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
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 803878
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60680
A Employer identification number

20-3452007
B Telephone number (see instructions)

3126303000
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)$8,306,127J 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... 259,414 257,925  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 365,263
b Gross sales price for all assets on line 6a 1,961,496
7 Capital gain net income (from Part IV, line 2)... 365,263
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)....... Click to see attachment
List of Attached Documents:
// Content
204 204  
12 Total. Add lines 1 through 11........ 624,881 623,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 97,647 40,162   57,485
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 450 0 450
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
10,012 3,462   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
68 53   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,627 44,127 0 57,950
25 Contributions, gifts, grants paid....... 385,054 385,054
26 Total expenses and disbursements. Add lines 24 and 25 ................ 493,681 44,127 0 443,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 131,200
b Net investment income (if negative, enter -0-) 579,265
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............. 111,211 -385,055 -385,055
2 Savings and temporary cash investments.........   526,792 526,792
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)....... 4,025,965 Click to see attachment
List of Attached Documents:
// Content
4,201,459 		6,434,022
c Investments—corporate bonds (attach schedule)....... 1,698,539 Click to see attachment
List of Attached Documents:
// Content
1,619,985 		1,615,344
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 117,160 Click to see attachment
List of Attached Documents:
// Content
117,160 		115,024
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) 5,952,875 6,080,341 8,306,127
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........ 5,952,875 6,080,341
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)..... 5,952,875 6,080,341
30 Total liabilities and net assets/fund balances (see instructions). 5,952,875 6,080,341
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
5,952,875
2
Enter amount from Part I, line 27a .....................
2
131,200
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,284
4
Add lines 1, 2, and 3 ..........................
4
6,087,359
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
7,018
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,080,341
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 29. ABBVIE INC COM USD0.01   2024-06-05 2025-09-29
b 37. AIR PRODUCTS & CHEMICALS INC   2023-06-06 2025-07-11
c 64. AIR PRODUCTS & CHEMICALS INC   2017-02-14 2025-08-11
d 130. AIR PRODUCTS & CHEMICALS INC   2017-02-14 2025-10-17
e 5000. AMAZON COM INC 3.6% 04-13-2032 BEO   2022-04-11 2025-03-17
5000. AMERICAN EXPRESS CO 5.519% DUE 07-26-2035 BEO   2024-07-22 2025-03-17
5000. AMERIPRISE FINANCIAL INC 5.15% DUE 05-15-2033   2023-03-06 2025-03-17
5000. ANALOG DEVICES INC 1.7% 10-01-2028   2021-09-29 2025-03-17
15000. ANALOG DEVICES INC 1.7% 10-01-2028   2021-09-29 2025-12-22
5000. APPLE INC 4.0% 05-10-2028   2023-05-08 2025-03-17
10000. APPLE INC 4.0% 05-10-2028   2023-05-08 2025-05-05
5000. ARCHER DANIELS MIDLAND CO 2.9% 03-01-2032 BEO   2022-02-23 2025-03-17
11. AUTOMATIC DATA PROCESSING INC   2019-03-07 2025-09-29
5000. BANK OF AMERICA CORPORATION 5.202% 04-25-2029   2023-04-19 2025-03-17
5000. BANK MONTREAL QUE 5.203% DUE 02-01-2028 BEO   2023-01-05 2025-03-17
10000. BANK MONTREAL QUE 5.203% DUE 02-01-2028 BEO   2023-01-05 2025-12-22
5000. BANK OF NEW YORK MELLON CORP 6.317% 10-25-2029   2023-10-18 2025-03-17
5000. BANK NOVA SCOTIA 4.74% 11-10-2032   2024-09-04 2025-03-17
5000. BERKSHIRE HATHAWAY FIN CORP 2.875% DUE 03-15-2032 BEO   2022-03-07 2025-03-17
5000. BLACKROCK FDG INC 4.9% 01-08-2035   2024-07-17 2025-03-17
5000. BRISTOL MYERS SQUIBB CO 1.45% DUE 11-13-2030   2020-11-09 2025-03-17
20000. BRISTOL MYERS SQUIBB CO 1.45% DUE 11-13-2030   2020-11-09 2025-12-22
