD AGGREGATE BOND FD INSTL   2023-12-13 2025-09-04
371.901 PGIM TOTAL RETURN BOND CL R6   2024-09-17 2025-09-04
150. ADVANCED MICRO DEVICES INC COM     2025-10-14
16. ALPHABET INC CL A   2021-03-04 2025-10-14
3. AMERICAN TOWER CORP   2020-11-13 2025-10-14
149. APPLE COMPUTER INC   2013-09-12 2025-10-14
14. BAKER HUGHES COMPANY   2025-07-02 2025-10-14
19. BANK OF AMERICA CORP   2025-03-05 2025-10-14
446. BARON EMERGING MARKETS INSTITUTIONAL   2023-12-13 2025-10-14
3. BLACKROCK INC COM   2025-03-05 2025-10-14
8. COTERRA ENERGY INC   2025-03-05 2025-10-14
559. CAUSEWAY EMERGING MARKETS INSTL   2023-12-13 2025-10-14
1. CHENIERE ENERGY INC   2025-07-02 2025-10-14
1. CHEVRONTEXACO CORP   2011-01-03 2025-10-14
6. DANAHER CORP   2025-03-05 2025-10-14
23. DODGE COX INTERNATIONAL STOCK FD I   2021-03-05 2025-10-14
1333. DRAFTKINGS INC NEW   2025-03-05 2025-10-14
530. EMERALD GROWTH INSTITUTIONAL     2025-10-14
89. ISHARES CORE MSCI EMERGING MKTS ETF   2023-12-13 2025-10-14
3. J P MORGAN CHASE & CO   2020-11-13 2025-10-14
70. CLEARBRIDGE INTERNATIONAL GROWTH   2023-12-13 2025-10-14
1. LILLY ELI & CO   2020-11-13 2025-10-14
5. MAPLEBEAR INC COM   2025-09-04 2025-10-14
1. MERCADOLIBRE INC   2025-03-05 2025-10-14
6. MICROSOFT CORP   2016-12-16 2025-10-14
177. MICRON TECHNOLOGY INC   2025-03-05 2025-10-14
6. NEXTERA ENERGY INC   2025-03-05 2025-10-14
116. NVIDIA CORP COM   2024-09-17 2025-10-14
6. PALO ALTO NETWORKS INC   2024-09-17 2025-10-14
3. S P GLOBAL INC COM   2025-03-05 2025-10-14
9. SCHWAB CHARLES CORP   2020-11-13 2025-10-14
562. BLOCK INC   2025-03-05 2025-10-14
3. SYNOPSYS INC   2025-03-05 2025-10-14
42. TALEN ENERGY CORP COM   2025-03-05 2025-10-14
514. UBER TECHNOLOGIES INC   2025-03-05 2025-10-14
2. VEEVA SYSTEMS INC-CLASS A   2025-03-05 2025-10-14
104. VERTIV HOLDINGS CO   2025-03-05 2025-10-14
6. WAL MART STORES INC   2025-03-05 2025-10-14
3. EATON CORP PLC SHS   2025-03-05 2025-10-14
10. ADVANCED MICRO DEVICES INC COM   2020-03-23 2025-12-11
21. ALPHABET INC CL A   2021-03-04 2025-12-11
1. AMERICAN TOWER CORP   2020-11-13 2025-12-11
20. APPLE COMPUTER INC   2013-09-12 2025-12-11
399. ARTISAN HIGH INCOME FUND   2025-10-14 2025-12-11
600. BAIRD AGGREGATE BOND FD INSTL   2025-10-14 2025-12-11
15. BAKER HUGHES COMPANY   2025-07-02 2025-12-11
29. BANK OF AMERICA CORP   2025-03-05 2025-12-11
17. COTERRA ENERGY INC   2025-03-05 2025-12-11
3. CAPITAL ONE FINL CORP   2025-10-14 2025-12-11
531. CAUSEWAY EMERGING MARKETS INSTL   2023-12-13 2025-12-11
4. CHENIERE ENERGY INC   2025-07-02 2025-12-11
3. CHEVRONTEXACO CORP   2011-01-03 2025-12-11
29. CHIPOTLE MEXICAN GRILL CL A   2025-10-14 2025-12-11
926. COPART INC COM     2025-12-11
1. COSTCO WHSL CORP NEW COMMON STOCK   2025-10-14 2025-12-11
11. DANAHER CORP   2025-03-05 2025-12-11
1275. DODGE COX INTERNATIONAL STOCK FD I   2021-03-05 2025-12-11
1. EQUINIX INC   2025-03-05 2025-12-11
290. FIDELITY INTERNATIONAL INDEX FUND   2025-03-05 2025-12-11
333. EMERALD GROWTH INSTITUTIONAL   2023-01-23 2025-12-11
3. INTUIT COM   2025-10-14 2025-12-11
98. ISHARES CORE MSCI EMERGING MKTS ETF   2023-12-13 2025-12-11
9. J P MORGAN CHASE & CO   2020-11-13 2025-12-11
4. L3HARRIS TECHNOLOGIES INC   2025-03-05 2025-12-11
498. WESTERN ASSET INCOME IS   2025-10-14 2025-12-11
100. CLEARBRIDGE INTERNATIONAL GROWTH   2023-12-13 2025-12-11
3. LILLY ELI & CO   2020-11-13 2025-12-11
20. MAPLEBEAR INC COM   2025-09-04 2025-12-11
1. MERCADOLIBRE INC   2025-03-05 2025-12-11
8. MICRON TECHNOLOGY INC   2025-03-05 2025-12-11
11. NETFLIX.COM INC COM   2025-07-02 2025-12-11
9. NEXTERA ENERGY INC   2025-03-05 2025-12-11
40. NVIDIA CORP COM   2024-09-17 2025-12-11
16. OKTA INC   2025-07-02 2025-12-11
5. PALO ALTO NETWORKS INC   2024-09-17 2025-12-11
