TY 2025 Form 990PF

- TIN:

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
EVERETT S BULKLEY CHARITABLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
Room/suite

City or town
CHICAGO

State or province
IL

Country

ZIP or foreign postal code
60603

A Employer identification number

06-6332021

B Telephone number (see instructions)

8004962583

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,560,706J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	134,236		134,227
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		101,788
b	Gross sales price for all assets on line 6a 1,486,572
7	Capital gain net income (from Part IV, line 2)...			101,788
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........	236,024		236,015
13	Compensation of officers, directors, trustees, etc.	58,469		32,336		26,133
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,402	1,740		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..........	63,871		34,076	0	26,133
25	Contributions, gifts, grants paid.......	171,736				171,736
26	Total expenses and disbursements. Add lines 24 and 25 ................	235,607		34,076	0	197,869
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	417
b	Net investment income (if negative, enter -0-)			201,939
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	6,309	98	98
	2	Savings and temporary cash investments.........	108,170	154,429	154,429
	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).......	1,233,018	List of Attached Documents: // Content 2,026,136	3,467,978
	c	Investments—corporate bonds (attach schedule).......	1,551,405	List of Attached Documents: // Content 671,922	680,828
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	203,697	List of Attached Documents: // Content 250,705	257,373
	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)	3,102,599	3,103,290	4,560,706
	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
		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........	3,102,599	3,103,290
	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).....	3,102,599	3,103,290
	30	Total liabilities and net assets/fund balances (see instructions).	3,102,599	3,103,290

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,102,599

Enter amount from Part I, line 27a .....................

417

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

3,237

Add lines 1, 2, and 3 ..........................