49. BROADCOM INC COM   2018-01-05 2025-01-14
88. BROADCOM INC COM   2018-01-05 2025-01-30
67. BROADCOM INC COM   2018-01-05 2025-02-03
122. BROADCOM INC COM   2018-06-04 2025-02-14
63. BROADCOM INC COM   2018-06-04 2025-03-03
29. BROADCOM INC COM   2024-04-16 2025-05-21
33. BROADCOM INC COM   2024-04-16 2025-06-09
44. BROADCOM INC COM   2018-06-04 2025-07-11
70. BROADCOM INC COM   2018-06-04 2025-08-11
40. BROADCOM INC COM   2018-06-04 2025-11-25
131. BROADCOM INC COM   2018-06-04 2025-12-17
5000. BURLINGTON NORTHN SANTA FE CORP 7.0% DUE12-15-2025/12-14-2025 RE   2018-09-07 2025-03-17
15000. BURLINGTON NORTHN SANTA FE CORP 7.0% DUE12-15-2025/12-14-2025 R   2018-09-07 2025-12-15
2. CME GROUP INC   2024-02-27 2025-09-29
5000. CME GROUP INC 2.65% DUE 03-15-2032 BEO   2022-03-01 2025-03-17
15000. CANADIAN IMPERIAL BANK OF COMMERCE 5.001% DUE 04-28-2028   2023-04-24 2025-01-06
5000. CANADIAN IMPERIAL BK 5.245% DUE 01-13-2031   2025-01-06 2025-03-17
10000. CANADIAN IMPERIAL BK 5.245% DUE 01-13-2031   2025-01-06 2025-12-22
15000. CATERPILLAR FINANCIAL SERVICES LTD 4.35%DUE 05-15-2026   2023-05-08 2025-01-06
5000. CATERPILLAR FINL SVCS CORP 4.8% 01-08-2030   2025-01-06 2025-03-17
5000. CHEVRON U S A INC 4.475% 02-26-2028   2025-02-24 2025-03-17
10000. CHEVRON U S A INC 4.475% 02-26-2028   2025-02-24 2025-08-11
14. CHEVRONTEXACO CORP   2022-08-25 2025-05-21
3. CHEVRONTEXACO CORP   2017-11-14 2025-09-29
5000. CISCO SYS INC 5.05% 02-26-2034   2024-02-21 2025-03-17
15000. CITIGROUP INC 3.29% 03-17-2026   2022-03-10 2025-03-17
5000. COCA COLA CO 5.0% 05-13-2034   2024-05-06 2025-03-17
5000. COLGATE-PALMOLIVE CO 3.1% DUE 08-15-2027BEO   2022-08-01 2025-03-17
47. CORNING INC   2021-07-23 2025-05-21
191. CORNING INC   2021-08-24 2025-07-11
372. CORNING INC   2021-09-16 2025-10-02
305. DELL TECHNOLOGIES INC COM USD0.01 CL C WI COMMON STOCK   2024-01-16 2025-05-01
67. DELL TECHNOLOGIES INC COM USD0.01 CL C WI COMMON STOCK   2024-12-19 2025-09-08
123. DELL TECHNOLOGIES INC COM USD0.01 CL C WI COMMON STOCK   2023-12-18 2025-09-08
5000. DISNEY WALT CO 3.8% DUE 03-22-2030 REG   2021-04-26 2025-03-17
5000. ERP OPERATING LP 1.85% 08-01-2031   2021-08-04 2025-03-17
2. EXXON MOBIL CORP   2024-08-12 2025-09-29
5000. META PLATFORMS INC 4.55% 08-15-2031   2024-08-07 2025-03-17
10000. META PLATFORMS INC 4.55% 08-15-2031   2024-08-07 2025-10-30
10. FASTENAL CO   2023-06-22 2025-09-29
2222. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2021-12-27 2025-12-19
5000. GENERAL DYNAMICS CORP 2.25% DUE 06-01-2031 BEO   2021-05-03 2025-03-17
5000. GOLDMAN SACHS GROUP INC 5.016% 10-23-2035   2024-10-16 2025-03-17
750. HP INC COM   2024-07-17 2025-06-09
244. HP INC COM   2024-06-05 2025-06-09
9. HOME DEPOT INC   2024-09-20 2025-09-29
5000. HOME DEPOT INC 4.5% 09-15-2032   2022-09-12 2025-03-17
5000. HONEYWELL INTL INC 1.75% 09-01-2031   2021-08-02 2025-03-17
2. ILLINOIS TOOL WORKS INC   2016-11-02 2025-09-29
5000. INTEL CORP 4.0% 08-05-2029 BEO   2022-08-02 2025-03-17
5000. INTERCONTINENTAL EXCHANGE INC 4.0% 09-15-2027   2022-06-06 2025-03-17
2. J P MORGAN CHASE & CO   2024-08-12 2025-09-29
9. J P MORGAN CHASE & CO   2024-08-12 2025-10-31
18. J P MORGAN CHASE & CO   2024-08-12 2025-11-13
5000. JPMORGAN CHASE & CO 5.766% 04-22-2035   2024-04-15 2025-03-17
5000. JPMORGAN CHASE & CO 5.53% 07-22-2035   2024-07-15 2025-03-17
20. JOHNSON & JOHNSON   2024-10-21 2025-05-21
8. JOHNSON & JOHNSON   2024-10-21 2025-10-31
5000. JOHNSON & JOHNSON 4.55% 03-01-2028   2025-02-18 2025-03-17
10000. JOHNSON & JOHNSON 4.55% 03-01-2028   2025-02-18 2025-12-22
42. KEURIG DR PEPPER INC COM   2022-01-31 2025-05-21
1487. KEURIG DR PEPPER INC COM   2023-09-14 2025-10-31
50. KINDER MORGAN INC DEL COM   2022-10-31 2025-09-29
4. ELI LILLY & CO   2018-11-16 2025-09-29
7. LOCKHEED MARTIN CORP   2014-09-29 2025-09-29
6. MARSH & MCLENNAN COS INC   2024-08-12 2025-09-29
136. MARSH & MCLENNAN COS INC   2024-08-12 2025-10-31
93. MARSH & MCLENNAN COS INC   2017-05-30 2025-12-12
5000. MASTERCARD INC 4.55% 01-15-2035   2024-09-03 2025-03-17
11. MCDONALDS CORP   2024-01-31 2025-05-21
9. MCDONALDS CORP   2024-01-31 2025-09-29
118. MERCK & CO INC   2021-06-18 2025-03-20
419. MERCK & CO INC   2024-06-05 2025-06-27
340. MERCK & CO INC   2024-08-27 2025-08-28