511. PGIM TOTAL RETURN BOND CL R6   2025-10-14 2025-12-11
2. S P GLOBAL INC COM   2025-03-05 2025-12-11
9. SCHWAB CHARLES CORP   2020-11-13 2025-12-11
111. SCHWAB US REIT ETF   2025-03-05 2025-12-11
625. STONE RIDGE HY REINSUR-I   2024-09-17 2025-12-11
4. SYNOPSYS INC   2025-03-05 2025-12-11
3. TALEN ENERGY CORP COM   2025-03-05 2025-12-11
623. TRADE DESK INC THE CLASS A     2025-12-11
2. TRANSDIGM GROUP INC   2025-03-05 2025-12-11
9. UBER TECHNOLOGIES INC   2025-03-05 2025-12-11
3. UNITEDHEALTH GROUP INC COM   2025-03-05 2025-12-11
9. VERTIV HOLDINGS CO   2025-03-05 2025-12-11
8. WAL MART STORES INC   2025-03-05 2025-12-11
1. EATON CORP PLC SHS   2025-03-05 2025-12-11
2. LINDE PLC   2021-03-04 2025-12-11
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 71,172   42,440 28,732
b 9,578   7,691 1,887
c 30,765   14,152 16,613
d 5,186   6,067 -881
e 26,219   4,626 21,593
48,683   31,502 17,181
14,577   14,796 -219
194,693   189,304 5,389
56,372   4,015 52,357
6,444   6,233 211
3,636   3,104 532
94,680   22,126 72,554
29,359   12,388 16,971
76,107   28,237 47,870
34,053   30,271 3,782
13,088   8,082 5,006
68,551   38,416 30,135
30,148   20,381 9,767
38,001   27,489 10,512
28,071   8,684 19,387
41,660   16,486 25,174
28,284   21,776 6,508
12,702   20,109 -7,407
27,984   11,864 16,120
21,302   18,613 2,689
56,225   21,056 35,169
57,065   22,251 34,814
35,244   13,612 21,632
33,894   8,820 25,074
25,240   24,433 807
61,627   63,722 -2,095
384,057   381,256 2,801
120,430   108,975 11,455
214,836   189,976 24,860
492   442 50
50,563   23,063 27,500
56,808   8,989 47,819
42,512   28,242 14,270
52,225   33,577 18,648
53,852   13,520 40,332
27,330   10,263 17,067
119,790   62,153 57,637
41,849   26,611 15,238
37,805   12,912 24,893
36,705   24,187 12,518
41,521   15,170 26,351
29,858   27,779 2,079
30,139   14,722 15,417
33,696   15,488 18,208
1,739   1,920 -181
67,391   34,714 32,677
18,731   25,388 -6,657
24,085   17,262 6,823
15,421   15,103 318
42,944   22,880 20,064
39,169   28,837 10,332
2,244   2,699 -455
3,049   1,554 1,495
5,178   2,987 2,191
7,488   5,684 1,804
673   728 -55
8,039   636 7,403
1,937   1,680 257
14,857   11,333 3,524
524   542 -18
16,498   12,830 3,668
1,030   643 387
1,324   1,469 -145
982   322 660
2,831   2,938 -107
17,847   13,575 4,272
2,340   2,452 -112
788   917 -129
30,516   27,385 3,131
5,012   1,931 3,081
3,330   3,079 251
7,257   6,303 954
773   609 164
6,017   4,914 1,103
2,619   1,028 1,591
1,516   1,259 257
1,554   285 1,269
28,535   22,101 6,434
2,234   1,429 805
4,922   4,195 727
8,824   1,120 7,704
2,076   1,591 485
1,099   1,047 52
11,612   8,678 2,934
32,937   28,807 4,130
32,301   35,489 -3,188
33,391   18,023 15,368
3,011   2,745 266
1,594   1,395 199
18,238   15,514 2,724
1,660   1,166 494
1,512   1,367 145
3,590   2,940 650
1,251   1,899 -648
16,627   12,845 3,782
26,134   18,373 7,761
1,466   1,432 34
2,137   1,699 438
1,431   746 685
31,329   41,392 -10,063
14,983   19,941 -4,958
4,514   4,445 69
4,515   4,582 -67
33,533   10,468 23,065
3,942   1,648 2,294
558   728 -170
36,883   2,493 34,390
631   553 78
957   798 159
8,643   6,039 2,604
3,591   2,878 713
185   206 -21
7,765   5,534 2,231
226   240 -14
153   92 61
1,241   1,259 -18
1,499   1,077 422
45,915   57,341 -11,426
15,969   12,725 3,244
5,853   4,374 1,479
915   343 572
5,548   4,186 1,362
815   143 672
197   221 -24
2,173   2,098 75
3,087   373 2,714
33,921   16,563 17,358
508   419 89
21,092   13,356 7,736
1,254   1,017 237
1,463   1,565 -102
853   413 440
42,966   34,082 8,884
1,349   1,330 19
17,993   8,162 9,831
48,525   38,750 9,775
576   435 141
18,643   9,056 9,587
644   573 71
1,132   849 283
2,129   416 1,713
6,624   2,163 4,461
183   243 -60