3,106,253

Decreases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

2,963

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

3,103,290

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	. ALEXION PHARMACEUTICALS INC			2025-01-03
b	1. COSTCO WHSL CORP NEW		2021-10-27	2025-01-24
c	24. MONSTER BEVERAGE CORP			2025-01-27
d	11. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
e	1. MONSTER BEVERAGE CORP		2022-06-17	2025-01-28
	. VALEANT PHARMACEUTICALS INTE			2025-02-10
	5. APPLE COMPUTER INC			2025-02-13
	2. NXP SEMICONDUCTORS NV		2024-11-13	2025-02-13
	1. NXP SEMICONDUCTORS NV		2024-11-13	2025-02-13
	1000. U S A BONDS		2022-12-01	2025-02-18
	3000. US TREAS 2.75% 02/28/25		2021-11-16	2025-02-18
	5000. US TREAS 2% 02/15/25		2016-08-03	2025-02-18
	6000. US TREAS 2% 08/15/25			2025-02-18
	2000. US TREAS 2.25% 11/15/25		2021-11-16	2025-02-18
	6000. US TREAS 1.625% 02/15/26			2025-02-18
	1000. US TREAS 1.625% 05/15/26		2017-11-30	2025-02-18
	3000. US TREAS 2% 11/15/26		2022-11-17	2025-02-18
	6000. US TREAS 2.25% 02/15/27		2017-05-15	2025-02-18
	1000. US TREAS 2.125% 05/15/25		2018-02-21	2025-02-18
	6000. US TREAS 1.625% 11/30/26		2021-06-07	2025-02-18
	6000. US TREAS 0.5% 03/31/25		2022-03-30	2025-02-18
	3000. U S A TREAS NOTES		2023-11-17	2025-02-18
	1000. US TREAS 1% 07/31/28		2024-05-16	2025-02-18
	8000. U S A BONDS		2022-12-01	2025-02-28
	5000. US TREAS 1.5% 08/15/26		2023-08-16	2025-02-28
	5000. US TREAS 2.25% 08/15/27		2018-05-16	2025-02-28
	9000. US TREAS 2.25% 11/15/27		2024-03-18	2025-02-28
	5000. US TREAS 2.75% 02/15/28		2020-08-20	2025-02-28
	10000. US TREAS 2.875% 05/15/28		2019-02-15	2025-02-28
	5000. US TREAS 3.125% 11/15/28		2019-08-15	2025-02-28
	5000. US TREAS 2.625% 02/15/29		2019-08-15	2025-02-28
	5000. US TREAS 2.375% 05/15/29		2019-08-15	2025-02-28
	4000. US TREAS 2% 08/15/25		2018-02-21	2025-02-28
	4000. US TREAS 2.25% 11/15/25		2021-11-16	2025-02-28
	4000. US TREAS 1.625% 02/15/26		2017-11-30	2025-02-28
	9000. US TREAS 1.625% 05/15/26		2017-11-30	2025-02-28
	9000. US TREAS 2% 11/15/26		2022-11-17	2025-02-28
	9000. US TREAS 2.25% 02/15/27			2025-02-28
	4000. US TREAS 2.125% 05/15/25		2018-02-21	2025-02-28
	5000. US TREAS 1.75% 11/15/29		2020-05-19	2025-02-28
	9000. US TREAS 1.625% 11/30/26			2025-02-28
	10000. US TREAS 1.5% 02/15/30		2020-05-14	2025-02-28
	4000. US TREAS 0.5% 03/31/25		2022-03-30	2025-02-28
	5000. US TREAS 0.625% 05/15/30		2020-08-20	2025-02-28
	7000. US TREAS 0.625% 08/15/30			2025-02-28
	6000. US TREAS 0.875% 11/15/30			2025-02-28
	5000. U S A TREAS NOTES		2023-11-17	2025-02-28
	11000. US TREAS 1.25% 03/31/28		2023-04-05	2025-02-28
	5000. US TREAS 1.625% 05/15/31		2024-05-01	2025-02-28
	5000. US TREAS 1.625% 05/15/31		2021-09-02	2025-02-28
	7000. US TREAS 1% 07/31/28		2024-05-16	2025-02-28
	5000. US TREAS 1% 07/31/28		2023-07-03	2025-02-28
	2000. US TREAS 1.25% 08/15/31		2024-05-01	2025-02-28
	6000. US TREAS 1.25% 08/15/31		2021-11-16	2025-02-28
	1000. US TREAS 1.375% 11/15/31		2024-08-16	2025-02-28
	9000. US TREAS 1.375% 11/15/31			2025-02-28
	1000. US TREAS 1.5% 11/30/28		2023-05-16	2025-02-28
	10000. US TREAS 1.875% 02/28/27		2024-02-16	2025-02-28
	4000. US TREAS 2.375% 03/31/29		2022-11-17	2025-02-28
	6000. US TREAS 2.75% 08/15/32			2025-02-28
	1000. US TREAS 2.75% 08/15/32		2024-02-16	2025-02-28
	8000. US TREAS 4% 10/31/29		2023-05-16	2025-02-28
	2000. US TREAS 4.125% 11/15/32			2025-02-28
	9000. US TREAS 3.875% 11/30/29		2024-11-18	2025-02-28
	3000. US TREAS 3.5% 01/31/30		2023-11-17	2025-02-28
	6000. US TREAS 3.875% 08/15/33		2024-08-16	2025-02-28
	3743.448 PIMCO FDS			2025-03-04
	3446.816 SIX CIRCLES ULTR SHRT DUR			2025-03-04
	13613.335 SIX CIRCLES GLOBAL BOND			2025-03-04
	28827.278 SIX CIRCLES GLOBAL BOND			2025-03-04
	3173. VANGUARD TOTAL INTL BOND ETF			2025-03-04
	4. HONEYWELL INTL INC		2025-01-24	2025-03-25
	1. HONEYWELL INTL INC		2010-02-01	2025-03-25
	4. HONEYWELL INTL INC		2010-02-01	2025-03-26
	2. HONEYWELL INTL INC		2010-02-01	2025-03-26
	2. HONEYWELL INTL INC		2010-02-01	2025-03-26
	1. HONEYWELL INTL INC		2010-02-01	2025-03-27
	2. HONEYWELL INTL INC		2010-02-01	2025-03-27
	8. APPLE COMPUTER INC			2025-04-04
	4. APPLE COMPUTER INC		2024-06-05	2025-04-09
	10. NORFOLK SOUTHN CORP			2025-04-09
	5. NORFOLK SOUTHN CORP		2017-01-31	2025-04-09
	1. REGENERON PHARMACEUTICALS INC		2021-10-12	2025-04-28
	8. EXXON MOBIL CORP			2025-05-01
	9. EXXON MOBIL CORP			2025-05-01
	7. ALPHABET INC-CL C		2012-07-11	2025-05-22
	1. NXP SEMICONDUCTORS NV		2020-07-10	2025-05-22
	1. NXP SEMICONDUCTORS NV		2020-07-10	2025-05-22
	8. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	2. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-22
	1. NXP SEMICONDUCTORS NV		2019-02-19	2025-05-23
	113.61 FIDELITY INTL INDX		2025-03-04	2025-06-11
	1496.66 SIX CIRCLES INTL UNCON EQ		2025-03-04	2025-06-11
	36.03 SIX CIRCLES INTL UNCON EQ		2024-02-26	2025-06-11
	7. ABBVIE INC			2025-06-13
	12. ALPHABET INC-CL C		2012-07-11	2025-06-13
	3. AMAZON COM INC		2025-05-22	2025-06-13