119. MERCK & CO INC   2020-05-13 2025-09-08
309. MERCK & CO INC   2020-03-19 2025-09-19
52. MONDELEZ INTL INC COM   2023-11-14 2025-05-21
40. MONDELEZ INTL INC COM   2024-09-09 2025-09-29
5000. MORGAN STANLEY 5.042% 07-19-2030   2024-07-17 2025-03-17
40. NEXTERA ENERGY INC COM   2024-04-24 2025-09-29
5733.95 MFB NORTHN INTL EQTY INDEX FD   2022-08-05 2025-12-19
5000. NSTAR ELEC CO 1.95% DUE 08-15-2031 BEO   2021-08-10 2025-03-17
5000. NVIDIA CORP 1.55% 06-15-2028   2021-06-14 2025-03-17
7. ONEOK INC NEW   2024-08-12 2025-09-29
56. PNC BANK CORP   2022-05-06 2025-02-14
55. PNC BANK CORP   2022-05-06 2025-03-20
53. PNC BANK CORP   2022-07-26 2025-04-02
2. PNC BANK CORP   2022-07-26 2025-09-29
5000. PAYPAL HOLDINGS INC 3.9% 06-01-2027   2022-05-16 2025-03-17
59. PEPSICO INC   2023-03-13 2025-03-20
290. PEPSICO INC   2024-05-10 2025-05-20
5000. PEPSICO INC 5.0% 02-07-2035   2025-02-05 2025-03-17
20000. PHARMACIA LLC 6.6% 12-01-2028   2019-02-27 2025-11-18
5000. PHILIP MORRIS INTL INC 4.375% 11-01-2027   2024-10-30 2025-03-17
72. PHILLIPS 66 COM   2024-02-20 2025-03-20
147. PHILLIPS 66 COM   2023-09-07 2025-04-02
138. PHILLIPS 66 COM   2018-04-20 2025-05-20
143. PHILLIPS 66 COM   2020-02-21 2025-09-19
18. PROCTER & GAMBLE CO   2023-09-07 2025-10-31
5000. PROCTER & GAMBLE CO 3.95% DUE 01-26-2028   2023-01-23 2025-03-17
10000. PROCTER & GAMBLE CO 3.95% DUE 01-26-2028   2023-01-23 2025-04-28
15000. PROCTER & GAMBLE CO 4.05% 05-01-2030   2025-04-28 2025-12-22
5000. PROGRESSIVE CORP OH 2.5% 03-15-2027 BEO   2022-03-02 2025-03-17
90. PROLOGIS INC COM   2020-07-13 2025-03-11
80. PROLOGIS INC COM   2019-06-20 2025-03-20
157. PROLOGIS INC COM   2020-04-06 2025-08-25
5000. PUBLIC STORAGE 1.95% 11-09-2028   2021-11-04 2025-03-17
129. QUALCOMM INC   2020-09-15 2025-04-14
136. QUALCOMM INC   2020-09-18 2025-09-08
16. RTX CORPORATION COMSTK   2022-12-20 2025-09-29
355. RLTY INC CORP COM   2022-04-19 2025-02-07
155. RLTY INC CORP COM   2021-06-18 2025-03-11
159. RLTY INC CORP COM   2023-08-15 2025-06-09
182. RLTY INC CORP COM   2023-08-25 2025-06-27
353. RLTY INC CORP COM   2017-11-14 2025-08-25
5000. ROYAL BANK OF CANADA 4.969% 08-02-2030   2024-07-15 2025-03-17
5000. SALESFORCE.COM INC 1.5% DUE 07-15-2028 BEO   2021-06-29 2025-03-17
5000. SCHWAB CHARLES CORP NEW 2.3% DUE 05-13-2031 BEO   2021-05-11 2025-03-17
194. SEMPRA ENERGY INC   2023-10-12 2025-05-01
5000. SIMON PPTY GROUP L P 2.45% 09-13-2029 REG   2019-09-04 2025-03-17
5000. STANLEY BLACK & DECKER INC 3.0% 05-15-2032   2022-02-22 2025-03-17
5000. STATE STREET CORP VAR RT 11-18-2027   2021-11-15 2025-03-17
5000. TARGET CORP 4.5% 09-15-2034   2024-09-03 2025-03-17
15000. TARGET CORP 4.5% 09-15-2034   2024-09-03 2025-06-05
67. TEXAS INSTRUMENTS INC   2016-06-06 2025-04-02
50. TEXAS INSTRUMENTS INC   2016-06-06 2025-06-09
138. TEXAS INSTRUMENTS INC   2016-06-06 2025-08-11
67. TEXAS INSTRUMENTS INC   2016-06-06 2025-10-31
5000. TOYOTA MOTOR CREDIT CORP 4.8% 01-05-2034   2024-01-02 2025-03-17
10. THE TRAVELERS COMPANIES INC.   2023-01-24 2025-05-21
2. THE TRAVELERS COMPANIES INC.   2024-07-17 2025-09-29
5000. TRUIST FINL CORP SR MED TERM NTS BOOK EN4.123% 06-06-2028   2022-06-01 2025-03-17
134. UNITED PARCEL SERVICE INC CL B   2021-08-17 2025-02-03
5000. US BANCORP 5.046% 02-12-2031   2025-02-05 2025-03-17
25000. UNITED STATES OF AMER TREAS NOTES 2.125% DUE 05-15-2025 REG   2019-06-06 2025-05-15
35000. UNITED STATES TREAS NTS 2.625% 04-15-2025   2022-05-24 2025-04-15
15000. UNITED STATES TREAS NTS DTD 01/15/2023 3.875% 01-15-2026   2023-01-18 2025-12-29
40000. UNITED STATES OF AMER TREAS NOTES 4.25% 05-31-2025   2024-11-08 2025-06-02
40000. UNITED STATES OF AMER TREAS NOTES 5% NTS 09-30-2025   2023-10-04 2025-08-29
40000. UNITED STATES OF AMER TREAS NOTES 5% DUE 10-31-2025   2024-08-13 2025-10-31
1. UNITEDHEALTH GROUP INC   2025-05-20 2025-09-29
5000. UNITEDHEALTH GROUP INC 5.15% 07-15-2034   2024-07-23 2025-03-17
33. VICI PPTYS INC COM   2025-03-11 2025-05-21
14. WEC ENERGY GROUP INC COM   2014-09-29 2025-09-29
5000. WESTPAC BANKING CORPORATION 1.953% 11-20-2028   2021-11-08 2025-03-17
15000. WESTPAC BANKING CORPORATION 1.953% 11-20-2028   2021-11-08 2025-12-22
27. WILLIAMS COS INC   2024-07-17 2025-09-29
547. WILLIAMS COS INC   2024-07-17 2025-11-18
