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
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
 
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

16-6065271
B Telephone number (see instructions)

8004962583
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)$8,841,300J 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... 241,941 241,923  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 258,932
b Gross sales price for all assets on line 6a 1,114,339
7 Capital gain net income (from Part IV, line 2)... 258,932
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........ 500,873 500,855  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,097 54,115   28,982
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)... Click to see attachment
List of Attached Documents:
// Content
8,905 3,561   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,252 57,676 0 29,232
25 Contributions, gifts, grants paid....... 355,216 355,216
26 Total expenses and disbursements. Add lines 24 and 25 ................ 447,468 57,676 0 384,448
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 53,405
b Net investment income (if negative, enter -0-) 443,179
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............. 69,897 113,440 113,440
2 Savings and temporary cash investments......... 147,669 88,053 88,053
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)....... 3,118,119 Click to see attachment
List of Attached Documents:
// Content
3,112,909 		6,786,727
c Investments—corporate bonds (attach schedule)....... 1,358,337 Click to see attachment
List of Attached Documents:
// Content
1,326,877 		1,339,670
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 388,619 Click to see attachment
List of Attached Documents:
// Content
499,959 		513,410
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) 5,082,641 5,141,238 8,841,300
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........ 5,082,641 5,141,238
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)..... 5,082,641 5,141,238
30 Total liabilities and net assets/fund balances (see instructions). 5,082,641 5,141,238
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
5,082,641
2
Enter amount from Part I, line 27a .....................
2
53,405
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
15,510
4
Add lines 1, 2, and 3 ..........................
4
5,151,556
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
10,318
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,141,238
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 . ALEXION PHARMACEUTICALS INC     2025-01-03
b 1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 29. MONSTER BEVERAGE CORP     2025-01-27
d 13. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
e 2. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
. VALEANT PHARMACEUTICALS INTE     2025-02-10
6. 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
10000. US TREAS 2% 02/15/25     2025-02-18
2000. U S A BONDS   2023-04-05 2025-02-25
1000. U S A BONDS   2023-02-16 2025-02-25
1000. U S A BONDS   2022-11-18 2025-02-25
2000. US TREAS 1.5% 08/15/26   2023-08-18 2025-02-25
3000. US TREAS 2.25% 08/15/27   2018-07-27 2025-02-25
4000. US TREAS 2.75% 02/28/25   2021-05-18 2025-02-25
11000. US TREAS 2% 08/15/25     2025-02-25
4000. US TREAS 1.625% 02/15/26   2017-10-20 2025-02-25
1000. US TREAS 1.625% 05/15/26   2017-09-18 2025-02-25
1000. US TREAS 2.25% 02/15/27   2017-05-19 2025-02-25
4000. US TREAS 2.125% 05/15/25   2016-08-18 2025-02-25
6000. US TREAS 1.625% 09/30/26   2021-09-24 2025-02-25
3000. US TREAS 0.625% 08/15/30   2020-10-05 2025-02-25
4000. US TREAS 0.875% 11/15/30   2020-12-03 2025-02-25
1000. US TREAS 0.625% 11/30/27   2024-11-18 2025-02-25
3000. US TREAS 1.875% 02/28/27   2024-02-16 2025-02-25
5. HONEYWELL INTL INC   2025-01-24 2025-03-25
1. HONEYWELL INTL INC   2010-02-01 2025-03-25
5. 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
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
10. APPLE COMPUTER INC   2024-04-12 2025-04-04
5. APPLE COMPUTER INC   2024-03-20 2025-04-09
13. NORFOLK SOUTHN CORP     2025-04-09
6. NORFOLK SOUTHN CORP     2025-04-09
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2025-04-28
10. EXXON MOBIL CORP     2025-05-01
11. EXXON MOBIL CORP   2022-11-01 2025-05-01
6000. US TREAS 2.125% 05/15/25     2025-05-15
8. ALPHABET INC-CL C   2012-07-12 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
11. 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
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
246.653 FIDELITY INTL INDX   2024-08-13 2025-06-05
856.747 FIDELITY INTL INDX   2021-01-28 2025-06-05
296.892 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-05
71. JPMORGAN BETABUILDERS JAPAN ETF   2023-06-16 2025-06-05
58. JPMORGAN BETABUILDERS JAPAN ETF     2025-06-05
3475.438 SIX CIRCLES INTL UNCON EQ     2025-06-05
2059.44 SIX CIRCLES INTL UNCON EQ   2021-05-03 2025-06-05
5. FISERV INC     2025-06-20
12. FISERV INC     2025-06-20
3. MASTERCARD INC - CLASS A     2025-06-20
3. REGENERON PHARMACEUTICALS INC     2025-06-20
4. BROADCOM INC   2024-12-17 2025-07-11
2. FISERV INC   2023-07-07 2025-07-11
16. FISERV INC     2025-07-11
8. INTUITIVE SURGICAL INC NEW     2025-07-11
13. INGERSOLL RAND INC   2025-07-11 2025-08-01
17. INGERSOLL RAND INC     2025-08-01
6000. US TREAS 2% 08/15/25     2025-08-15
5000. US TREAS 1.625% 08/15/29   2020-05-11 2025-08-20
40. BRISTOL MYERS SQUIBB CO     2025-08-21
9. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
9. OTIS WORLDWIDE CORP     2025-08-21
2. OTIS WORLDWIDE CORP   2024-10-02 2025-08-21
6. OTIS WORLDWIDE CORP     2025-08-21
4. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
14. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
1. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
9. OTIS WORLDWIDE CORP     2025-08-22
4. BOSTON SCIENTIFIC CORP     2025-09-08
5. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
9. CONOCOPHILLIPS     2025-09-08
6. CONOCOPHILLIPS     2025-09-08
4. SALESFORCE.COM INC   2024-03-20 2025-09-08
3. 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
4. BOSTON SCIENTIFIC CORP     2025-09-09
1672.769 PIMCO MTGE OPPORTUNITIES IS   2024-10-16 2025-09-10
2528.924 PIMCO MTGE OPPORTUNITIES IS   2023-08-03 2025-09-10
2266.383 SIX CIRCLES US UNCONSTR EQ   2025-06-05 2025-09-10
397. VANGUARD INT-TERM CORPORATE   2025-02-24 2025-09-10
374. VANGUARD INT-TERM CORPORATE   2023-12-07 2025-09-10
11. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
24. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-11
6. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
13. INGERSOLL RAND INC     2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
1. SALESFORCE.COM INC   2024-10-01 2025-09-11
3. SALESFORCE.COM INC     2025-09-11
12. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
12. CONOCOPHILLIPS     2025-09-23
7. SALESFORCE.COM INC   2024-10-01 2025-09-23
4. SALESFORCE.COM INC   2024-09-12 2025-09-23
8. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-10
16. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
2. WELLS FARGO & CO NEW   2020-12-15 2025-10-10
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
4. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
513.305 FIDELITY 500 INDEX FUND   2024-12-03 2025-10-21
635.816 FIDELITY 500 INDEX FUND     2025-10-21
265. JPMORGAN BETABUILDERS JAPAN ETF   2020-06-10 2025-10-21
60. SPDR TR UNIT SER 1   2015-02-06 2025-10-21
504.196 SIX CIRCLES CREDIT OPPORT   2025-06-05 2025-10-21
17063.463 SIX CIRCLES CREDIT OPPORT     2025-10-21
4. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
786. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
5. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
26. CANADIAN PACIFIC KANSAS CITY     2025-11-03
23. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
1. MCDONALDS CORP   2024-12-17 2025-11-03
3. MCDONALDS CORP   2024-12-17 2025-11-03
10. CANADIAN PACIFIC KANSAS CITY     2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
15. CONOCOPHILLIPS   2021-03-03 2025-11-21
3. BROADCOM INC   2025-09-11 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-26
5. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
7. MONDELEZ INTERNATIONAL-W/I     2025-12-03
2. PEPSICO INC     2025-12-03
4. PEPSICO INC   2022-05-10 2025-12-03
3. SOUTHERN CO   2025-04-04 2025-12-03
5. SOUTHERN CO   2025-04-04 2025-12-03
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
3. CONOCOPHILLIPS   2021-03-03 2025-12-24
9. CONOCOPHILLIPS     2025-12-24
3. PROGRESSIVE CORP OHIO     2025-12-24
4. CONOCOPHILLIPS   2021-03-03 2025-12-26
4. CONOCOPHILLIPS   2021-03-03 2025-12-26
3. PROGRESSIVE CORP OHIO     2025-12-26
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25     25
b 940   488 452
c 1,434   1,284 150
d 646   575 71
e 98   88 10
24     24
1,423   1,099 324
438   447 -9
217   224 -7
10,000   10,117 -117
2,109   2,238 -129
1,052   1,086 -34
1,066   1,105 -39
1,926   1,912 14
2,872   2,872  
4,000   4,334 -334
10,884   11,383 -499
3,903   3,903  
970   970  
965   1,001 -36
3,982   4,199 -217
5,774   6,195 -421
2,484   2,955 -471
3,335   3,982 -647
910   905 5
2,873   2,853 20
1,060   1,134 -74
212   37 175
1,071   187 884
427   75 352
426   75 351
429   75 354
427   75 352
1,972   1,765 207
890   881 9
2,751   1,550 1,201
1,242   709 533
604   509 95
1,064   1,114 -50
1,173   1,225 -52
6,000   6,100 -100
1,408   114 1,294
206   93 113
199   93 106
2,197   1,018 1,179
396   185 211
199   93 106
191   93 98
192   93 99
13,896   12,360 1,536
48,269   39,455 8,814
61,359   62,511 -1,152
4,262   3,732 530
3,482   2,984 498
44,833   39,800 5,033
26,567   22,283 4,284
816   863 -47
1,959   1,508 451
1,595   644 951
1,529   1,520 9
1,099   953 146
331   251 80
2,663   1,995 668
4,096   2,391 1,705
984   1,148 -164
1,287   824 463
6,000   6,021 -21
4,621   5,425 -804
1,941   2,566 -625
439   508 -69
795   946 -151
175   207 -32
526   622 -96
355   415 -60
1,244   1,452 -208
89   100 -11
622   697 -75
796   895 -99
433   127 306
540   103 437
820   735 85
545   460 85
1,006   1,217 -211
753   913 -160
473   161 312
473   161 312
434   82 352
15,808   15,687 121
23,898   23,615 283
44,557   40,160 4,397
33,443   32,298 1,145
31,505   29,693 1,812
524   579 -55
1,143   1,354 -211
492   290 202
81   48 33
81   48 33
1,055   628 427
491   609 -118
246   271 -25
739   896 -157
566   632 -66
1,123   851 272
1,720   1,897 -177
983   1,006 -23
1,924   957 967
1,248   1,206 42
156   59 97
330   380 -50
1,323   1,521 -198
331   380 -49
120,134   108,076 12,058
148,806   59,330 89,476
18,053   12,664 5,389
40,277   12,329 27,948
4,583   4,492 91
155,107   150,916 4,191
190   185 5
37,258   36,257 1,001
354   408 -54
1,837   1,893 -56
1,622   1,585 37
296   297 -1
888   890 -2
705   676 29
70   67 3
70   67 3
1,312   806 506
1,122   1,091 31
603   451 152
990   663 327
623   451 172
280   359 -79
391   252 139
298   347 -49
593   686 -93
265   275 -10
437   458 -21
92   54 38
277   161 116
830   482 348
683   355 328
365   212 153
368   211 157
681   353 328
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
      78,919
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       25
b       452
c       150
d       71
e       10
      24
      324
      -9
      -7
      -117
      -129
      -34
      -39
      14
       