	16. AMAZON COM INC			2025-06-13
	3. AMERICAN EXPRESS CO			2025-06-13
	16. APPLE COMPUTER INC			2025-06-13
	22. BANK OF AMERICA CORPORATION			2025-06-13
	1. BOOKING HOLDINGS INC		2021-01-28	2025-06-13
	10. BOSTON SCIENTIFIC CORP			2025-06-13
	16. BRISTOL MYERS SQUIBB CO			2025-06-13
	6. BROADCOM INC		2024-12-17	2025-06-13
	2. CADENCE DESIGN SYS INC			2025-06-13
	8. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-06-13
	10. CONOCOPHILLIPS			2025-06-13
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-06-13
	7. DISNEY WALT CO		2024-11-21	2025-06-13
	2. ECOLAB INC			2025-06-13
	11. EXXON MOBIL CORP		2022-11-01	2025-06-13
	5. FACEBOOK INC-A			2025-06-13
	5. FISERV INC			2025-06-13
	3. ARTHUR J GALLAGHER & CO			2025-06-13
	3. HILTON WORLDWIDE HOLDINGS IN			2025-06-13
	3. HOWMET AEROSPACE INC		2025-03-25	2025-06-13
	6. INGERSOLL RAND INC			2025-06-13
	2. INTUITIVE SURGICAL INC NEW		2021-09-15	2025-06-13
	3. LOWES COS INC		2025-01-24	2025-06-13
	2. MARTIN MARIETTA MATLS INC			2025-06-13
	1. MASTERCARD INC - CLASS A		2024-09-12	2025-06-13
	2. MASTERCARD INC - CLASS A			2025-06-13
	4. MCDONALDS CORP		2024-12-17	2025-06-13
	3. MICROSOFT CORP		2025-04-09	2025-06-13
	10. MICROSOFT CORP			2025-06-13
	9. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-06-13
	1. MORGAN STANLEY DEAN WITTER & CO NEW		2022-10-05	2025-06-13
	9. MORGAN STANLEY DEAN WITTER & CO NEW			2025-06-13
	10. NEXTERA ENERGY INC		2024-09-12	2025-06-13
	7. NVIDIA CORP		2025-04-04	2025-06-13
	34. NVIDIA CORP			2025-06-13
	4. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2025-06-13
	8. OTIS WORLDWIDE CORP			2025-06-13
	5. PEPSICO INC			2025-06-13
	5. PROGRESSIVE CORP OHIO			2025-06-13
	1. S&P GLOBAL INC		2022-12-02	2025-06-13
	4. SALESFORCE.COM INC		2024-03-20	2025-06-13
	1. SHERWIN WILLIAMS CO		2024-11-21	2025-06-13
	15. SOUTHERN CO			2025-06-13
	2. STRYKER CORP		2023-09-13	2025-06-13
	4. TJX COS INC NEW		2023-09-22	2025-06-13
	2. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-05-22	2025-06-13
	7. TEXAS INSTRS INC		2025-05-22	2025-06-13
	1. THERMO ELECTRON CORP		2024-01-29	2025-06-13
	3. UNITEDHEALTH GROUP INC			2025-06-13
	4. WAL MART STORES INC			2025-06-13
	3. WASTE CONNECTIONS INC		2021-01-08	2025-06-13
	17. WELLS FARGO & CO NEW			2025-06-13
	3. EATON CORP PLC			2025-06-13
	2. LINDE PLC		2018-12-11	2025-06-13
	1. TRANE TECHNOLOGIES PLC		2025-03-25	2025-06-13
	3. FISERV INC			2025-06-20
	8. FISERV INC			2025-06-20
	2. MASTERCARD INC - CLASS A			2025-06-20
	2. REGENERON PHARMACEUTICALS INC			2025-06-20
	3. BROADCOM INC		2024-12-17	2025-07-11
	1. FISERV INC		2023-07-07	2025-07-11
	11. FISERV INC			2025-07-11
	5. INTUITIVE SURGICAL INC NEW			2025-07-11
	8. INGERSOLL RAND INC		2025-07-11	2025-08-01
	11. INGERSOLL RAND INC		2021-05-17	2025-08-01
	26. BRISTOL MYERS SQUIBB CO			2025-08-21
	6. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-08-21
	6. OTIS WORLDWIDE CORP			2025-08-21
	1. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	4. OTIS WORLDWIDE CORP		2024-10-01	2025-08-21
	3. OTIS WORLDWIDE CORP		2024-10-01	2025-08-22
	9. OTIS WORLDWIDE CORP			2025-08-22
	5. OTIS WORLDWIDE CORP			2025-08-22
	6. OTIS WORLDWIDE CORP			2025-08-22
	3. BOSTON SCIENTIFIC CORP			2025-09-08
	4. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-08
	6. CONOCOPHILLIPS			2025-09-08
	4. CONOCOPHILLIPS			2025-09-08
	2. SALESFORCE.COM INC		2024-03-20	2025-09-08
	2. SALESFORCE.COM INC		2024-03-20	2025-09-08
	1. LINDE PLC		2018-12-11	2025-09-08
	1. LINDE PLC		2018-12-11	2025-09-08
	2. BOSTON SCIENTIFIC CORP		2016-12-05	2025-09-09
	8. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-11
	15. BRISTOL MYERS SQUIBB CO		2019-11-21	2025-09-11
	4. INGERSOLL RAND INC			2025-09-11
	1. INGERSOLL RAND INC		2021-05-14	2025-09-11
	9. INGERSOLL RAND INC			2025-09-11
	2160.134 PIMCO MTGE OPPORTUNITIES IS		2020-05-29	2025-09-11
	1. SALESFORCE.COM INC		2024-03-20	2025-09-11
	3. SALESFORCE.COM INC			2025-09-11
	463. VANGUARD INT-TERM CORPORATE			2025-09-11
	8. BRISTOL MYERS SQUIBB CO		2024-10-01	2025-09-12
	7. CONOCOPHILLIPS			2025-09-23
	5. SALESFORCE.COM INC		2024-10-01	2025-09-23
	2. SALESFORCE.COM INC			2025-09-23
	6. PROGRESSIVE CORP OHIO		2022-04-07	2025-10-10
	10. WELLS FARGO & CO NEW		2025-06-20	2025-10-10
	2. WELLS FARGO & CO NEW		2021-03-03	2025-10-10
	3. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	1. SHERWIN WILLIAMS CO		2024-11-21	2025-10-17
	219.214 SIX CIRCLES CREDIT OPPORT		2025-02-24	2025-10-22
	8102.511 SIX CIRCLES CREDIT OPPORT			2025-10-22
	1720. VANGUARD MORTGAGE-BACKED SEC		2024-11-25	2025-10-22
	6. ABBVIE INC			2025-10-23
	12. ALPHABET INC-CL C		2012-07-11	2025-10-23
	16. AMAZON COM INC			2025-10-23
	3. AMERICAN EXPRESS CO			2025-10-23
	11. APPLE COMPUTER INC		2025-09-08	2025-10-23
	5. APPLE COMPUTER INC		2009-04-08	2025-10-23
	18. BANK OF AMERICA CORPORATION		2025-06-20	2025-10-23
	6. BANK OF AMERICA CORPORATION		2023-12-18	2025-10-23
	8. BOSTON SCIENTIFIC CORP		2016-12-05	2025-10-23
	6. BROADCOM INC			2025-10-23