32. EATON CORP PLC COM USD0.50   2022-10-10 2025-01-30
31. EATON CORP PLC COM USD0.50   2020-08-24 2025-02-14
2. EATON CORP PLC COM USD0.50   2020-08-24 2025-09-29
1. TE CONNECTIVITY PLC COM USD0.01   2025-07-11 2025-09-29
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,394   4,448 1,946
b 10,723   7,973 2,750
c 18,176   9,055 9,121
d 32,807   18,392 14,415
e 4,681   4,991 -310
4,984   5,000 -16
4,996   4,988 8
4,543   5,011 -468
14,144   14,952 -808
4,979   4,990 -11
10,025   9,981 44
4,395   4,990 -595
3,221   1,665 1,556
5,056   5,000 56
5,066   5,000 66
10,250   10,000 250
5,260   5,000 260
4,884   5,000 -116
4,480   4,998 -518
4,954   4,996 -42
4,215   5,006 -791
17,699   19,981 -2,282
10,952   1,336 9,616
19,004   2,400 16,604
14,660   1,827 12,833
28,427   3,285 25,142
12,228   1,620 10,608
6,714   3,826 2,888
8,068   4,141 3,927
12,025   1,131 10,894
21,290   1,800 19,490
15,045   1,029 14,016
42,467   3,368 39,099
5,086   6,060 -974
15,000   18,180 -3,180
540   437 103
4,363   5,002 -639
15,017   15,000 17
5,047   5,000 47
10,329   10,000 329
14,973   14,993 -20
5,027   4,990 37
5,010   5,000 10
10,103   10,000 103
1,906   1,822 84
470   350 120
5,044   4,995 49
15,000   15,000  
5,056   4,997 59
4,871   5,013 -142
2,270   1,921 349
9,861   7,791 2,070
30,734   14,701 16,033
28,570   23,551 5,019
8,245   7,493 752
15,136   9,025 6,111
4,807   5,646 -839
4,186   4,976 -790
230   237 -7
4,971   4,998 -27
10,152   9,995 157
489   286 203
100,929   87,291 13,638
4,329   5,015 -686
4,852   5,000 -148
18,800   28,330 -9,530
6,116   8,714 -2,598
3,657   3,506 151
4,907   4,994 -87
4,144   4,988 -844
524   226 298
4,814   4,988 -174
4,938   5,000 -62
633   412 221
2,806   1,854 952
5,610   3,709 1,901
5,182   5,000 182
5,004   5,000 4
3,073   3,263 -190
1,510   1,305 205
5,037   4,997 40
10,183   9,994 189
1,413   1,591 -178
40,323   53,934 -13,611
1,405   870 535
2,878   454 2,424
3,458   1,272 2,186
1,190   1,303 -113
24,252   13,701 10,551
17,225   7,143 10,082
4,850   4,989 -139
3,481   3,236 245
2,726   2,648 78
11,132   9,054 2,078
32,951   34,533 -1,582
28,278   29,350 -1,072
10,001   8,848 1,153
25,173   22,025 3,148
3,410   3,644 -234
2,514   3,028 -514
5,016   5,000 16
3,021   2,642 379
100,000   64,077 35,923
4,204   4,987 -783
4,587   4,997 -410
508   595 -87
10,876   9,366 1,510
9,574   9,188 386
9,305   8,784 521
403   329 74
4,937   5,008 -71
8,689   9,891 -1,202
38,206   34,555 3,651
5,008   4,994 14
21,453   24,723 -3,270
4,974   4,963 11
9,235   10,036 -801
18,194   16,801 1,393
16,685   14,665 2,020
18,533   14,171 4,362
2,713   2,711 2
4,973   4,995 -22
10,059   9,990 69
15,071   14,981 90
4,813   4,998 -185
10,457   7,484 2,973
8,988   6,440 2,548
17,522   12,263 5,259
4,559   5,009 -450
17,985   15,254 2,731
21,775   15,551 6,224
2,649   1,576 1,073
19,195   23,584 -4,389
8,736   9,867 -1,131
9,024   8,965 59
10,368   9,852 516
20,566   17,798 2,768
5,006   5,004 2
4,554   4,992 -438
4,322   4,990 -668
14,465   12,507 1,958
4,529   4,947 -418
4,343   4,991 -648
4,769   5,000 -231
4,801   4,998 -197
14,320   14,940 -620
11,880   4,102 7,778
9,965   3,061 6,904
25,398   8,450 16,948
10,797   4,102 6,695
4,905   4,995 -90
2,715   1,912 803
553   442 111
4,943   5,000 -57
14,978   24,572 -9,594
5,008   5,000 8
25,000   25,228 -228
35,000   34,964 36
15,001   15,064 -63
40,000   39,964 36
40,022   39,959 63
40,000   40,306 -306
343   322 21
5,010   5,000 10
1,044   1,072 -28
1,578   600 978
4,574   5,000 -426
14,216   15,000 -784
1,713   1,141 572
32,526   20,724 11,802
10,488   3,385 7,103
9,606   3,179 6,427
737   205 532
219   177 42
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
      16,294
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       1,946
b       2,750
c       9,121
d       14,415
e       -310
      -16
      8
      -468
      -808
      -11
      44
      -595
      1,556
      56
      66
      250
      260
      -116
      -518
      -42
      -791
      -2,282
      9,616
      16,604
      12,833
      25,142
      10,608
      2,888
      3,927
      10,894
      19,490
      14,016
      39,099
      -974
      -3,180
      103
      -639
      17
      47
      329
      -20
      37
      10
      103
      84
      120
      49
       