      -334
      -499
       
       
      -36
      -217
      -421
      -471
      -647
      5
      20
      -74
      175
      884
      352
      351
      354
      352
      207
      9
      1,201
      533
      95
      -50
      -52
      -100
      1,294
      113
      106
      1,179
      211
      106
      98
      99
      1,536
      8,814
      -1,152
      530
      498
      5,033
      4,284
      -47
      451
      951
      9
      146
      80
      668
      1,705
      -164
      463
      -21
      -804
      -625
      -69
      -151
      -32
      -96
      -60
      -208
      -11
      -75
      -99
      306
      437
      85
      85
      -211
      -160
      312
      312
      352
      121
      283
      4,397
      1,145
      1,812
      -55
      -211
      202
      33
      33
      427
      -118
      -25
      -157
      -66
      272
      -177
      -23
      967
      42
      97
      -50
      -198
      -49
      12,058
      89,476
      5,389
      27,948
      91
      4,191
      5
      1,001
      -54
      -56
      37
      -1
      -2
      29
      3
      3
      506
      31
      152
      327
      172
      -79
      139
      -49
      -93
      -10
      -21
      38
      116
      348
      328
      153
      157
      328
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 258,932
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 6,160
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 6,160
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 6,160
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,760
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)
NY
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 ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
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
JP MORGAN CHASE BANK NA TRUSTEE
4 		83,097    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
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
8,227,877
b
Average of monthly cash balances.......................
1b
179,493
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,407,370
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,407,370
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,111
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,281,259
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
414,063
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
414,063
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,160
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,160
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
407,903
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
407,903
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
407,903
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
384,448
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
384,448
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 7 407,903
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 353,233
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: $ 384,448
a Applied to 2024, but not more than line 2a 353,233
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..... 31,215
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 .......... 		376,688
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