5,504   335 5,169
3,667   3,675 -8
5,982   6,024 -42
711   593 118
1,561   1,218 343
451   438 13
720   648 72
7,657   5,257 2,400
770   959 -189
452   276 176
1,000   1,231 -231
36,166   47,472 -11,306
873   945 -72
2,538   2,309 229
21,777   14,921 6,856
736   917 -181
18,032   15,393 2,639
10,992   7,829 3,163
2,010   1,976 34
6,600   4,816 1,784
2,788   1,028 1,760
1,149   839 310
2,525   2,535 -10
7,436   5,980 1,456
3,009   428 2,581
884   885 -1
2,010   2,097 -87
2,059   749 1,310
1,034   1,408 -374
739   629 110
7,121   4,605 2,516
1,437   1,560 -123
953   848 105
6,224   6,260 -36
988   1,044 -56
863   413 450
2,313   2,449 -136
5,838   5,919 -81
1,889   1,773 116
1,061   583 478
23,284   40,748 -17,464
2,609   2,580 29
757   679 78
1,001   1,424 -423
1,538   784 754
908   764 144
344   283 61
795   497 298
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
      48,269
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       28,732
b       1,887
c       16,613
d       -881
e       21,593
      17,181
      -219
      5,389
      52,357
      211
      532
      72,554
      16,971
      47,870
      3,782
      5,006
      30,135
      9,767
      10,512
      19,387
      25,174
      6,508
      -7,407
      16,120
      2,689
      35,169
      34,814
      21,632
      25,074
      807
      -2,095
      2,801
      11,455
      24,860
      50
      27,500
      47,819
      14,270
      18,648
      40,332
      17,067
      57,637
      15,238
      24,893
      12,518
      26,351
      2,079
      15,417
      18,208
      -181
      32,677
      -6,657
      6,823
      318
      20,064
      10,332
      -455
      1,495
      2,191
      1,804
      -55
      7,403
      257
      3,524
      -18
      3,668
      387
      -145
      660
      -107
      4,272
      -112
      -129
      3,131
      3,081
      251
      954
      164
      1,103
      1,591
      257
      1,269
      6,434
      805
      727
      7,704
      485
      52
      2,934
      4,130
      -3,188
      15,368
      266
      199
      2,724
      494
      145
      650
      -648
      3,782
      7,761
      34
      438
      685
      -10,063
      -4,958
      69
      -67
      23,065
      2,294
      -170
      34,390
      78
      159
      2,604
      713
      -21
      2,231
      -14
      61
      -18
      422
      -11,426
      3,244
      1,479
      572
      1,362
      672
      -24
      75
      2,714
      17,358
      89
      7,736
      237
      -102
      440
      8,884
      19
      9,831
      9,775
      141
      9,587
      71
      283
      1,713
      4,461
      -60
      5,169
      -8
      -42
      118
      343
      13
      72
      2,400
      -189
      176
      -231
      -11,306
      -72
      229
      6,856
      -181
      2,639
      3,163
      34
      1,784
      1,760
      310
      -10
      1,456
      2,581
      -1
      -87
      1,310
      -374
      110
      2,516
      -123
      105
      -36
      -56
      450
      -136
      -81
      116
      478
      -17,464
      29
      78
      -423
      754
      144
      61
      298
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,219,712
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 18,842
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 18,842
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 18,842
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,812
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 2,812
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 16,030
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 address  
14
The books are in care ofUS BANK NA Telephone no. (888) 265-7962