      59
      -142
      349
      2,070
      16,033
      5,019
      752
      6,111
      -839
      -790
      -7
      -27
      157
      203
      13,638
      -686
      -148
      -9,530
      -2,598
      151
      -87
      -844
      298
      -174
      -62
      221
      952
      1,901
      182
      4
      -190
      205
      40
      189
      -178
      -13,611
      535
      2,424
      2,186
      -113
      10,551
      10,082
      -139
      245
      78
      2,078
      -1,582
      -1,072
      1,153
      3,148
      -234
      -514
      16
      379
      35,923
      -783
      -410
      -87
      1,510
      386
      521
      74
      -71
      -1,202
      3,651
      14
      -3,270
      11
      -801
      1,393
      2,020
      4,362
      2
      -22
      69
      90
      -185
      2,973
      2,548
      5,259
      -450
      2,731
      6,224
      1,073
      -4,389
      -1,131
      59
      516
      2,768
      2
      -438
      -668
      1,958
      -418
      -648
      -231
      -197
      -620
      7,778
      6,904
      16,948
      6,695
      -90
      803
      111
      -57
      -9,594
      8
      -228
      36
      -63
      36
      63
      -306
      21
      10
      -28
      978
      -426
      -784
      572
      11,802
      7,103
      6,427
      532
      42
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 365,263
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 8,052
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 8,052
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 8,052
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,576
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 5,576
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 2,476
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)
FL, IL
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 ofTHE NORTHERN TRUST COMPANY Telephone no. (312) 630-6000