	1. CADENCE DESIGN SYS INC		2024-11-13	2025-10-23
	10. CANADIAN PACIFIC KANSAS CITY			2025-10-23
	6. CONOCOPHILLIPS			2025-10-23
	7. DISNEY WALT CO		2024-11-21	2025-10-23
	3. ECOLAB INC			2025-10-23
	11. EXXON MOBIL CORP			2025-10-23
	6. FACEBOOK INC-A			2025-10-23
	2. ARTHUR J GALLAGHER & CO			2025-10-23
	3. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2025-10-23
	5. HOWMET AEROSPACE INC			2025-10-23
	1. INTUIT		2025-09-23	2025-10-23
	7. JOHNSON & JOHNSON			2025-10-23
	1. LILLY ELI & CO		2016-12-16	2025-10-23
	4. LOWES COS INC			2025-10-23
	1. MARTIN MARIETTA MATLS INC		2023-11-08	2025-10-23
	1. MASTERCARD INC - CLASS A		2025-10-10	2025-10-23
	3. MASTERCARD INC - CLASS A			2025-10-23
	3. MCDONALDS CORP		2024-05-17	2025-10-23
	12. MICROSOFT CORP		2011-08-11	2025-10-23
	8. MONDELEZ INTERNATIONAL-W/I			2025-10-23
	8. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2025-10-23
	7. NEXTERA ENERGY INC		2025-10-10	2025-10-23
	4. NEXTERA ENERGY INC			2025-10-23
	34. NVIDIA CORP		2023-02-24	2025-10-23
	4. NVIDIA CORP		2023-02-24	2025-10-23
	3. OLD DOMINION FREIGHT LINE INC COM			2025-10-23
	5. PEPSICO INC			2025-10-23
	4. PROGRESSIVE CORP OHIO			2025-10-23
	1. S&P GLOBAL INC		2022-12-02	2025-10-23
	9. SOUTHERN CO		2024-12-17	2025-10-23
	4. SOUTHERN CO			2025-10-23
	2. STRYKER CORP		2023-09-13	2025-10-23
	5. TJX COS INC NEW			2025-10-23
	3. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-10-23
	4. TEXAS INSTRS INC			2025-10-23
	2. TEXAS INSTRS INC			2025-10-23
	2. THERMO ELECTRON CORP			2025-10-23
	4. UNITEDHEALTH GROUP INC		2010-12-01	2025-10-23
	6. WAL MART STORES INC			2025-10-23
	3. WASTE CONNECTIONS INC		2021-01-08	2025-10-23
	16. WELLS FARGO & CO NEW			2025-10-23
	2. EATON CORP PLC		2021-03-03	2025-10-23
	2. LINDE PLC		2018-12-11	2025-10-23
	2. TRANE TECHNOLOGIES PLC			2025-10-23
	1. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-10-23
	2. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	13. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-03
	12. CANADIAN PACIFIC KANSAS CITY			2025-11-03
	1. MCDONALDS CORP		2022-01-21	2025-11-03
	2. MCDONALDS CORP			2025-11-03
	5. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	1. CANADIAN PACIFIC KANSAS CITY		2025-04-09	2025-11-04
	7. CONOCOPHILLIPS		2021-03-03	2025-11-21
	2. BROADCOM INC		2024-12-17	2025-11-24
	1. ASML HOLDING NV-NY REG SHS		2020-03-05	2025-11-24
	1. MARTIN MARIETTA MATLS INC		2023-09-25	2025-11-25
	2. MONDELEZ INTERNATIONAL-W/I		2011-08-16	2025-12-03
	4. MONDELEZ INTERNATIONAL-W/I		2011-08-16	2025-12-03
	1. PEPSICO INC		2014-10-07	2025-12-03
	2. PEPSICO INC		2014-10-07	2025-12-03
	1. SOUTHERN CO		2024-05-17	2025-12-03
	3. SOUTHERN CO			2025-12-03
	2. ABBVIE INC		2020-03-31	2025-12-10
	3. ALPHABET INC-CL C		2012-07-11	2025-12-10
	5. AMAZON COM INC		2015-02-02	2025-12-10
	1. AMERICAN EXPRESS CO		2018-07-18	2025-12-10
	1. AMPHENOL CORP NEW CL A		2025-11-24	2025-12-10
	5. APPLE COMPUTER INC		2009-04-08	2025-12-10
	7. BANK OF AMERICA CORPORATION		2023-12-18	2025-12-10
	3. BOSTON SCIENTIFIC CORP		2016-12-05	2025-12-10
	1. BROADCOM INC		2024-12-17	2025-12-10
	7. CSX CORP			2025-12-10
	1. CADENCE DESIGN SYS INC		2024-11-13	2025-12-10
	1. CONOCOPHILLIPS		2021-03-03	2025-12-10
	2. DISNEY WALT CO		2024-11-21	2025-12-10
	2. EQT CORPORATION			2025-12-10
	1. ECOLAB INC		2025-06-20	2025-12-10
	1. ENTERGY CORP NEW		2025-12-04	2025-12-10
	3. EXXON MOBIL CORP		2023-06-08	2025-12-10
	1. FACEBOOK INC-A		2022-12-02	2025-12-10
	1. ARTHUR J GALLAGHER & CO		2021-04-29	2025-12-10
	1. HOWMET AEROSPACE INC		2025-08-01	2025-12-10
	191. JPMORGAN BETABUILDERS JAPAN ETF		2025-03-04	2025-12-10
	149. JPMORGAN BETABUILDERS CANADA		2025-03-04	2025-12-10
	2. JOHNSON & JOHNSON		2025-08-21	2025-12-10
	2. LOWES COS INC		2025-01-24	2025-12-10
	1. MASTERCARD INC - CLASS A		2009-05-05	2025-12-10
	4. MICROSOFT CORP		2011-08-11	2025-12-10
	2. MONDELEZ INTERNATIONAL-W/I		2011-08-16	2025-12-10
	3. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2025-12-10
	3. NEXTERA ENERGY INC		2023-06-23	2025-12-10
	11. NVIDIA CORP		2023-02-24	2025-12-10
	1. PEPSICO INC		2014-10-07	2025-12-10
	1. PROGRESSIVE CORP OHIO		2022-04-07	2025-12-10
	1. S&P GLOBAL INC		2022-12-02	2025-12-10
	1. SERVICENOW INC		2025-09-11	2025-12-10
	990.351 SIX CIRCLES US UNCONSTR EQ			2025-12-10
	4. SOUTHERN CO		2024-05-13	2025-12-10
	1. TJX COS INC NEW		2023-02-07	2025-12-10
	1. TAIWAN SEMICONDUCTOR MFG CO LTD		2025-06-20	2025-12-10
	2. TEXAS INSTRS INC			2025-12-10
	1. UNITEDHEALTH GROUP INC		2010-12-01	2025-12-10
	1. WAL MART STORES INC		2025-08-21	2025-12-10
	1. WASTE CONNECTIONS INC		2016-07-25	2025-12-10
	5. WELLS FARGO & CO NEW		2021-02-19	2025-12-10
	1. EATON CORP PLC		2021-03-03	2025-12-10
	1. LINDE PLC		2019-01-07	2025-12-10
	228.765 FIDELITY 500 INDEX FUND		2024-11-25	2025-12-12
	659.936 SIX CIRCLES INTL UNCON EQ			2025-12-12
	1. CONOCOPHILLIPS		2021-03-03	2025-12-24
	4. CONOCOPHILLIPS		2021-03-03	2025-12-24
	1. CONOCOPHILLIPS		2021-03-03	2025-12-24