Located at60 LIVINGSTON AVESAINT PAULMN ZIP+455107
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
US BANK N A TRUSTEE
1 		78,626    
PO BOX 64193
EAGAN,MN55164
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
7,277,430
b
Average of monthly cash balances.......................
1b
51,171
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,328,601
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
7,328,601
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
109,929
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,218,672
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
360,934
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
360,934
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
18,842
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,842
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
342,092
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
342,092
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
342,092
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
343,868
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
343,868
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 7 342,092
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 257,798
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: $ 343,868
a Applied to 2024, but not more than line 2a 257,798
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..... 86,070
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 .......... 		256,022
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

HUMANE SOCIETY OF VENTURA COUNTY

P O BOX 297
OJAI,CA93024 		NONE   GENERAL OPERATING 335,205
Total ................................. 3a 335,205
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 ....     14 219,841  
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 1,219,712  
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) ..   1,439,553  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,439,553
(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:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 800     800

TY 2025 InvestmentsCorpStockSchedule
Name:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Name of Stock End of Year Book Value End of Year Fair Market Value
00724F101 ADOBE SYS INC    
007903107 ADVANCED MICRO DEVIC 28,360 80,310
02079K305 ALPHABET INC CL A 76,020 230,994
023135106 AMAZON.COM INC 119,295 172,884
026874784 AMERICAN INTERNATION    
03027X100 AMERICAN TOWER CORP 31,307 22,649
031162100 AMGEN INC    
032654105 ANALOG DEVICES INC    
037833100 APPLE INC COM 11,661 189,486
084670702 BERKSHIRE HATHAWAY I    
09857L108 BOOKING HOLDINGS INC    
101137107 BOSTON SCIENTIFIC CO    
125896100 C M S ENERGY CORP    
166764100 CHEVRON CORP COM 17,541 29,110
17275R102 CISCO SYSTEMS INC    
172967424 CITIGROUP INC    
191216100 COCA COLA COMPANY    
22160K105 COSTCO WHSL CORP 39,866 51,740
26875P101 E O G RES INC    
278865100 ECOLAB INC    
30040W108 EVERSOURCE ENERGY    
30303M102 META PLATFORMS INC 46,691 113,535
34959J108 FORTIVE CORP WI    
38141G104 GOLDMAN SACHS GROUP    
384802104 GRAINGER W W INC    
416515104 HARTFORD FINANCIAL S    
438516106 HONEYWELL INTL INC    
445658107 HUNT J B TRANS SVCS    
46625H100 JPMORGAN CHASE CO 30,371 85,711
532457108 ELI LILLY CO 12,542 94,572
548661107 LOWES CO INC    
57636Q104 MASTERCARD INC 13,931 22,264
580135101 MCDONALDS CORP COM    
58933Y105 MERCK AND CO INC    
594918104 MICROSOFT CORP COM 47,410 221,982
666807102 NORTHROP GRUMMAN COR    