Located at50 SOUTH LA SALLE STCHICAGOIL ZIP+460675
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
NORTHERN TRUST COMPANY TRUSTEE
40 		97,647    
PO BOX 803878
CHICAGO,IL60680
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
8,151,665
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,151,665
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
8,151,665
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,275
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,029,390
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
401,470
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
401,470
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,052
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,052
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
393,418
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
393,418
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
393,418
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
443,004
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
443,004
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 7 393,418
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 62,346
d From 2023...... 0
e From 2024...... 423,193
f Total of lines 3a through e ........ 485,539
4Qualifying distributions for 2025 from Part
XI, line 4: $ 443,004
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 393,418
e Remaining amount distributed out of corpus 49,586
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 5 535,125
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 .......... 		0
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 ...... 		535,125
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 62,346
c Excess from 2023 .... 0
d Excess from 2024 .... 423,193
e Excess from 2025 .... 49,586
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

JIM G FERGUSON LIBRARY FOUNDATION

144 OUTLOOK DRIVE
MARSHALL,AR72650 		NONE   GENERAL SUPPORT 38,505

PEO FOUNDATION

3700 GRAND AVE
DES MOINES,IA50312 		NONE   GENERAL SUPPORT 77,011

FLORIDA UNITED METHODIST CHILDREN'S HOME

51 CHILDRENS WAY
ENTERPRISE,FL32725 		NONE   GENERAL SUPPORT 38,505

FIRST UNITED METHODIST CHURCH OF JUPITER

815 E INDIANTOWN RD
JUPITER,FL33477 		NONE   GENERAL SUPPORT 96,264

HOSPICE OF PALM BEACH COUNTY INC

5300 EAST PALM AVE
WEST PALM BEACH,FL33407 		NONE   GENERAL SUPPORT 38,505

JUPITER MEDICAL CENTER FOUNDATION

1210 S OLD DIXIE HWY
JUPITER,FL33458 		NONE   GENERAL SUPPORT 96,264
Total ................................. 3a 385,054
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 ....     14 259,414  
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 ............ 		    18 365,263  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAVALONBAY CMNTYS I 		    14 125  
bMFO BLACKROCK FDS     14 56  
cPROLOGIS INC COM     14 23  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   624,881  
13Total. Add line 12, columns (b), (d), and (e)..................
13
624,881
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2025 InvestmentsCorpBondsSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Name of Bond End of Year Book Value End of Year Fair Market Value
C09260B630 MFO BLACKROCK FDS V 285,127 283,724
C33939L506 MFC FLEXSHARES TR T 64,673 64,842
C023135CH7 AMAZON COM INC 3.6% 9,982 9,710
C025816DW6 AMERN EXPRESS CO 5. 10,000 10,322
C03076CAM8 AMERIPRISE FINANCIA 9,976 10,406
C032654AU9 ANALOG DEVICES INC    
C037833ET3 APPLE INC 4.0% 05-1    