	1. PROGRESSIVE CORP OHIO		2022-04-07	2025-12-24
	1. CONOCOPHILLIPS		2021-03-03	2025-12-26
	2. CONOCOPHILLIPS		2021-03-03	2025-12-26
	1. CONOCOPHILLIPS		2021-03-03	2025-12-26
	1. PROGRESSIVE CORP OHIO		2022-04-07	2025-12-26
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	18		18
b	940	488	452
c	1,187	1,069	118
d	547	486	61
e	49	44	5
	19		19
	1,185	1,131	54
	438	447	-9
	218	224	-6
	1,047	1,108	-61
	2,999	3,176	-177
	5,000	5,211	-211
	5,933	5,933
	1,971	2,088	-117
	5,846	5,846
	968	968
	2,886	2,886
	5,770	5,945	-175
	995	995
	5,730	6,229	-499
	5,976	5,976
	2,910	2,899	11
	895	891	4
	8,433	8,865	-432
	4,821	4,779	42
	4,797	4,797
	8,600	8,499	101
	4,827	5,831	-1,004
	9,663	10,177	-514
	4,846	5,693	-847
	4,745	5,488	-743
	4,683	5,384	-701
	3,959	3,959
	3,945	4,176	-231
	3,905	3,905
	8,740	8,740
	8,700	8,695	5
	8,703	8,799	-96
	3,983	3,983
	4,519	5,490	-971
	8,639	8,952	-313
	8,865	10,841	-1,976
	3,989	3,989
	4,199	4,996	-797
	5,828	6,534	-706
	5,031	5,816	-785
	4,860	4,838	22
	10,132	10,132
	4,324	4,198	126
	4,324	5,164	-840
	6,333	6,244	89
	4,524	4,495	29
	1,677	1,626	51
	5,030	5,797	-767
	840	846	-6
	7,557	8,090	-533
	913	913
	9,593	9,514	79
	3,752	3,752
	5,461	5,465	-4
	910	900	10
	7,983	8,208	-225
	1,996	1,966	30
	8,934	8,825	109
	2,927	2,869	58
	5,862	5,992	-130
	40,205	43,350	-3,145
	34,434	34,446	-12
	116,122	115,689	433
	245,897	245,057	840
	155,203	181,657	-26,454
	848	907	-59
	212	37	175
	857	149	708
	427	75	352
	426	75	351
	214	37	177
	427	75	352
	1,578	1,605	-27
	712	785	-73
	2,116	1,542	574
	1,035	590	445
	604	544	60
	852	923	-71
	960	1,006	-46
	1,232	100	1,132
	206	117	89
	199	117	82
	1,598	740	858
	396	185	211
	199	93	106
	192	93	99
	6,424	5,896	528
	19,382	17,810	1,572
	467	402	65
	1,347	805	542
	2,135	171	1,964
	639	608	31
	3,409	2,195	1,214
	876	358	518
	3,163	2,670	493
	976	756	220
	5,361	2,037	3,324
	1,007	432	575
	802	1,222	-420
	1,517	1,430	87
	610	615	-5
	648	551	97
	958	930	28
	996	488	508
	826	807	19
	538	538
	1,224	1,225	-1
	3,469	1,292	2,177
	822	898	-76
	958	453	505
	744	381	363
	517	412	105
	491	291	200
	1,034	697	337
	661	786	-125
	1,098	905	193
	564	487	77
	1,128	764	364
	1,218	1,187	31
	1,433	1,079	354
	4,775	1,813	2,962
	610	646	-36
	131	83	48
	1,178	623	555
	738	836	-98
	1,000	677	323
	4,859	816	4,043
	646	580	66
	773	844	-71
	660	881	-221
	1,345	609	736
	504	360	144
	1,050	1,217	-167
	344	380	-36
	1,360	1,323	37
	763	592	171
	499	358	141
	426	388	38
	1,389	1,272	117
	411	554	-143
	951	1,491	-540
	379	398	-19
	577	315	262
	1,248	653	595
	984	412	572
	944	321	623
	424	363	61
	490	517	-27
	1,306	1,005	301
	1,063	727	336
	1,019	1,016	3
	824	715	109
	166	125	41
	1,831	1,372	459
	2,560	1,502	1,058
	606	706	-100
	833	534	299
	1,262	1,666	-404
	293	335	-42
	530	624	-94
	88	104	-16
	351	415	-64
	267	311	-44
	799	921	-122
	445	498	-53
	530	597	-67
	325	106	219
	432	82	350
	547	490	57
	364	307	57
	503	609	-106
	502	609	-107
	473	161	312
	473	161	312
	217	41	176
	381	421	-40
	714	839	-125
	328	194	134
	81	48	33
	731	435	296
	20,435	23,040	-2,605
	246	304	-58
	739	896	-157
	39,117	36,610	2,507
	377	421	-44
	655	491	164
	1,228	1,355	-127
	491	502	-11
	1,443	718	725
	780	754	26
	156	76	80
	992	1,141	-149
	331	380	-49
	1,993	1,971	22
	73,652	71,626	2,026
	81,464	79,370	2,094
	1,369	465	904
	3,050	171	2,879
	3,523	1,414	2,109
	1,056	338	718
	2,847	2,632	215
	1,294	21	1,273
	926	820	106
	309	202	107
	825	164	661
	2,074	2,053	21
	331	306	25
	760	791	-31
	541	325	216
	787	807	-20
	824	813	11
	1,273	1,208	65
	4,431	1,274	3,157
	565	282	283
	814	381	433
	981	918	63
	671	699	-28
	1,346	1,300	46
	817	73	744
	966	1,075	-109
	625	451	174
	574	559	15
	1,721	685	1,036
	923	816	107
	6,263	296	5,967
	491	374	117
	1,269	164	1,105
	579	584	-5
	331	306	25
	6,192	785	5,407
	728	92	636
	410	435	-25
	761	780	-19
	881	472	409
	481	360	121
	870	748	122
	387	318	69
	759	592	167
	716	409	307
	879	628	251
	685	842	-157
	343	249	94
	1,133	1,103	30
	1,433	150	1,283
	639	588	51
	534	315	219
	1,351	602	749
	734	275	459
	900	321	579
	822	868	-46
	1,029	663	366
	141	138	3
	919	896	23
	846	824	22
	296	255	41
	592	497	95
	352	337	15
	70	67	3
	612	376	236
	748	475	273
	990	292	698
	615	409	206
	112	44	68
	223	87	136
	149	93	56
	296	186	110
	88	80	8
	262	237	25
	447	152	295
	953	43	910
	1,153	90	1,063
	371	103	268
	138	138
	1,385	21	1,364
	377	235	142
	279	62	217
	401	238	163
	256	251	5
	337	306	31
	96	54	42
	216	231	-15
	116	115	1
	254	261	-7
	93	94	-1
	359	325	34
	650	122	528
	240	141	99
	191	183	8
	13,266	10,718	2,548
	13,743	10,455	3,288
	407	359	48
	487	524	-37
	542	18	524
	1,916	99	1,817
	107	44	63
	537	62	475
	240	223	17
	2,005	254	1,751
	148	93	55
	227	117	110
	487	360	127
	854	940	-86
	20,718	20,063	655
	340	315	25
	155	80	75
	305	209	96
	360	174	186
	324	38	286
	115	98	17
	169	49	120
	445	188	257
	345	137	208
	391	157	234
	54,375	47,652	6,723
	9,239	7,281	1,958
	92	54	38
	369	215	154
	92	54	38
	228	117	111
	92	54	38
	183	106	77
	92	53	39
	227	117	110
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631
			40,631