NATURAL HERITAGE TRUST

625 BROADWAY 2ND FLOOR
ALBANY,NY12207 		NONE   GENERAL 177,600

STATE OF ALABAMA DEPT CONSERVA
& NATURAL RESOURCES
64 N UNION ST STE 464
MONTGOMERY,AL361300001 		NONE   GENERAL 177,616
Total ................................. 3a 355,216
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 ....     14 241,941  
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 ............ 		    18 258,932  
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) ..   500,873  
13Total. Add line 12, columns (b), (d), and (e)..................
13
500,873
(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 InvestmentsCorpBondsSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
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    
912828XB1 US TREAS 2.125% 05/1    
912828P46 US TREAS 1.625% 02/1 5,503 5,985
912828R36 US TREAS 1.625% 05/1 8,420 8,937
912828V98 US TREAS 2.25% 02/15 8,937 8,876
54401E143 LORD ABBETT SHRT DUR 172,172 164,467
9128282R0 US TREAS 2.25% 08/15 6,601 6,864
9128283F5 US TREAS 2.25% 11/15 4,829 4,889
9128284N7 US TREAS 2.875% 05/1 5,068 4,929
9128285M8 US TREAS 3.125% 11/1 5,171 4,944
83002G884 SIX CIRCLES CREDIT O 165,241 173,593
912828YB0 US TREAS 1.625% 08/1    
912828Z94 US TREAS 1.5% 02/15/ 4,300 3,674
912828ZQ6 US TREAS 0.625% 05/1 3,951 3,510
91282CAE1 US TREAS 0.625% 08/1 6,574 6,091
91282CAV3 US TREAS 0.875% 11/1 6,632 6,119
9128283Z1 US TREAS 2.75% 02/28    
9128284V9 US TREAS 2.875% 08/1 7,822 6,888
912828U24 US TREAS 2% 11/15/26 5,255 4,934
912828YG9 US TREAS 1.625% 09/3 9,293 8,872
91282CCB5 US TREAS 1.625% 05/1 8,014 7,167
83002G702 SIX CIRCLES GLOBAL B 315,249 324,176
912810FP8 US TREAS 5.375% 02/1 5,524 5,376
91282CFF3 US TREAS 2.75% 08/15 9,795 10,254
92203J407 VANGUARD TOTAL INTL 283,668 279,966
912810FA1 US TREAS 6.375% 08/1 7,832 7,317
912810FB9 US TREAS 6.125% 11/1 7,600 7,331
9128282A7 US TREAS 1.5% 08/15/ 8,224 8,886
91282CBS9 US TREAS 1.25% 03/31 870 952
91282CCR0 US TREAS 1% 07/31/28 7,682 8,445
91282CDL2 US TREAS 1.5% 11/30/ 7,800 8,494
91282CDY4 US TREAS 1.875% 02/1 823 892
91282CEE7 US TREAS 2.375% 03/3 8,097 8,671
92206C870 VANGUARD INT-TERM CO 82,251 86,765
91282CAY7 US TREAS 0.625% 11/3 7,173 7,581
91282CCS8 US TREAS 1.25% 08/15 6,495 6,970
91282CDJ7 US TREAS 1.375% 11/1 7,772 7,839
91282CEC1 US TREAS 1.875% 02/2 6,495 6,871
91282CFY2 US TREAS 3.875% 11/3 4,961 5,042
91282CHT1 US TREAS 3.875% 08/1 5,097 4,958
92206C771 VANGUARD MORTGAGE-BA 84,528 86,439
91282CFJ5 US TREAS 3.125% 08/3 9,485 9,831
91282CFV8 US TREAS 4.125% 11/1 6,014 6,069
91282CHC8 US TREAS 3.375% 05/1 4,683 4,807
91282CLK5 US TREAS 3.625% 08/3 4,976 4,999