C039482AD6 ARCHER DANIELS FIXE 14,969 13,810
C06051GLG2 BANK OF AMERICA COR 10,000 10,251
C06368LGV2 BANK MONTREAL QUE F    
C06406RBT3 BANK OF NEW YORK ME 15,000 15,931
C06418GAN7 BANK NOVA SCOTIA B 10,000 10,122
C084664DA6 BERKSHIRE HATHAWAY    
C09290DAJ0 BLACKROCK FDG INC 4 14,956 15,340
C110122DQ8 BRISTOL MYERS SQUIB    
C12189TAA2 BURL NORTHN SANTA 7    
C12572QAK1 CME GROUP INC 2.65% 9,968 9,153
C13607LNG4 CANADIAN IMPERIAL B    
C14913UAA8 CATERPILLAR FINANCI    
C17275RBT8 CISCO SYS INC 5.05% 14,985 15,465
C172967NL1 CITIGROUP INC 3.29%    
C191216DR8 COCA COLA CO 5.0% 0 14,967 15,649
C194162AN3 COLGATE-PALMOLIVE C 10,007 9,916
C254687FQ4 DISNEY WALT CO 3.8% 22,585 19,843
C26884ABN2 ERP OPERATING LP 1. 9,951 8,831
C30303M8T2 META PLATFORMS INC    
C369550BP2 GENERAL DYNAMICS CO 20,052 18,208
C38141GB78 GOLDMAN SACHS GROUP 10,000 10,071
C437076CS9 HOME DEPOT INC 4.5% 9,988 10,134
C438516CF1 HONEYWELL INTL INC 9,976 8,752
C458140BZ2 INTEL CORP 4.0% 08- 9,975 9,904
C45866FAU8 INTERCONTINENTAL EX 10,000 10,031
C459200KT7 IBM CORP 4.15% DUE 14,981 15,082
C46647PEH5 JPMORGAN CHASE & CO 5,000 5,337
C46647PEK8 JPMORGAN CHASE & CO 5,000 5,167
C57636QBC7 MASTERCARD INC 4.55 9,978 10,016
C61747YFS9 MORGAN STANLEY 5.04 10,000 10,262
C67021CAR8 NSTAR ELEC CO 1.95% 9,942 8,822
C67066GAM6 NVIDIA CORP 1.55% 14,952 14,264
C70450YAK9 PAYPAL HOLDINGS INC 10,002 10,020
C71713UAW2 PHARMACIA LLC 6.6%    
C718172DM8 PHILIP MORRIS INTL 9,926 10,098
C742718FZ7 PROCTER & GAMBLE CO    
C743315AY9 PROGRESSIVE CORP OH 14,994 14,768
C74460DAH2 PUBLIC STORAGE 1.95 15,018 14,210
C78016HZZ6 ROYAL BANK OF CANAD 15,004 15,374
C79466LAH7 SALESFORCE.COM INC 14,963 14,217
C808513BS3 SCHWAB CHARLES CORP 19,961 18,122
C828807DF1 SIMON PPTY GROUP L 19,608 18,919
C854502AQ4 STANLEY BLACK & DEC 14,970 13,597
C857477BQ5 STATE STREET CORP 5,000 4,906
C87612EBS4 TARGET CORP 4.5% 09    
C89236TLM5 TOYOTA MOTOR CREDIT 14,984 15,319
C89788MAG7 TRUIST FINL CORP SR 10,000 10,027
C904764BV8 UNILEVER CAPITAL CO 14,853 15,132
C912828XB1 UNITED STATES OF AM    
C912828YX2 UTD STATES TREAS 1. 49,405 49,143
C91282CEB3 WI TREASURY N/B 28/ 24,553 23,754
C91282CEH0 UNITED STATES TREAS    
C91282CFT3 UNITED STATES TREAS 24,602 25,343
C91282CGE5 UNITED STATES TREAS 20,086 20,001
C91282CHD6 UNITED STATES OF AM    
C91282CHW4 UNITED STATES OF AM 39,419 40,739
C91282CJB8 UNITED STATES OF AM    
C91282CJE2 UNITED STATES OF AM    
C91282CLB5 UNITED STATES TREAS 39,945 40,187
C91282CLY5 UNITED STATES TREAS 40,063 40,246
C91324PFJ6 UNITEDHEALTH GROUP 9,999 10,261
C961214EW9 WESTPAC BANKING COR    
C02079KAK3 ALPHABET INC 4.0% 14,913 15,044
C037833FA3 APPLE INC 4.5% 05-1 14,976 15,357
C14913UAX8 CATERPILLAR FINL SV 9,981 10,343
C166756BK1 CHEVRON U S A INC 4 19,940 20,216
C30303MAC6 META PLATFORMS INC 20,038 20,188
C3130B5K64 FEDERAL HOME LOAN B 20,029 20,116
C66989HBA5 NOVARTIS CAP CORP G 14,935 14,896
C713448GC6 PEPSICO INC 5.0% 02 9,988 10,310
C717081FE8 PFIZER INC FIXED 4. 19,956 20,070
C87612EBV7 TARGET CORP 5.25% 0 14,941 15,434
C91159HJT8 US BANCORP 5.046% 0 10,000 10,279
C91282CFV8 UNITED STATES OF AM 50,053 50,648
C91282CGQ8 UNITED STATES OF AM 50,068 50,674
C91282CHR5 UNITED STATES TREAS 44,977 45,610
C91282CJJ1 UNITED STATES OF AM 20,690 20,687
C91282CJW2 UNITED STATES OF AM 45,090 45,591
C91282CMS7 UNITED STATES TREAS 44,975 45,371
C91282CNM9 UNITED STATES TREAS 45,069 45,392
C91282CNU1 UTD STATES TREAS 3. 40,047 40,113
C931142FN8 WALMART INC 4.35% 0 14,974 15,257