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			18
b			452
c			118
d			61
e			5
			19
			54
			-9
			-6
			-61
			-177
			-211

			-117



			-175

			-499

			11
			4
			-432
			42

			101
			-1,004
			-514
			-847
			-743
			-701

			-231


			5
			-96

			-971
			-313
			-1,976

			-797
			-706
			-785
			22

			126
			-840
			89
			29
			51
			-767
			-6
			-533

			79

			-4
			10
			-225
			30
			109
			58
			-130
			-3,145
			-12
			433
			840
			-26,454
			-59
			175
			708
			352
			351
			177
			352
			-27
			-73
			574
			445
			60
			-71
			-46
			1,132
			89
			82
			858
			211
			106
			99
			528
			1,572
			65
			542
			1,964
			31
			1,214
			518
			493
			220
			3,324
			575
			-420
			87
			-5
			97
			28
			508
			19

			-1
			2,177
			-76
			505
			363
			105
			200
			337
			-125
			193
			77
			364
			31
			354
			2,962
			-36
			48
			555
			-98
			323
			4,043
			66
			-71
			-221
			736
			144
			-167
			-36
			37
			171
			141
			38
			117
			-143
			-540
			-19
			262
			595
			572
			623
			61
			-27
			301
			336
			3
			109
			41
			459
			1,058
			-100
			299
			-404
			-42
			-94
			-16
			-64
			-44
			-122
			-53
			-67
			219
			350
			57
			57
			-106
			-107
			312
			312
			176
			-40
			-125
			134
			33
			296
			-2,605
			-58
			-157
			2,507
			-44
			164
			-127
			-11
			725
			26
			80
			-149
			-49
			22
			2,026
			2,094
			904
			2,879
			2,109
			718
			215
			1,273
			106
			107
			661
			21
			25
			-31
			216
			-20
			11
			65
			3,157
			283
			433
			63
			-28
			46
			744
			-109
			174
			15
			1,036
			107
			5,967
			117
			1,105
			-5
			25
			5,407
			636
			-25
			-19
			409
			121
			122
			69
			167
			307
			251
			-157
			94
			30
			1,283
			51
			219
			749
			459
			579
			-46
			366
			3
			23
			22
			41
			95
			15
			3
			236
			273
			698
			206
			68
			136
			56
			110
			8
			25
			295
			910
			1,063
			268

			1,364
			142
			217
			163
			5
			31
			42
			-15
			1
			-7
			-1
			34
			528
			99
			8
			2,548
			3,288
			48
			-37
			524
			1,817
			63
			475
			17
			1,751
			55
			110
			127
			-86
			655
			25
			75
			96
			186
			286
			17
			120
			257
			208
			234
			6,723
			1,958
			38
			154
			38
			111
			38
			77
			39
			110

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	101,788
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,807
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	2,807
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	2,807
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	2,756
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	2,756
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	51
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)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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.