67103H107 O REILLY AUTOMOTIVE    
718172109 PHILIP MORRIS INTL    
742718109 PROCTER GAMBLE CO    
74340W103 PROLOGIS INC COM    
808513105 SCHWAB CHARLES CORP 26,930 47,857
872540109 TJX COMPANIES INC    
872590104 T -MOBILE US INC    
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I 78,114 70,313
929160109 VULCAN MATLS CO COM    
92939U106 WEC ENERGY GROUP INC    
G54950103 LINDE PLC 16,414 28,142
H01301128 ALCON INC    
67066G104 NVIDIA CORP COM 173,812 276,766
697435105 PALO ALTO NETWORKS I 46,789 50,839
05722G100 BAKER HUGHES COMPANY 29,797 34,337
060505104 BANK OF AMERICA CORP 53,712 70,345
09290D101 BLACKROCK INC COM 40,291 44,954
127097103 COTERRA ENERGY INC 21,377 21,819
14040H105 CAPITAL ONE FINL COR 48,838 54,773
16411R208 CHENIERE ENERGY INC 28,545 23,132
169656105 CHIPOTLE MEXICAN GRI 45,932 40,737
235851102 DANAHER CORP 71,573 78,062
29444U700 EQUINIX INC 29,331 24,517
437076102 HOME DEPOT INC 76,844 68,820
461202103 INTUIT COM 51,400 53,656
46120E602 INTUITIVE SURGICAL I 39,639 44,176
502431109 L3HARRIS TECHNOLOGIE 27,060 37,871
565394103 MAPLEBEAR INC COM 30,574 31,081
58733R102 MERCADOLIBRE INC 46,145 44,314
595112103 MICRON TECHNOLOGY IN 22,271 67,928
64110L106 NETFLIX.COM INC 47,791 35,535
65339F101 NEXTERA ENERGY INC 33,450 38,454
679295105 OKTA INC 67,085 60,615
78409V104 S P GLOBAL INC COM 32,875 32,923
81762P102 SERVICENOW INC 70,451 58,978
871607107 SYNOPSYS INC 42,997 45,563
87422Q109 TALEN ENERGY CORP CO 18,267 35,235
893641100 TRANSDIGM GROUP INC 38,283 37,236
90353T100 UBER TECHNOLOGIES IN 28,572 30,968
922475108 VEEVA SYSTEMS INC-CL 16,982 17,412
92537N108 VERTIV HOLDINGS CO 32,131 59,782
931142103 WALMART INC COM 32,259 37,657
G29183103 EATON CORP PLC SHS 38,227 42,999

TY 2025 InvestmentsOtherSchedule2
Name:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
03463K406 ANGEL OAK MULTI STRA      
04314H568 ARTISAN HIGH INCOME AT COST 294,981 304,557
057071854 BAIRD AGGREGATE BOND AT COST 822,874 834,149
06828M876 BARON EMERGING MARKE AT COST 105,727 149,376
149498107 CAUSEWAY EMERGING MA AT COST 105,435 152,891
256206103 DODGE COX INTERNATIO AT COST 237,939 328,251
317609253 EMERALD GROWTH INSTI AT COST 77,821 96,948
464287226 ISHARES CORE U.S. AG      
464287655 ISHARES RUSSELL 2000      
46432F842 ISHARES CORE MSCI EA      
46434G103 ISHARES CORE MSCI EM AT COST 110,912 151,716
74440B884 PGIM TOTAL RETURN BO AT COST 899,151 837,348
808524847 SCHWAB US REIT ETF AT COST 223,603 227,889
861728400 STONE RIDGE HY REINS AT COST 303,023 290,235
904504479 UNDISCOVERED MGRS BE      
52471E258 CLEARBRIDGE INTERNAT AT COST 277,087 323,322
24610B859 NOMURA SMALL CAP COR AT COST 96,300 101,346
315911727 FIDELITY INTERNATION AT COST 282,482 323,566
52470V822 WESTERN ASSET INCOME AT COST 228,686 228,196
904504842 UNDISCOVERED MANAGER AT COST 99,107 95,522

TY 2025 OtherAssetsSchedule
Name:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 5,740 6,977 6,977


TY 2025 OtherDecreasesSchedule
Name:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Description Amount
ROC ON CY SALES 181
PY RETURN OF CAPITAL ADJUSTMENT 2


TY 2025 OtherIncreasesSchedule
Name:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Description Amount
ROUNDING 8


TY 2025 TaxesSchedule
Name:
LUNDGREN CAROLYN C TUW
EIN:
30-6330655
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,975 1,975   0
FEDERAL TAX PAYMENT - PRIOR YE 1,053 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,812 0   0
FOREIGN TAXES ON NONQUALIFIED 1,507 1,507   0