TY 2025 InvestmentsCorpStockSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,234 5,721
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 95,915 177,463
532457108 ELI LILLY AND COMPAN 364 5,373
548661107 LOWE'S COS INC 5,472 7,958
594918104 MICROSOFT CORP 2,891 39,173
609207105 MONDELEZ INTERNATION 913 2,261
617446448 MORGAN STANLEY 1,233 10,652
713448108 PEPSICO INC 2,422 3,732
882508104 TEXAS INSTRUMENTS IN 4,148 7,807
949746101 WELLS FARGO & CO 3,206 10,066
02079K107 ALPHABET INC-CL C 1,123 24,790
30303M102 META PLATFORMS INC-C 2,860 23,103
57636Q104 MASTERCARD INC - A 1,523 13,701
65339F101 NEXTERA ENERGY INC 3,739 5,941
78462F103 SPDR S&P 500 ETF TRU 863,701 3,178,429
91324P102 UNITEDHEALTH GROUP I 909 7,923
94106B101 WASTE CONNECTIONS IN 1,036 3,683
023135106 AMAZON.COM INC 2,797 26,313
037833100 APPLE INC 4,994 30,992
060505104 BANK OF AMERICA CORP 3,263 9,240
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 3,480 48,304
025816109 AMERICAN EXPRESS CO 1,902 7,029
315911750 FIDELITY 500 INDEX F    
83002G306 SIX CIRCLES US UNCON 793,759 1,318,437
83002G405 SIX CIRCLES INTL UNC 546,660 791,773
00287Y109 ABBVIE INC 2,898 9,368
337738108 FISERV INC    
580135101 MCDONALD'S CORP 4,821 6,418
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 3,230 10,711
461202103 INTUIT INC 4,135 3,975
883556102 THERMO FISHER SCIENT 4,913 6,374
N07059210 ASML HOLDING NV-NY R 877 3,210
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 1,953 3,449
315911727 FIDELITY INTL INDX 56,093 75,415
363576109 ARTHUR J GALLAGHER & 2,368 4,399
43300A203 HILTON WORLDWIDE HOL 2,387 5,458
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 172,940 179,585
46641Q217 JPMORGAN BETABUILDER 180,462 249,140
46641Q225 JPMORGAN BETABUILDER 104,794 203,763
46641Q233 JPMORGAN BETABUILDER 117,445 131,517
679580100 OLD DOMINION FREIGHT 2,682 2,979
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 2,449 6,052
30231G102 EXXON MOBIL CORP 4,179 8,785
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 2,450 4,782
78409V104 S&P GLOBAL INC 3,205 4,703
573284106 MARTIN MARIETTA MATE 3,311 4,981
842587107 THE SOUTHERN COMPANY 6,032 7,063
863667101 STRYKER CORP 3,546 4,218
872540109 TJX COMPANIES INC 2,245 4,301
G54950103 LINDE PLC 2,206 5,969
11135F101 BROADCOM INC 9,497 13,152
127387108 CADENCE DESIGN SYS I 2,760 2,813
254687106 WALT DISNEY CO/THE 6,593 6,599
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 4,401 4,324
126408103 CSX CORP 4,832 4,894
26884L109 EQT CORP 4,247 4,074
278865100 ECOLAB INC 5,478 5,513
29364G103 ENTERGY CORP 2,628 2,588
443201108 HOWMET AEROSPACE INC 5,292 6,766
478160104 JOHNSON & JOHNSON 8,012 9,934
81762P102 SERVICENOW INC 4,687 3,830
874039100 TAIWAN SEMICONDUCTOR 4,020 6,078
931142103 WALMART INC 3,712 4,234
G8994E103 TRANE TECHNOLOGIES P 5,585 5,449

TY 2025 InvestmentsOtherSchedule2
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 123,894 126,418
64128R608 NEUBERGER BERM LNG S AT COST 75,824 87,661
72201U638 PIMCO MRTG OPP & BND AT COST 42,901 43,315
83002G876 SIX CIRCLES MULTI-ST AT COST 257,340 256,016

TY 2025 OtherDecreasesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Description Amount
2025 TRANSACTION POSTED IN 2026 10,315
ROUNDING ADJUSTMENT 3


TY 2025 OtherExpensesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2025 OtherIncreasesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Description Amount
2024 TRANSACTION POSTED IN 2025 10,500
ADJUSTMENT TO INCOME 4,988
AI POSTING DATE BEFORE TAX YEAR 19
COST BASIS ADJUSTMENT 3


TY 2025 TaxesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 55 55   0
FEDERAL TAX PAYMENT - PRIOR YE 944 0   0
FEDERAL ESTIMATES - INCOME 4,400 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,805 2,805   0
FOREIGN TAXES ON NONQUALIFIED 701 701   0