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

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

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

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

on foundation managers.$

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

If "Yes," attach a detailed description of the activities.

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

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

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

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

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

If "Yes," attach the statement required by General Instruction T.

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

By language in the governing instrument, or

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

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

Yes

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

Yes

Website addressn/a

The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

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

1a(3)

(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)

(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)

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 ..........

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

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

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

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

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

5a(1)

(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)

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

5a(3)

Yes

(4) Provide a grant to an organization other than a charitable, etc., organization described

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

5a(4)

(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)

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 ........

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

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

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

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JP MORGAN CHASE BANK NA	TRUSTEE 2	58,469
10 S DEARBORN ST MC IL 1-0111 CHICAGO,IL60603	TRUSTEE 2	58,469

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)

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

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

purposes:

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

4,258,657

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

84,351

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

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

4,343,008

Reduction claimed for blockage or other factors reported on lines 1a and

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

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

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

4,343,008

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

65,145

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

4,277,863

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

213,893

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.)

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

213,893

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

2,807

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

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

2,807

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

211,086

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

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

211,086

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

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

211,086

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

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

197,869

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

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

197,869

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					211,086
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				171,398
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: $ 197,869
a Applied to 2024, but not more than line 2a				171,398
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.....					26,471
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 ..........					184,615
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
JOSEPH CRUZ DARTMOUTH COLLEGE 207 PARKHURST HALL HANOVER,NH03755	NONE		SCHOLARSHIP	6,184
OPERATION FUEL INC 75 CHARTER OAK AVE STE 1-300 HARTFORD,CT06106	NONE		GENERAL	10,000
FAMILY AND CHILDRENS AGENCY 9 MOTT AVE 4TH FL NORWALK,CT06850	NONE		GENERAL	25,000
NORWALK COMMUNITY COLLEGE FOUNDATION 188 RICHARDS AVE SUITE R311 NORWALK,CT06854	NONE		GENERAL	35,000
OPEN DOOR SHELTER 4 MERRITT ST NORWALK,CT06854	NONE		GENERAL	30,000
HOMEFRONT INC 780 FILLMORE AVE BUFFALO,NY14212	NONE		GENERAL	22,000
MARCELLO MATURI COLUMBIA UNIVERSITY 441 E FORDHAM R BRONX,NY10458	NONE		SCHOLARSHIP	6,184
ISAAC ZAPATA C/O LEHIGH UNIVERSITY 27 MEMORIAL DRIVE WEST BETHLEHEM,PA18015	NONE		SCHOLARSHIP	6,184
VANDAN PATEL UNIVERSITY OF MARYLAND 7809 REGENTS DR COLLEGE PARK MARYLAND,MD207425151	NONE		SCHOLARSHIP	6,184
FILLING IN THE BLANKS INC 346 MAIN AVENUE STE 3A NORWALK,CT06851	NONE		GENERAL	25,000
Total ................................. 3a				171,736

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	134,236
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	101,788
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) ..				236,024

13Total. Add line 12, columns (b), (d), and (e)..................

236,024

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

Name of Bond	End of Year Book Value	End of Year Fair Market Value
912828J27 US TREAS 2% 02/15/25
912828K74 US TREAS 2% 08/15/25
912828P46 US TREAS 1.625% 02/1
912828R36 US TREAS 1.625% 05/1
912828V98 US TREAS 2.25% 02/15
54401E143 LORD ABBETT SHRT DUR	80,138	76,743
83002G108 SIX CIRCLES ULTR SHR
9128282R0 US TREAS 2.25% 08/15
912828XB1 US TREAS 2.125% 05/1
72201F490 PIMCO INCOME FUND-IN
9128284N7 US TREAS 2.875% 05/1
9128285M8 US TREAS 3.125% 11/1
9128286B1 US TREAS 2.625% 02/1
9128286T2 US TREAS 2.375% 05/1
83002G884 SIX CIRCLES CREDIT O	87,617	92,383
9128283W8 US TREAS 2.75% 02/15
912828YS3 US TREAS 1.75% 11/15
912828Z94 US TREAS 1.5% 02/15/
912828ZQ6 US TREAS 0.625% 05/1
91282CAE1 US TREAS 0.625% 08/1
91282CAV3 US TREAS 0.875% 11/1
92203J407 VANGUARD TOTAL INTL	173,876	169,168
9128283Z1 US TREAS 2.75% 02/28
912828M56 US TREAS 2.25% 11/15
912828YU8 US TREAS 1.625% 11/3
91282CCB5 US TREAS 1.625% 05/1
91282CCS8 US TREAS 1.25% 08/15
921937835 VANGUARD TOTAL BOND	34,099	34,739
83002G702 SIX CIRCLES GLOBAL B	171,198	179,930
912810EZ7 US TREAS 6.625% 02/1
912828U24 US TREAS 2% 11/15/26
912828ZF0 US TREAS 0.5% 03/31/
91282CDJ7 US TREAS 1.375% 11/1
91282CEE7 US TREAS 2.375% 03/3
9128282A7 US TREAS 1.5% 08/15/
91282CAZ4 US TREAS 0.375% 11/3
91282CBS9 US TREAS 1.25% 03/31
91282CCR0 US TREAS 1% 07/31/28
91282CDL2 US TREAS 1.5% 11/30/
91282CFT3 US TREAS 4% 10/31/29
91282CGJ4 US TREAS 3.5% 01/31/
92206C870 VANGUARD INT-TERM CO	42,375	44,890
9128283F5 US TREAS 2.25% 11/15
91282CEC1 US TREAS 1.875% 02/2
91282CFF3 US TREAS 2.75% 08/15
91282CFV8 US TREAS 4.125% 11/1
91282CFY2 US TREAS 3.875% 11/3
91282CHT1 US TREAS 3.875% 08/1
92206C771 VANGUARD MORTGAGE-BA	45,084	45,997
46429B267 ISHARES US TREASURY	37,535	36,978