TY 2025 InvestmentsCorpStockSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Name of Stock End of Year Book Value End of Year Fair Market Value
C00287Y109 ABBVIE INC COM USD0 68,694 185,762
C009158106 AIR PROD & CHEM INC    
C053015103 AUTOMATIC DATA PROC 37,280 75,368
C11135F101 BROADCOM INC COM 15,799 215,620
C12572Q105 CME GROUP INC COM S 49,141 62,535
C166764100 CHEVRON CORP COM 64,672 88,093
C17275R102 CISCO SYSTEMS INC 44,799 72,023
C219350105 CORNING INC COM 21,321 51,573
C24703L202 DELL TECHNOLOGIES I    
C30231G102 EXXON MOBIL CORP CO 80,050 83,155
C311900104 FASTENAL CO COM 17,505 25,282
C369550108 GENERAL DYNAMICS CO 73,847 81,808
C40434L105 HP INC COM    
C437076102 HOME DEPOT INC COM 32,241 87,401
C452308109 ILL TOOL WKS INC CO 21,380 46,551
C46625H100 JPMORGAN CHASE & CO 80,093 131,788
C478160104 JOHNSON & JOHNSON C 158,168 211,296
C49271V100 KEURIG DR PEPPER IN    
C49456B101 KINDER MORGAN INC D 23,405 38,294
C532457108 ELI LILLY & CO COM 23,069 229,982
C539830109 LOCKHEED MARTIN COR 23,631 62,877
C571748102 MARSH & MCLENNAN CO 26,381 50,090
C580135101 MC DONALDS CORP COM 64,620 107,276
C58933Y105 MERCK & CO INC NEW    
C594918104 MICROSOFT CORP COM 97,453 180,874
C609207105 MONDELEZ INTL INC C 102,367 101,362
C65339F101 NEXTERA ENERGY INC 40,654 111,750
C682680103 ONEOK INC COM STK 33,958 30,723
C693475105 PNC FINANCIAL SERVI 56,661 83,283
C69351T106 PPL CORP COM ISIN U 60,046 68,919
C704326107 PAYCHEX INC COM 30,640 52,388
C713448108 PEPSICO INC COM 30,190 55,829
C718546104 PHILLIPS 66 COM    
C742718109 PROCTER & GAMBLE CO 107,075 116,224
C747525103 QUALCOMM INC COM    
C75513E101 RTX CORPORATION COM 22,886 42,916
C816851109 SEMPRA COM 43,338 67,630
C882508104 TEXAS INSTRUMENTS I 8,327 23,595
C89417E109 TRAVELERS COS INC C 98,164 144,450
C911312106 UNITED PARCEL SVC I    
C92939U106 WEC ENERGY GROUP IN 30,859 54,417
C969457100 WILLIAMS CO INC COM 66,714 117,936
CG29183103 EATON CORP PLC COM 22,391 72,939
C74340W103 PROLOGIS INC COM    
C756109104 REALTY INCOME CORP    
C33939L407 MFC FLEXSHARES TR M 162,561 189,727
C464288372 MFC ISHARES TR GLOB 43,570 61,360
C665130100 MFB NORTHERN EQUITY 269,621 316,860
C665130209 MFB NORTHERN EQUITY 720,381 1,176,310
C665162723 MFB NORTHERN FUNDS 203,825 272,609
C78462F103 MFC SPDR S&P 500 ET 124,173 186,164
C922042858 MFC VANGUARD INTL E 200,638 266,757
C03769M106 APOLLO GLOBAL MANAG 39,610 42,994
C053484101 AVALONBAY CMNTYS RE 68,502 62,552
C237194105 DARDEN RESTAURANTS 29,347 29,995
C416515104 THE HARTFORD INSURA 58,503 69,589
C718172109 PHILIP MORRIS INTL 29,153 27,428
C874039100 ADR TAIWAN SEMICOND 92,455 99,676
C87612G101 TARGA RES CORP COM 43,193 47,601
C907818108 UNION PAC CORP COM 28,196 26,833
C91324P102 UNITEDHEALTH GROUP 64,609 67,012
C925652109 VICI PPTYS INC COM 83,642 73,112
CG1151C101 ACCENTURE PLC CLS A 73,894 73,246
CG54950103 LINDE PLC 19,884 20,040
CG87052109 TE CONNECTIVITY PLC 48,687 73,486
CH2906T109 GARMIN LTD COMMON S 19,196 18,662

TY 2025 InvestmentsOtherSchedule2
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
C665162541 MFB NORTHERN FDS GL AT COST 117,160 115,024

TY 2025 OtherDecreasesSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Description Amount
2025 TRANSACTIONS POSTED IN 2026 4,810
ADJUSTMENT TO INCOME 1,489
COST BASIS ADJUSTMENT 719


TY 2025 OtherExpensesSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 15 0   15
ADR FEES 3 3   0
CLASS ACTION FILING FEES 50 50   0


TY 2025 OtherIncomeSchedule2
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AVALONBAY CMNTYS INC REIT 125 125  
MFO BLACKROCK FDS V HIGH YIELD BD PORT I 56 56  
PROLOGIS INC COM 23 23  


TY 2025 OtherIncreasesSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Description Amount
2024 TRANSACTIONS POSTED IN 2025 3,284


TY 2025 TaxesSchedule
Name:
Z GARLAND AND CONTENT B FERGUSON CHARITABLE
EIN:
20-3452007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 16 16   0
FEDERAL TAX PAYMENT - PRIOR YE 974 0   0
ESTIMATED TAX PAYMENTS 5,576 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,165 2,165   0
FOREIGN TAXES ON NONQUALIFIED 1,281 1,281   0