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	576	2,670
110122108 BRISTOL-MYERS SQUIBB
438516106 HONEYWELL INTERNATIO
532457108 ELI LILLY AND COMPAN	218	3,224
548661107 LOWE'S COS INC	1,449	3,617
594918104 MICROSOFT CORP	879	17,894
609207105 MONDELEZ INTERNATION	413	1,023
617446448 MORGAN STANLEY	575	4,971
713448108 PEPSICO INC	1,118	1,722
882508104 TEXAS INSTRUMENTS IN	1,046	3,643
949746101 WELLS FARGO & CO	1,478	4,567
02079K107 ALPHABET INC-CL C	527	11,611
30303M102 META PLATFORMS INC-C	1,433	10,561
57636Q104 MASTERCARD INC - A	201	6,280
65339F101 NEXTERA ENERGY INC	1,287	2,730
78462F103 SPDR S&P 500 ETF TRU	240,625	857,173
91324P102 UNITEDHEALTH GROUP I	413	3,631
94106B101 WASTE CONNECTIONS IN	493	1,754
023135106 AMAZON.COM INC	957	12,233
037833100 APPLE INC	220	14,409
060505104 BANK OF AMERICA CORP	857	4,290
655844108 NORFOLK SOUTHERN COR
67066G104 NVIDIA CORP	537	22,380
025816109 AMERICAN EXPRESS CO	907	3,330
315911750 FIDELITY 500 INDEX F	652,883	840,177
83002G306 SIX CIRCLES US UNCON	386,601	632,424
83002G405 SIX CIRCLES INTL UNC	268,624	403,298
00287Y109 ABBVIE INC	1,348	4,341
337738108 FISERV INC
580135101 MCDONALD'S CORP	2,202	3,056
N6596X109 NXP SEMICONDUCTORS N
09857L108 BOOKING HOLDINGS INC	1,709	5,355
461202103 INTUIT INC	2,039	1,987
883556102 THERMO FISHER SCIENT	2,068	2,897
N07059210 ASML HOLDING NV-NY R	292	1,070
20825C104 CONOCOPHILLIPS
22160K105 COSTCO WHOLESALE COR	976	1,725
363576109 ARTHUR J GALLAGHER &	1,118	2,070
43300A203 HILTON WORLDWIDE HOL	1,135	2,585
45687V106 INGERSOLL RAND INC
46120E602 INTUITIVE SURGICAL I
46641Q191 JPMORGAN BETABUILDER	74,466	77,405
46641Q217 JPMORGAN BETABUILDER	94,565	131,622
46641Q225 JPMORGAN BETABUILDER	50,087	93,744
46641Q233 JPMORGAN BETABUILDER	65,085	70,206
679580100 OLD DOMINION FREIGHT	1,240	1,411
75886F107 REGENERON PHARMACEUT
G29183103 EATON CORP PLC	1,164	2,867
30231G102 EXXON MOBIL CORP	1,535	4,092
61174X109 MONSTER BEVERAGE COR
743315103 PROGRESSIVE CORP	1,165	2,277
78409V104 S&P GLOBAL INC	1,422	2,090
573284106 MARTIN MARIETTA MATE	1,633	2,491
842587107 THE SOUTHERN COMPANY	2,597	3,226
863667101 STRYKER CORP	1,773	2,109
872540109 TJX COMPANIES INC	1,038	1,997
G54950103 LINDE PLC	942	2,558
11135F101 BROADCOM INC	4,245	6,230
127387108 CADENCE DESIGN SYS I	1,225	1,250
254687106 WALT DISNEY CO/THE	3,051	3,072
68902V107 OTIS WORLDWIDE CORP
79466L302 SALESFORCE INC
824348106 SHERWIN-WILLIAMS CO/
032095101 AMPHENOL CORP-CL A	2,063	2,027
126408103 CSX CORP	2,218	2,248
26884L109 EQT CORP	1,956	1,876
278865100 ECOLAB INC	2,554	2,625
29364G103 ENTERGY CORP	1,219	1,202
315911727 FIDELITY INTL INDX	117,826	138,031
443201108 HOWMET AEROSPACE INC	2,251	3,075
478160104 JOHNSON & JOHNSON	3,504	4,553
81762P102 SERVICENOW INC	1,866	1,532
874039100 TAIWAN SEMICONDUCTOR	1,778	2,735
931142103 WALMART INC	1,748	2,005
G8994E103 TRANE TECHNOLOGIES P	2,716	2,724

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI	AT COST	55,477	57,101
64128R608 NEUBERGER BERM LNG S	AT COST	39,450	45,511
72201U638 PIMCO MRTG OPP & BND	AT COST	22,792	22,547
83002G876 SIX CIRCLES MULTI-ST	AT COST	132,986	132,214

Category	Amount	Net Investment Income
FOREIGN TAXES	38	38
FEDERAL TAX PAYMENT - PRIOR YE	906	0
FEDERAL ESTIMATES - INCOME	2,756	0
FOREIGN TAXES ON QUALIFIED FOR	1,327	1,327
FOREIGN TAXES ON NONQUALIFIED	375	375

Description	Amount
COST BASIS ADJUSTMENT	18
2025 TRANSACTIONS POSTED IN 2026	2,945